Chad Rinke is a financial advisor with Edward Jones in Rochester, MI, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee and finance committee member for the Community Foundation of Greater Rochester. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, offering both discretionary and non-discretionary advisory programs with approximately $1.01 trillion in assets under management and a nationwide network of financial advisors and offices.

Andrew Morris is a financial advisor with LPL Financial in Rochester, MI, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2025 and previously held roles at Fairway Investment Group, MEA Financial Services, and Paradigm Equities. He also has ongoing employment with Corewell Health (formerly Beaumont Health) since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Anthony Whitbeck is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Whitbeck is involved in coaching and business development through Advisor Legacy and holds ownership interests in several real estate and consulting ventures. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets, providing tailored recommendation reports that incorporate advanced modeling and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through affiliated entities, with a focus on delivering personalized retirement income planning supported by algorithmic automation and oversight.

John Mulka is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley, Northwestern Mutual, and VIMA, LLC. Mulka is based in Auburn Hills, MI. 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 recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Connor Travis is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2021, working in various roles including Planning Consultant, Relationship Manager, and Investment Solutions Representative. Prior to joining Fidelity, Connor worked as a Financial Consultant at Equitable Advisors AXA Advisors from 2018 to 2021. Throughout his career, Connor has focused on collaborating with families to address their unique financial goals, needs, and dreams. He emphasizes a holistic approach that aims to ensure confidence and comfort throughout the financial planning process. Connor values the meaningful responsibility of assisting families in pursuing lifelong dreams. No additional information about his education, credentials, personal interests, or community involvement was provided.

Linton Banwell is a financial advisor at LPL Financial with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2017. Prior to that, he was with National Planning Corporation for seven years and has been involved with North American Pension Services LLC since 1970, where he serves as sole proprietor providing retirement plans and pension services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary strategies.

Robert Krut is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He has previously worked at Morgan Stanley and Wells Fargo Clearing. Outside of his advisory role, he serves as a co-trustee of a family trust. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions tailored to clients meeting specific net-worth criteria. The firm combines advisory services with other financial products and referral channels to deliver comprehensive financial solutions.

Andrew Dafoe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Joe's Quality Construction. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and analytic models. The firm manages approximately $2.74 trillion in client assets and provides services that extend from direct individual plans to corporate financial planning agreements.

Andrew Upleger is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with LPL Financial since 2019 and concurrently operates Advantage Tax & Financial Services, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Cortez Robinson-Starks is a Financial Consultant at Fidelity Investments, a role he has held since 2014. In this capacity, he partners with individuals, families, and business owners to develop comprehensive wealth plans aimed at providing financial peace of mind. He focuses on creating strategies that are personal, comfortable, and understandable, helping clients build confidence in their financial decisions. Prior to joining Fidelity Investments, Cortez worked as a Relationship Banker at J.P. Morgan Securities LLC from 2010 to 2014. His professional experience spans over a decade in the financial services industry, during which he has supported clients in selecting wealth strategies tailored to their present and future needs.

Michael Bender is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. He began his career at Fidelity in 2017 and has progressed through roles including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, Michael worked as a Relationship Banker at FirstMerit Bank from 2015 to 2016. Michael's approach to financial planning emphasizes trust and integrity, collaborating with clients to assess their unique circumstances and needs in pursuit of their financial goals. His experience spans financial consulting and investment advising within Fidelity Investments. Outside of his professional work, Michael has interests in fitness, football, spending time at the lake, caring for pets, and traveling.

J Fioroni is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in investment and wealth management advisory services. Since joining Merrill in 1982, he has focused on developing client relationships tailored to their individual needs and aspirations. Working as part of Team Fioroni, which collectively holds over 60 years of industry experience, he assists clients ranging from growing families to retirees in defining and pursuing their financial goals through comprehensive wealth management planning. Fioroni holds the Chartered Retirement Planning Counselor (CRPC™) and Personal Investment Advisor (PIA) designations. He earned dual Bachelor of Arts degrees from Michigan State University. Beyond his advisory role, he has been involved in leadership development, having taught Dale Carnegie Leadership Courses for 15 years across Michigan. He is an officer of the Rotary Club of Flint, Michigan, and actively participates in the community through this organization. Fioroni is also an avid baseball player and fan, competing in Men’s Senior Baseball tournaments locally and nationally. He lives in Michigan with his wife, Lynette, and their three children.

Bryan Bender is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He focuses on helping clients develop and implement comprehensive financial plans aimed at achieving predictable outcomes and providing control over their financial futures. Bryan's professional experience is centered on delivering financial consulting services, leveraging his expertise to assist clients in navigating their financial goals. Outside of his professional role, he enjoys baseball, boating, family activities, music, outdoor adventures, and tennis.

Michele Morgan is a financial advisor with Ameriprise in Fenton, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at UBS Financial Services from 2009 to 2019 before joining Ameriprise. Morgan is also the owner of Next, LLC, a business unrelated to advisory services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jill Syracuse is a ChFC® credentialed financial advisor with 23 years of industry experience, currently serving clients at Ameriprise Financial Services, LLC since 2021. Prior to this, she worked for Royal Alliance for 10 years. Outside of her advisory role, she is involved in tax preparation through Blumark Tax Advisors, LLC, and participates in a wellness shopping club called Melaleuca. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

James Lang is a financial advisor with Ameriprise in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise since 2005. Lang serves as Vice President and sits on the Board of Directors for the Grand Blanc Baseball Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations through a centralized consulting team.

Brian Higgins is a financial advisor with Merrill in Auburn Hills, MI, holding Series 63 and Series 66 registrations and 43 years of industry experience. He has been with Merrill since 1977 and has also worked with Bank of America since 2009. Outside of his advisory work, he serves in a power of attorney capacity for a non-investment-related entity. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm’s investment management includes multiple program strategies and extensive manager-constructed offerings, supported by integration with Bank of America’s broader banking and capital markets platform.

Ethan Mulder is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Epic Systems and Panera Bread. He is also involved with Wagner & Mulder Financial Group, a non-investment-related business based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses analytical tools and tailored strategies to support diverse client goals and offers specialized programs including municipal advisory and SIMPLE IRA Employer Consulting Services.

Matthew Maldonado is a financial advisor at Morgan Stanley with six years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and held roles at Michigan State University. He also serves in the Michigan Army National Guard. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a variety of investment services.

James Wilhelm is a financial advisor at Edward Jones in Clarkston, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.