Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Janice Cichowlas is a financial advisor with Ameriprise in Allen Park, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Marie Everitt is a financial advisor at Cambridge Investment Research Advisors with 22 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cambridge Investment Research Advisors since 2013, following prior roles at Cetera Advisors LLC and Edward Jones. Outside of her advisory work, she is an independent insurance agent operating through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers clients access to multiple platforms, third-party advisers, and proprietary model strategies.

Laura Hollinshead is a financial advisor at Osaic with eight years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 19 years. Outside of her advisory role, she serves as a notary public. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, offering a variety of brokerage and advisory programs across affiliated broker-dealer and RIA relationships.

Lorri Milewski is a financial advisor at Edward Jones in Riverview, Michigan, holding a Series 66 designation with eight years at Edward Jones and a total of three years in the industry. Prior to joining Edward Jones, she worked for the Crestwood School District for 21 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kylie Davis is a financial advisor at OSAIC with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining OSAIC in 2025, she worked at Tanglewood Golf Club and Central Michigan University. OSAIC serves a diverse range of retail and institutional clients using a multi-advisor platform that offers brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various tools and third-party manager options.

Paul Vandenheede is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2010 and holds Series 63 and Series 65 licenses. He is the executive director of the Vandenheede Foundation, a family foundation that funds religious and educational organizations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Ivette Hernandez is a financial advisor with J.P. Morgan Securities in Taylor, MI, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Sergey Solovyev is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes positions at MassMutual Life Insurance and MetLife Securities, with ongoing involvement at Euro Market since 2004. Outside of his advisory role, he works as an independent insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment programs.

Dustin Misorski is a financial advisor with Cetera holding a Series 66 designation. He has been with Cetera and its affiliated entities since 2022. Prior to his career in finance, his experience includes roles at Ford Motor Company and various service industry positions. He is also involved with DigitalToolProducts, a separate business venture. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Steven Burgett is a financial advisor with Ameriprise in Trenton, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Raymond James & Associates, BD Ops, and Goodman Acker. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice using an internal committee’s research and algorithmic tools. The firm’s approach includes restrictive enrollment criteria and incorporates assets managed within its affiliated product ecosystem.

Erin Chevrette is a financial advisor with Edward Jones in Northville, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at General Motors for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network across the United States.

Kimberly Gagne is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 12 years of industry experience. She has worked at Raymond James since 2016 and has also held roles at New World Financial and Center Street Wealth Strategies. Outside of advisory work, she serves as an independent contractor providing client service and paraplanning support at New World Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports implementation through its advisory programs or other providers.

Matthew O'Brien is a financial advisor with Edward Jones in Farmington, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at MacLean Fogg and Master Automatic. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices.

Rachel Freyre is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Northville, MI, and has five years of industry experience. Her prior roles include positions at Wells Fargo Bank, Key Bank, and a background in higher education. Outside of her advisory work, she has experience as a property owner and manager. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliated services.

Angela Braswell is a financial advisor with Primerica Advisors in Southfield, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, focusing primarily on individual investors rather than institutional clients.

Austin Mallery is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. He has held positions at Secure Financial Corp, Ventura Oaks Ventures, and UTR Management. In addition to his advisory role, he owns and operates Very Good Financial and Tax Services LLC, which provides tax preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, recent consolidation, and complex affiliate network.

Carson Mamo is a financial advisor at Thrivent Investment Management in Detroit, MI, holding Series 65 and Series 63 credentials with two years of industry experience. Prior to joining Thrivent, he worked at Financial Architects, Inc. for six years and operated a landscaping business, Mamo's Landscape Solutions, for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm focuses on holistic, goal-based planning covering various financial topics and offers a combination of planning and managed-account services under a consolidated billing option called “WealthPlan.”

Victor Harris is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp and NYLIFE Securities LLC. Outside of financial services, he was involved with Aqua Tots Swim Schools for four years. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Thomas Valade III is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Orchards Architectural Review Committee, a neighborhood committee that reviews exterior modification plans. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written retirement-income recommendation reports and ongoing planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.