Kristi Dykstra is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 32 years of industry experience. Her prior work includes nearly two decades at Wells Fargo Clearing and recent roles at Arcadia Capital and Baughman Capital Management, where she serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Kierra Ryan is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thomson Reuters and Bunzl Distribution NA. She has also been involved in early childhood education through roles at Zion Lutheran Preschool and Daycare and Freedom Child Development Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ investment goals and offers specialized services such as municipal finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Caballero is a financial professional with 11 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has previously worked at Edward Jones and Ameriprise. Outside of his advisory role, he serves as a wrestling coach for Milan Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and customized strategies.

Rory Kind is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked at Republic National Distributing Company from 2015 to 2018. He holds the Series 66 designation and is based in Canton, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Armstrong is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Meijer and various financial services firms before joining J.P. Morgan in 2018. She also volunteered with the Ronald McDonald House from 2014 to 2017. 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 brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Gwen Hodges is a Series 66 licensed financial advisor with Edward Jones in Milan, Michigan, where she has worked since 2008. She has 18 years of industry experience. Hodges is a non-active member of the Milan Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Jesse Parsley Jr. is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at several firms including AXA Advisors LLC, Northwestern Mutual Wealth Management Company, and PNC Investments before joining Merrill in 2019. 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 wide range of clients including individuals, high-net-worth clients, and institutions.

Alfonzo Credit is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at DFCU Financial, CUSO Financial Services, The Huntington Investment Company, and Citizens Securities Inc. He is involved with DFCU Financial Partners, an investment-related business associated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by a large network of advisors and various operational tools.

William Neef is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and previously worked at Berline from 2016 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated trust and insurance services.

Joy Ryan is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Ryan.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Dylan Furlong is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at L.M. Kohn & Company and Leads Generate Sales, and he spent nearly two decades at Grand Valley State University. Outside of his advisory role, Furlong is involved with Ann Arbor Pioneer High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Tom Mclinden is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Woodbury Financial Services and Berthel, Fisher & Company Financial Services. Outside of advising, he is involved in business ownership related to financial services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment strategies through a network of independent financial professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Michael Birkle is a financial advisor with LPL Financial in Ann Arbor, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including 18 years at Crown Capital Securities and a lengthy career operating Birkle Financial Services. In addition to advising, he owns and operates a tax preparation and accounting business, Birkle & Birkle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Diane Kieliszewski is a CFP® professional with over 34 years of experience at Edward Jones. She has been with the firm since 1992 and maintains a long tenure in the industry dating back to 1985. Outside of her advisory role, she serves as an election inspector for Putnam Township in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of finance, he owns a construction business specializing in new home construction. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.