Jalen Mitchell is a financial advisor with Merrill in Brighton, MI, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work history includes roles at Bank of America and Apple Inc. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Chris Arteaga Carloni is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fidelity. He has worked at Fidelity Brokerage Services LLC since 2014 and joined Fidelity Investments in 2025. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified charitable gift funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Wagner is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James since 2016 and was previously with Ameriprise from 2010 to 2016. Wagner also has an involvement as an independent contractor financial advisor with Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and offers specialized programs including municipal advisory and SIMPLE IRA employer consulting services.

Kevin Wright is a Financial Consultant currently working at Fidelity Investments. He works directly with clients to develop financial plans that align with their goals, aiming to create strategies that help manage investment risks and provide clients with confidence and peace of mind regarding their financial futures. Kevin has accumulated extensive experience in the financial services industry, holding various roles at Fidelity Investments since 2014, including Financial Consultant, Vice President, and more recently, Financial Consultant. Prior to his tenure at Fidelity, he held positions such as Regional Vice President at Fisher Investments and roles in banking at KeyBank and JP Morgan Chase.

Donna Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1987. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathon Kugler is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Northwood University, and Mens Wearhouse. Kugler has also been involved with Mden Inc for several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erick Michaelson is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Erick was a Financial Advisor at PNC Investments from 2017 to 2022. Erick's professional approach focuses on the integration of personalized financial planning and investment management, aiming to align clients' priorities with comprehensive planning services covering areas such as retirement and legacy strategies. Outside of his professional responsibilities, Erick engages in activities including cooking and baking, family activities, golf, reading, running, and sailing.

Jason Trzcinski is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2014, following a four-year tenure at Merrill. He serves as a board member for Lake Superior State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by proprietary research and technology, and oversees over $819 billion in discretionary assets.

Tracy Nafe is a Series 66-licensed financial advisor with Osaic Wealth Inc, based in Brighton, Michigan, and has one year of industry experience. Prior to her current role, she has been a licensed residential real estate agent since 1998, working with multiple brokerages and currently affiliated with Remax Platinum Real Estate. She maintains her real estate license but now limits her involvement to referring most clients and working part-time outside of trading hours. Osaic Wealth Inc serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management, incorporating a diverse set of investment products and third-party programs.

Lee Napier is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. He has worked with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Kelley Albrant is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Chad Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Fliam is a CFP®-certified financial advisor with 11 years of industry experience, currently with Edward Jones since 2017. He previously worked at CETERA Advisor Networks LLC and serves in the United States Navy Reserves as a Hospital Corpsman. Outside of his advisory role, he officiates high school football during the fall season. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, and offers a range of advisory programs with over $1 trillion in assets under management.

Jerome Repovz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent nine years at Summit Financial Group Inc. Outside of his advisory role, he is president of Sound Financial Services, Inc., focusing on life insurance sales and quotes. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Zaed Shamoon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including Bank of America, Northwestern Mutual, and several mortgage and banking institutions. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Leek is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Dish Network for three years and attended Michigan State University. Outside of his advisory role, he has worked as a grocery delivery shopper. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Dominik Kudzma is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 credential and previously worked at Woodbury Financial Services. Outside of his advisory role, he owns ModInteractive, a remote web design business serving small businesses. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisers, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs asset allocation tools and automated rebalancing to construct diversified portfolios tailored to client risk profiles.