Sarah Kuhn is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Her prior work includes roles at Concorde Investment Services, Securities America, and Secure Planning Strategies. She is also a notary in Westland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Mason Sova is a financial advisor with LPL Financial, holding a Series 66 credential and one year of industry experience. His prior work includes positions at Equitable Advisors and DFCU. Mason’s background includes diverse roles before entering the financial sector. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Brian Coles is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves on the boards of the William A. Pearson Elementary Parent Teacher Organization and the Hartland Gymnastics Booster Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Ryan Welch is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and has held various roles in corporate and educational settings. 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 and brokerage services, including financial planning, retirement plan consulting, and model portfolio options supported by research from LPL and third-party providers.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation and six years of industry experience. He previously worked at Liggett from 2016 to 2022 and attended Michigan State University from 2022 to 2026. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct portfolios that include a wide range of investment options.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Dearborn, MI. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and multiple portfolio management options.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Clare Mc Millan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at EDUStaff and was involved with the Olancho Aid Foundation in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sidney Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Thompson held positions in education and retail, including roles at Wayne State University, Macomb Community College, and Target. Merrill, along 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Shanna Shillington Bylsma is a financial advisor with Ameriprise in Belmont, MI, holding a Series 66 credential and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is an active member of the D.A. Blodgett St. John's Home Guild, a nonprofit organization where she helps organize major fundraisers and volunteer initiatives. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement who meet certain asset thresholds. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and employs a centralized consulting team that delivers data-driven, non-discretionary retirement recommendations.

Bryanne Kramer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Clawson, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise.

Dillon Dejong is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held positions at Northwestern Mutual and Hartman and Tyner. Outside of his advisory role, Dejong has involvement with Michigan Financial Companies in administrative and client relations capacities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Thrivent Financial and the Office of Public Defender. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Hannah Szalay is a Series 65–licensed financial advisor with three years of industry experience, currently with Edelman Financial Engines in Novi, MI. She has worked at Edelman Financial Engines and its predecessor firms since 2019, with prior roles at Lifecycle Financial Planners and the University of Michigan - Flint. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Lee Hart is a ChFC® credentialed financial advisor with 30 years of industry experience, currently practicing at Ameriprise since 2020. Prior to that, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Hart serves on the board of directors for the Detroit Institute of Arts. Ameriprise provides a retirement-income planning service targeted at clients approaching or in retirement with significant investable assets, offering comprehensive written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and a centralized consulting team to deliver tailored retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and accumulating 39 years of industry experience. He has been associated with Independent Financial Advisors and LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party subadvisors, and advanced technologies such as machine learning.