Adam Schroeder is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at General Motors and Demetrike Wells-O'Brien State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jeffrey Radford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing assets held in Ameriprise Managed Accounts and integrating algorithmic automation overseen by a specialized committee.

Brandon Ford is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at Wintrust Financial. Prior to his financial career, he held various roles including at Rumbi Island Grill and Hillcrest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. 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 and utilizes proprietary research to tailor investment strategies to client goals.

Shannon Mc Kee is a financial advisor at LPL Financial in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining LPL Financial in 2025, Mc Kee worked at DFCU Financial and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by research and model portfolios.

Scott Tousa is a financial advisor with Edward Jones in Ann Arbor, MI, holding a CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including eight years at Invesco Distributors, Inc., before joining Edward Jones in 2019. Outside of his advisory work, he and his wife manage a rental property in Ypsilanti, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and specialized services.

Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Mortenson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Mortenson serves as treasurer on the leadership board of St. John's Lutheran Church, involved in financial oversight and strategic direction for the church and its affiliated school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across a range of topics. The firm separates its planning services from managed-account programs and emphasizes periodic reviews and advisor-delivered updates without discretionary trading authority.

Matthew Mc Cumons is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brendan Molloy is an Investment Consultant who collaborates with clients to clarify their financial situations and supports them in making confident investment decisions through personalized, goal-driven financial planning. He has experience in financial and insurance services, having served as a Financial Representative at Fidelity Investments from 2023 to 2026. Prior to that, he worked as an Insurance Agent at Farm Bureau Insurance from 2022 to 2023, a Sales Manager at LTL Insurance from 2021 to 2022, and an Insurance Producer at State Farm from 2018 to 2019. Brendan's personal interests include baseball, cars, family activities, fishing, social events with friends, and golf.

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberly Scott is a Series 63-licensed financial advisor with Merrill in Ann Arbor, MI, and has 32 years of industry experience. She has been with Merrill since 1992. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 10,000 advisors.

Mark Maddock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Roberts is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and acts as a personal representative and conservator in family-related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Joseph Bartell is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services since 2013. 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 utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

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.

John Lokar is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered 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 public entities, offering a range of financial planning and consulting services typically on a non-discretionary basis.

Joseph Molloy is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.