William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a range of portfolio management strategies and institutional services.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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 including individuals, institutions, and municipalities, offering financial planning and advisory services with a range of portfolio management styles.

Ngufor Hilari is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market data to support its clients’ financial goals.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has worked previously at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering access to multiple platforms, third-party advisers, and proprietary model strategies.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. 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 and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James Financial since 2009 and also manages the Pettrillo Group, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized advisory programs including municipal and public finance services.

Thomas Schulz is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Linsco/Private Ledger Corp. since 1999. Schulz is also an independent insurance agent selling term life and long-term care insurance with Penn Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a large network of representatives offering financial planning, portfolio programs, and institutional platforms.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

John Ogrodnick is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, Cetera, and J P Turner & Company Capital Management. Outside of financial advising, he is active with the Detroit Red Wings Alumni Association, participating in charity hockey games and related appearances. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.

Kevin Latta is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior work includes extensive tenures at Merrill and Bank of America. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a nationwide advisor network and a range of portfolio management styles.

Julie Leenknegt is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its related entities since 2003. Outside of her advisory role, she is the president and owner of Dorbz World, LLC, a business involved in voice-over work, modeling, and bookkeeping. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver annual, customized Recommendation Reports through a centralized consulting team.

Stephen Blahunka is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Morgan Stanley in 2024, he worked for Bank of America and Merrill from 2009 to 2024. He serves as a board member for the Children’s Foundation in Detroit and for the Pediatric Institutional Review Board at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies, with an emphasis on client-directed implementation and a broad range of investment services.

Susan Van Spybrook is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years before joining Morgan Stanley in 2024. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Dawn Chaltraw Levy is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously at Quicken Loans. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and uses a forward-looking capital market framework.

Jennifer King is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved tools and a structured planning process to develop customized financial plans.

Matthew Owens is a financial advisor with Ameriprise in Farmington Hills, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at The Huntington Investment Company and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which emphasizes dependable income sources and tax-aware withdrawal strategies.

Abigail Huisinga is a financial advisor with Raymond James & Associates in Novi, MI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Raymond James in 2024, she worked at JPMorgan Chase Bank and J.P. Morgan Securities from 2022 to 2024. Outside of her advisory role, she is involved in religious services as a music leader at Ward Church. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipalities. The firm offers financial planning and investment consulting with an emphasis on tailored, non-discretionary strategies supported by firm research and model management options.