Thomas Durocher is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The AD Group, working alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies for affluent individuals, families, and businesses. His practice focuses on retirement planning and income strategies, investment management, cash management, and wealth transfer and charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University, attending while working at Merrill's Ann Arbor, MI branch. He combines his financial expertise with a collaborative approach, working closely with clients and their other trusted advisors such as CPAs and attorneys to develop customized financial strategies aligned with their values and future goals. A lifelong Michigan resident, Thomas lives in Ann Arbor with his wife Kathryn. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and is engaged in community activities including Kids Camp.

Sheila Lobb is a Series 66 licensed financial advisor with Raymond James Financial in Dearborn Heights, MI, bringing 11 years of industry experience. Prior to her current role starting in 2026, she worked at Raymond James & Associates for 24 years and held positions at Tri-County Nurses Plus LLC and Home Instead Senior Care. She is the founder and secretary of the TASKK Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, municipal and public finance services, and specialized employer advisory solutions.

Veronica Brunetti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Robert Zimmerman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at Sigma Financial Corporation and Mathewson Tax Service, where he continues to operate a tax preparation business. Zimmerman is also involved in his community, serving as treasurer for his local homeowners association and president of the Ida School Athletic Booster club. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset allocation tools and third-party platforms to manage portfolios across a broad range of investment vehicles.

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Rance Thomas III is a financial advisor with Edward Jones in Ypsilanti, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm based in Romulus, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Tanner Hamilton is a Financial Advisor with Merrill Lynch Wealth Management, where he serves clients as a Merrill Financial Solutions Advisor. Tanner collaborates closely with clients to understand their financial goals and develop strategies for short-, mid-, and long-term objectives. He offers guidance on a range of topics including investing, retirement planning, and financial preparedness, and facilitates access to Bank of America specialists for additional banking, credit, home financing, and small business services. Tanner's areas of expertise include family wealth management strategies, legacy planning, personal retirement planning, individual and corporate investment strategy, and retirement income. He holds the designations of Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). Tanner earned a Bachelor's Degree from Michigan State University and is involved with the Infinite Multisport Triathlon Club. He also participates in community activities with Common Ground. In his personal time, Tanner engages in biking, golfing, hiking, music, running, soccer, swimming, and traveling. His approach to financial advising emphasizes understanding clients' priorities to create tailored strategies that adapt as their needs evolve.

Kelly Hobby is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. She began her career at Fidelity Investments in 2023 as a Financial Representative and has held positions as a Relationship Manager and Investment Consultant since then. Prior to joining Fidelity, Kelly worked as a Specialist at The Charles Schwab Corporation from 2021 to 2023. Her professional experience encompasses client relationship management and investment consulting, focusing on helping clients create plans to secure their financial futures. Outside of her professional work, Kelly enjoys socializing with friends, hiking, kayaking, visiting museums, skiing, and traveling.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Janice Cichowlas is a financial advisor with Ameriprise in Allen Park, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marie Everitt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is an independent insurance agent for various companies through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies, with implementation options tailored to client needs across multiple custody platforms.

Nathaniel Michna is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he focuses on helping families grow their net worth and achieve their financial goals by creating personalized strategies tailored to each client’s unique situation. Nathaniel draws on his background in financial planning, insurance, and tax planning to assemble comprehensive financial plans that address a wide range of client priorities. Nathaniel began his financial services career in 2018 as a Planning Analyst, gaining hands-on experience in constructing financial plans that support families' long-term objectives. Over time, he expanded his expertise to include executive compensation, family wealth management strategies, liquidity management, retirement income, and tax minimization, among other areas. Nathaniel holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Wayne State University. Outside of his professional work, Nathaniel is involved with the Ann Arbor Soccer Association. His personal interests include adventure sports, basketball, camping, football, golfing, hiking, pickleball, soccer, spending time with family, and traveling.

Paul Vandenheede is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds Series 63 and Series 65 licenses. He is the executive director of the Vandenheede Foundation, a family foundation that funds religious and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Angela Bourgeois is a financial advisor with Raymond James & Associates in Ann Arbor, MI. She holds Series 63, 65, and 66 licenses and has 26 years of experience in the industry. Her prior work includes roles at Parkland Securities and Sigma Financial Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Ivette Hernandez is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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 delivers advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program.

Sarah Cunningham is a financial advisor at Merrill with 25 years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 1998 and Bank of America, NA since 2009. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dustin Misorski is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and its affiliated entities since 2022. Prior to his career in finance, his experience includes roles at Ford Motor Company and various service industry positions. He is also involved with DigitalToolProducts, a separate business venture. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Margaret Moore is a CFP® with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC for seven years. Outside of her advisory role, she is co-owner of a marina property in Montague, Michigan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Adam Szerlag is a Planning Consultant who helps clients understand their finances and make educated financial decisions about their future. He has held various roles at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. His professional experience spans multiple aspects of financial advising and client relationship management. Adam's personal interests include baseball, fitness, football, golf, outdoor adventures, and traveling.