Mitchell Carter is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and has held academic positions at Wayne State University and Albion College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its tailored planning approach.

Frank Sims Jr. is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include 12 years at Stifel Nicolaus & Co., Inc. and earlier tenure at Ameriprise Financial Services Inc. He is also involved in independent insurance brokering with a focus on fixed annuities through Pacific Life. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm combines algorithmic tools with advisor input to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Aman Awan is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at Cuso Financial Services, Lp and DFCU Financial since 2014, and previously spent two years at Fifth Third Securities, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies alongside advanced operational tools.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory role, Tafelski is a certified NFLPA contract advisor and owner of The Detroit Sports Group/Elite Evaluators. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. 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 combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Joshua Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. Outside of his advisory work, Larsen serves as a board member for AYSO Region 610 and coaches youth soccer in the Jackson area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment recommendations.

Shelby Wilson is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Wilson worked at JPMorgan Chase and Starbucks, and was affiliated with the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning solutions.

Sarah Murray is a financial advisor at Ameriprise with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliates since 2005. Murray serves on the finance committee of the Cancer Support Community and is involved in several local business ventures, including leadership roles with Gang of Wolverines, LLC and Murray, McCumons & Associates, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies tailored to clients approaching or in retirement.

Grant Hulett is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in Ann Arbor, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management according to clients' goals and risk tolerances.

Ashley Hinson is a financial advisor at Ameriprise in Ann Arbor, MI, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior positions include roles at Alight Financial Solutions and First Citizen Investor Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Peter Nanasi is a CFP®-certified financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has translated a book titled *Love and Loss: Tales from Hungary* into English and made it available through print-on-demand. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Kempf is a financial advisor with UBS Financial Services in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior experience includes 16 years at Merrill, along with roles at Banc of America Investment Services and LaSalle Financial Services. She also serves as a trustee for a family trust managing investment decisions for minor beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and fiduciary financial planning.

Jacob Newman is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 credential and one year of industry experience. His prior work history includes roles at Fidelity Investments and Joseph Binder. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs through a wide network of Investment Adviser Representatives. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services for qualified plans.

Edward Smith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over three decades. Outside of his advisory role, he serves as Rotary District Governor Nominee Designate for Rotary District 6400. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

Mark Mccormick is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2000. 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 within a non-discretionary advisory program.

Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

Nikolis D'annunzio is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at The Huntington Investment Company, The Huntington National Bank, H&R Block, Edward Jones, Innovative Waterproofing Solutions, and Menard, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service for clients near or in retirement, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2010. Her current role includes work at Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Kim Crock is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. 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 investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.