Latasha Shackelford is the Branch Leader at Fidelity Investments, a role she has held since 2025. She leads a team of professionals who focus on understanding client needs and developing tailored wealth planning strategies. Latasha and her team are dedicated to delivering client service and providing financial education to support confident financial planning decisions. Latasha has been with Fidelity Investments since 2013, holding titles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and now Branch Leader. Her progression within the company reflects her experience in financial consulting and client relationship management. Outside of her professional role, Latasha enjoys cooking and baking, participating in family activities, fitness, exploring culinary interests as a foodie, riding motorcycles, and traveling.

Brandon Lokken is an Investment Consultant at Fidelity Investments, where he assists individuals and families in pursuing their financial goals through personalized planning and guidance. He focuses on building meaningful relationships by understanding each client's unique circumstances, priorities, and aspirations. Using Fidelity's resources and investment solutions, he supports clients in making informed decisions aimed at long-term financial confidence. Brandon began his career at Fidelity Investments as a Financial Service Representative in 2024, advanced to the role of Financial Representative in 2025, and assumed his current position as Investment Consultant in 2026. His professional experience centers on delivering financial advice and investment consulting services. Outside of his professional role, Brandon engages in family activities and enjoys football, golf, and movies.

Ashley Harrison is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Huber Insurance Group, where she also serves as a case manager. Outside of financial services, she works as a delivery driver for DoorDash. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Scott Torosian is a CFP® professional with 21 years of experience in the financial services industry. He has worked at LPL Financial since 2019 and previously spent 14 years at Centaurus Financial, Inc. based in Auburn Hills, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Will Haney is a Financial Consultant who collaborates with clients to understand their priorities and develop financial plans aimed at achieving their valued goals. He has held several roles in the financial industry, including Planning Consultant and Central Relationship Manager at Fidelity Investments from 2021 to 2024, Financial Advisor at Edward Jones from 2019 to 2020, and Financial Solutions Advisor and Relationship Manager at Bank of America Merrill Lynch between 2017 and 2019. Outside of his professional work, Will has personal interests in cooking and baking, football, gardening, spending time at the lake, pets, and traveling.

Cassie Wright is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked at Mainstay Capital Management and TD Ameritrade. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

William Langenstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at First Allied Advisory Services and managing Langenstein Financial Strategies since 2018. He also serves as a fiduciary in a family trust capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Trey Le Vasseur is a financial advisor with Ameriprise in Pinckney, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors LLC and several positions outside the financial sector, including work with Country Club Limousine and Superior National Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering customized, non-discretionary recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools to support its advisory process while providing a broad range of investment, brokerage, and insurance solutions.

Terrence Andrysiak is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, Andrysiak is a partner in two businesses involved in commercial real estate investment and development. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Edward Walterhouse is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Walterhouse serves on the Finance Committee of Our Lady of Lebanon Church. Ameriprise provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samikka Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She is recognized as a Personal Investment Advisor (PIA) and focuses on creating customized financial plans designed to grow with her clients. Her expertise includes areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Managing New Wealth, Personal Retirement Planning, Special Needs Planning Strategies, Women and Wealth, Sports & Entertainment, and both Individual and Corporate Investment Strategy. Ms. Cannon holds a High School Diploma/GED from Pontiac Northern High School and an Associate's Degree from Oakland Community College. She is actively involved in professional and community organizations, including Moms To Moms and Trinity Church. Her community involvement extends to contributions with the American Red Cross and Habitat for Humanity. Beyond her professional work, Samikka is a dedicated wife and mother of four. She enjoys activities such as baseball, basketball, boating, camping, football, golfing, hiking, music, reading, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families to create strategies that pursue their financial goals.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Cetera Advisor Networks LLC. He is also involved with Genisys Credit Union, where he has served since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

David Wroblewski is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a range of model portfolios supported by internal and third-party research.

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and has been with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Pamela Wright is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of retail and institutional investment solutions.

Christine Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

Nicholas Huizenga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior background includes various roles outside of the financial industry, such as working at The Session Room and Michigan State University Culinary Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice targeting dependable income sources and tax-aware withdrawal strategies.