Patrick Maher is a CFP® professional with 30 years of experience in the financial industry. He is currently with LPL Financial and has prior experience at Cuso Financial Services, LP and DFCU Financial, where he has been involved for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting supported by research and model portfolios.

Jay Peitsch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Chase Bank and affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.

Jeffrey Rabon is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 66 and Series 63 licenses and with 22 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized retirement income service that provides written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies. The firm’s approach integrates investment research, third-party data, and algorithmic tools, with recommendations implemented on a non-discretionary basis.

Randall Cope is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with Edward Jones since 2014. Outside of advising, he is involved as a partner and property manager at Nash Loop Property Management LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of advisors and offers a range of investment strategies and affiliated services under a fiduciary standard.

Anthony Grose serves as Senior Resident Director at Merrill, where he leads a practice centered on accountability, empathy, and trust. He works with clients to develop personalized financial strategies focused on wealth planning and cash flow management. His approach is grounded in understanding each client’s full financial picture and adapting strategies to evolving market conditions. Anthony specializes in serving endowments, foundations, and non-profits, as well as providing legacy planning, retirement income planning, tax minimization, portfolio management, and support for clients managing new wealth. Anthony holds a Bachelor's and a Master's degree from the University of Michigan System. He has earned the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Investment Management Analyst® (CIMA) designations, along with the Personal Investment Advisor (PIA) credential. Fluent in both English and Spanish, Anthony follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of work, his interests include cooking, football, reading, running marathons, and soccer.

Justin Rice is a CFP® with five years of industry experience, currently affiliated with Raymond James Financial in Ann Arbor, MI. He manages client portfolios and operational systems at McLaren Wealth Strategies LLC, a business he is actively involved in alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers customized, non-discretionary planning leveraging analytical tools and supports a broad advisor network with specialized services including municipal advisory and employer-sponsored retirement plan consulting.

Mark Foster is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked at LPL Financial since 2015 and previously was with Talmer Bank and Trust from 2015 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Collin Allor is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he worked at Madonna University for six years and has experience in landscaping. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Lisa Lacross Courtney is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. She has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Megan Davis is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns an independent distribution business for Young Living Essential Oils. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

David Rychlick is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for nine years. Outside of advisory work, he is also licensed to sell life and disability insurance and offers fixed annuities. OSAIC serves a broad mix of retail and institutional clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and supports multiple advisory platforms, including third-party managed account solutions and unified managed accounts.

Eric Van Hevel is a financial advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and bringing 12 years of industry experience. He has been associated with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his professional role, he serves as an independent contractor officiating high school football and basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and the option to combine planning with managed-account programs under a consolidated billing system.

John Shmyr Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kevin Mcdevitt is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Troy, MI. He has been with UBS since 1987. In addition to his advisory role, he has acted as a trustee for a family trust for several years, overseeing its administration and asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

Mark J. Sharkey is a financial advisor with UBS Financial Services in Livonia, MI, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and custody solutions.

Dennis Lavoy is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at OSAIC since 2023. He has previously worked at FSC Securities Corporation and Michigan Financial Advisors, and he also operates Telos Financial, his own insurance and annuity business. Lavoy is a board member of the Community Foundation of Plymouth and serves on the Board of Directors for Community Financial Credit Union, where he holds the roles of Secretary and Treasurer. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a variety of tools and third-party services to construct and manage portfolios, accommodating both discretionary and non-discretionary accounts.

Jason Parker is a financial advisor at OSAIC Wealth, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Parkland Securities and Sigma Financial Corporation. Outside of his advisory role, he is also employed as a tax preparer at Mathewsons Tax Service. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

Brock Becker is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2003, he has focused on helping clients and their families develop goal-oriented strategies tailored to their personal and financial objectives. His areas of expertise include education planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Brock holds a bachelor's degree from Madonna University and holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He follows Merrill’s tradition of community engagement, volunteering with local organizations. Outside of his professional work, Brock enjoys biking, golfing, and soccer, and he and his family actively participate in soccer through playing, coaching, and volunteering.

Jessica Pauly is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth since 2026. Her prior experience includes nine years at LPL Financial and eleven years at Auto Warehousing Company. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.