Jeffrey Adams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bank of America, Merrill, and Voya Financial Advisors. Adams also has involvement with Michigan State University FCU and the University of Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Gregory Suzio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2007, focusing on helping clients identify and achieve their individual financial goals. Greg specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Greg earned a Bachelor of Science degree in Mechanical Engineering with High Honors from Michigan State University. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Greg applies his analytical background to manage risk in clients' investment portfolios. He has received recognition from Forbes, being named to the Best-in-State Next-Generation Wealth Advisors list in 2019 and 2020, and the Best-in-State Wealth Advisors list in 2021. Greg lives in Milford with his wife Jodi, their children, Blakely and Griffin, and their two dogs. In his free time, he attends his children's dance and basketball activities and enjoys playing golf with friends.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

John Wilkinson is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. for 16 years. In addition to his advisory role, Wilkinson is involved in the sale of life and health insurance products through Wiklund and Bond Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types, serving clients through a large network of affiliated advisers.

Kimberly Du Vernay is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked for five years at Del Barba Insurance. Outside of her advisory role, she is the owner and content creator for Riverside Revival Home LLC, a home decor and furniture restoration business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services backed by a nationwide network of advisors.

Stephen Solverson is a CFP® and ChFC® with 19 years of experience in financial advising. He has worked at Raymond James & Associates since 2023 and was previously with Hantz Financial Services for 17 years. Outside of his advisory work, he serves as an assistant coach for his son's travel hockey team. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management options.

Todd Sterling is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2019 and previously was affiliated with Raya and Waddell & Reed Inc. Sterling operates Tsterling PLLC and Sterling Wealth Solutions PLLC as financial professional entities. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers multiple portfolio management approaches and maintains both proprietary and third-party model strategies, with various platform options tailored to client objectives.

Timothy Tenbusch II is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2014. Outside of finance, he owns and operates Tenbusch Construction and Equipment Leasing LLC, which focuses on home construction and equipment rental. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

James Clark is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise Financial Services, LLC since 2021. He previously worked at Royal Alliance from 2015 to 2021. Outside of his advisory role, Clark is involved in managing Blumark Financial Advisors, a practice management entity, and is a partner in Blumark Tax Advisors, a tax preparation firm. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income plans, supported by a centralized consulting team.

Corey Doyle is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following eight years at Tractor Supply Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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.

Neil Bitzer is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at LPL Financial since 2020. Prior to this, he spent 15 years at Royal Alliance Associates, Inc., and has maintained the Professional Affiliation Program since 2002. Bitzer also operates BBCM Financial Services, LLC, a business entity for tax and investment purposes. 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 and brokerage services, including financial planning, retirement consulting, and model portfolio management, with both discretionary and non-discretionary options available.

Eric Birch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at JP Morgan Securities LLC from 2015 to 2020. In addition to his advisory role, he is involved in tax preparation services through Capstone Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and portfolio management options supported by proprietary and third-party research.

Karen May is a financial advisor with Mass Mutual Investors Services in Clarkston, MI, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at Mass Mutual Investors Services since 2011 and has been associated with MassMutual Life Insurance Company since 2010. In addition to her advisory role, she is a licensed health and life insurance agent. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-driven planning process and offers a range of programs including estate-settlement and employer-sponsored planning.

Jonathan Suzio is a financial advisor with LPL Financial, holding a Series 66 credential and four years of industry experience. He has worked with LPL Financial and Capstone Wealth Management since 2020. In addition to his advisory work, Suzio is a licensed notary public and provides tax preparation services through Capstone Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from both internal and third-party sources.

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.