Mark Dunbar is a Series 66 credentialed financial advisor with nine years of industry experience, currently associated with Raymond James Financial in Ann Arbor, MI. Prior to joining Raymond James, he worked at Gulfstream Aerospace for six years. Outside of his advisory role, he owns BlauScreen LLC, an IT support company serving his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals, supported by various analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Jason Arbetter is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. Prior to this, he worked at Securities America Advisors and Securities America Inc., with a combined tenure from 2010 to 2019. Outside of his advisory work, he serves as Treasurer for the Bend Paddle Trail Alliance, a nature society. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals utilizing various portfolio management and model-based solutions.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he serves as an insurance agent with Clear Strategy, focusing on fixed insurance products and life and health insurance. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

Jessica Carlsen Buszka is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds the Series 66 designation and has worked with several Raymond James entities since 2021. Prior to her current roles, she was employed at Edward Rose & Sons from 2018 to 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zachary Snyder is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Woodbury Financial Services and Securian Financial Services. In addition to his advisory role, he operates NextGen Wealth Services, a sole proprietorship focused on wealth management. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Karen Katinas is a financial advisor at LPL Financial with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations and previously worked with JPMorgan Chase Bank, J.P. Morgan Securities, and Ameriprise Financial Services. Katinas is also a notary for Flagstar Bank N.A. 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 and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive operational and research tools.

Kenneth Jackson is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ethan Mulder is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Epic Systems and Panera Bread. He is also involved with Wagner & Mulder Financial Group, a non-investment-related business based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support diverse client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Consulting Services.

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.

Frederick Atiyeh is a CFP® professional with 46 years of industry experience, currently affiliated with LPL Financial since 2024. His prior roles include long tenures at Crown Capital Securities, L.P., spanning from 1999 to 2024, and a brief period at Legacy Investment Strategies, LLC. Atiyeh also serves as a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its network with diversified investment options, including model portfolios and third-party subadvisors, and integrates technology tools for operational and research support.

Andrew Wolschleger is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2019, with prior roles including positions at Noordyk Business Equipment, Cannonsburg ski area, and Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

James Mack is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 51 years of industry experience. His prior roles include over a decade at Ameriprise Financial Services. He is also involved with Gladstone Advisors, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and portfolio management options, leveraging technology and a broad platform of services.

Bruce Dunbar is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Raymond James since 2003. Outside his advisory role, he is president of Legacy Financial, his operating company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.

Jessica Ping Hausman is a financial advisor with Equitable Advisors, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. She previously worked at Northwestern Mutual in various capacities from 2014 to 2020. Outside of her advisory role, she is involved as a partner at Panorama Risk & Insurance Solutions and has served as a Washtenaw County Commissioner from 2006 to 2010. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a range of advisory models and third-party managers, providing services across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Julie Pierce is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes positions at Airflow Sciences Corporation and a 20-year tenure with YMCA of Metro Detroit. Outside of finance, she teaches water fitness and small group swim training classes at Dexter Wellness Center. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Steven Lundquist is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has one year of industry experience and a background that includes service in the United States Marine Corps and work with the Oakland County Sheriff's Office. Prior to joining J.P. Morgan, he was briefly employed at Fidelity Investments and Macy’s. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Patrick Brennan is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has held roles at Newbridge Securities Corporation and several other companies outside the financial sector, including DoorDash and Lyft. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and involvement in commodity pool operations and fund advisory.

Carolyn Friend is a financial advisor at LPL Financial with eight years of industry experience. Prior to joining LPL Financial in 2020, she worked at Royal Alliance from 2018 to 2020. In addition to her advisory work, she operates a bookkeeping business and manages an accounting services firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various technology tools and a large network of investment adviser representatives.