Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Kevin Darrow is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is associated with A2 Business LLC, which manages his practice’s payroll. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Gary Pool II is a financial advisor with Merrill in Ann Arbor, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Eaton, Fifth Third Bank, and Eastern Michigan. He also worked with YMCA Storer Camps for six years. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 14 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 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Dearborn, MI. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Sidney Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Thompson held positions in education and retail, including roles at Wayne State University, Macomb Community College, and Target. 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, and institutional investors.

Jason Lindauer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill in 1985 and has developed a practice focused on delivering customized wealth management strategies tailored to the complex needs of high net worth families, business owners, and senior corporate executives. Jason emphasizes identifying clients' life priorities to help them build lasting legacies. He holds a Bachelor of Arts degree in Sociology from Adrian College, earned in 1983. Jason has completed advanced training programs at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. He holds professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). As a Portfolio Manager, he manages personalized investment strategies on a discretionary basis. Jason is involved in his community through roles such as serving on the Board of Trustees for St. Joseph Mercy Hospital Chelsea and acting as an Assistant Coach for the Chelsea High School Varsity football team. He and his wife, Amy, reside in Chelsea and have four grown children. His family's commitments also include support for causes aiding members of the U.S. Armed Forces.

Mitchell Goodin is a financial advisor at Merrill with a Series 66 credential and has two years of experience in the industry. Prior to joining Merrill in 2024, he worked at The Mannik & Smith Group, Inc., Abonmarche Consultants, Inc., RQAW Corporation, and spent four years at the University of Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Bryanne Kramer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Clawson, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Thrivent Financial and the Office of Public Defender. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Jestin Jansen is a financial advisor at Ameriprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. for over 20 years. Outside of his advisory role, he has owned and managed The Jansen Group, LLC, a business related to his Ameriprise advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, with recommendations produced by a centralized team using proprietary research and tools.

Edward Mc Clellan is a CFP® with 18 years of experience at Edward Jones, where he has been an advisor since 2008. He is also the author of a guided journal focused on the emotional and psychological preparation for retirement. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a broad network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and affiliated services under a fiduciary standard.

Mark Stutzmann is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a marina property through DANMAR, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Cunningham is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Cunningham is the managing partner of Gang of Wolverines LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering detailed, non-discretionary recommendation reports based on comprehensive modeling and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and customized planning within Ameriprise-managed accounts.

Kimberly Horton is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2022, she worked at Whole Foods Market for 25 years. She is listed as a part owner of Horton Paint Co., a mural and large painting business owned by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.

Daniel Fisher is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 license with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Fisher serves as Board Chair of the Partnership for the Arts and Humanities in Michigan. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.