Breanna Emmett is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 license and bringing 10 years of industry experience. Her previous roles include positions at Transamerica Life Insurance Company, RBC Capital Markets, LLC, and Jackson National Life Distributors LLC. Outside of financial advising, she coaches clients on adopting healthy habits through a health coaching business and works as a driver and pet sitter. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, focusing on managed advice and investment education programs that emphasize asset allocation, contribution rate, and retirement age guidance. The firm leverages Morningstar Investment Management’s proprietary tools for portfolio construction and oversight, operating at scale with approximately 301 advisors and over 200,000 clients.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Erick Palacios Cruz is an advisor at Fifth Third Securities, Inc. holding Series 63 and Series 65 credentials. He has been with Fifth Third Securities since 2026 and has experience at Fifth Third Bank dating back to 2021. His background includes roles in public offices and educational institutions. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types, including managed accounts and separately managed accounts, supported by Fidelity’s Managed Account Xchange platform.

Matthew Bailey is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Fifth Third Bank and Trinity Health Senior Communities. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts through investment advisory and brokerage services. The firm offers various managed account programs via the Passageway platform, incorporating multiple investment strategies and third-party portfolio managers.

Christopher Baccella is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Mariner Wealth Advisors, where he has worked since 2022. His prior roles include positions at Heber Fuger Wendin, Alan B. Lancz & Associates, and Old National Wealth Management. Baccella serves on the Board of Directors for Banker's Retirement Service, a 401(k) plan for community bankers in Michigan. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, implementing discretionary, customized portfolios supported by both in-house and third-party resources.

Rebecca Papas is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has five years of industry experience. Prior to her current role, she has been associated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. since 2013. Outside of advising, she is the owner and manager of Iota Group, LLC, a marketing firm that assists small businesses with marketing strategies and advertising. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and consulting, offering tailored asset allocations using a combination of fundamental, technical, and cyclical analysis methods. The firm provides both wrap and non-wrap programs, often incorporating outside managers, and operates as part of a group with ties to mortgage and insurance businesses.

Rickie Sherline is a financial advisor at SPC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sigma Financial Corporation since 1997. Outside of his advisory role, he serves as president of the Pisgah/Zeiger B'nai B’rith lodge, a Jewish charitable organization providing community services such as scholarships and food assistance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors.

Dylan Kemp is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has prior work experience at Nike Community Store, Michigan State University, and Plante Moran. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory and brokerage programs. The firm emphasizes client-directed model selection combined with ongoing monitoring and offers access to third-party discretionary managers while maintaining oversight through due diligence and supervisory review.

Marisa Main is a financial advisor with Principal Financial Services in Northville, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 2006. Outside of her advisory role, she serves as a JV tennis coach at St. Catherine of Siena Academy. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kenneth Blanton is a financial advisor at NewEdge Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Merrill for 33 years before joining NewEdge Advisors in 2023. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support personalized investment solutions.

Melissa Merem is a financial advisor with First Command Advisory Services and holds the Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and various First Command entities. Merem is also the owner of Merem & Co. LLC, an independent venture related to her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Dane Colberg is a financial advisor with Valic Financial Advisors in Novi, MI, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Agia, OneAmerica Securities, American United Life, State Farm, and Hantz Financial Services. He is also an agent with Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors and significant discretionary assets under management.

Anthony Moyle is a Series 66-licensed financial advisor with Valic Financial Advisors in Novi, MI, with four years of industry experience. He has worked at Valic Financial Advisors since 2021 and holds an insurance agent role with Agia, focusing on non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers diversified investment management and financial planning services through a large network of advisors and employs discretionary unified managed accounts supported by centralized technology and model solutions.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. 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 institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

Gary London is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Pure Benefits of Michigan, Securian Financial Services, and ownership of London Financial Services, Inc. He has maintained an officer role at London Financial LLC alongside his advisory career. Fidelity’s Strategic Advisers LLC, where Gary is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse investable universe.

Mark Pagels is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following a three-year tenure at MedTest. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and trust services.

Kerry Kerch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory with broker-dealer and investment management capabilities.