Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

Devin Kind is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and operates Clear Strategy, where he serves as a financial advisor and insurance agent. Outside of finance, he has experience as a barber, cutting hair once or twice a month at Brighton Barbers. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

Dominic Balagna is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior experience includes a year at NorthWestern Mutual before joining LPL Financial. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with over 22,800 advisors and $819 billion in discretionary assets under management.

Eric Schroeder is a financial advisor with OSAIC in Brighton, MI, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Questar Capital Corporation and Woodbury Financial Services and has operated Estate Preservation for over 25 years. Schroeder serves as a board member for the Fortunaire Club Charitable Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.

Robert Stites is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously at Blue Water Asset Management and Invest Financial Corporation. He has also operated Stites Financial LLC since 1997, which includes an insurance agency offering health, life, group benefits, and accident insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Charles Dobben is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Spring Arbor University. Outside of his advisory role, Dobben coaches tennis and pickleball in the Ann Arbor and Jackson, Michigan areas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides customizable investment approaches supported by proprietary research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Jeffrey Petrillo is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been affiliated with Raymond James Financial since 2009 and has managed his own firm, the Petrillo Group, since 2005. Outside of his advisory roles, he is involved as a partner in Diamond Building LLC, a business related to real estate management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports its clients through advisory programs, with a notable focus on municipal and public finance services and innovative employer advisory offerings.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Dominic Criscuolo is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing five years of industry experience. He previously spent 20 years with the Tom James Company before joining Edward Jones in 2020. Outside of financial advising, he is involved with Street Marketing Inc, a marketing business based in Northville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and affiliated investment products.

Robert Baidel is a CFP® and ChFC® with 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005, currently based in Brighton, MI. Outside of his advisory role, he owns and manages commercial real estate through Baidel Properties LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing retirement-income planning and tax-aware withdrawal strategies. The firm’s investment approach incorporates proprietary research and third-party data within a defined product ecosystem.

Natalie Norman is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and 27 years of industry experience. She has worked with Raymond James Financial Services since 2007 and has been the branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and technology-driven solutions.

Ryan Haller is a financial advisor with LPL Financial in Brighton, MI, holding a Series 66 designation and nine years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Travis Richards is a financial advisor at Ameriprise with 13 years of industry experience and holds the Series 66 designation. He has worked at Ameriprise and its affiliated entity since 2013. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Brianne Walsh is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Oppenheimer & Co Inc for six years and has additional experience with Beaumont Health and Eastern Michigan University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joseph Fritz is a financial advisor with Edward Jones in Ann Arbor, MI, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Edward Jones in 2020, he spent 15 years working in the restaurant industry with Pacific Rim Restaurant. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Matthew Wojczynski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2014 and concurrently with Jpmorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager selection, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Holly Duthie is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 26 years before joining Morgan Stanley. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Raymond Rondy II is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, while offering both retail and institutional investment solutions.

Jameson Cavanaugh is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience and has held roles at CFV & Associates, Inc., Plante Moran Trust Bank, and Friend & Associates. Outside of his advisory work, he is involved in tax preparation and accounting services. 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 and model portfolio programs, supported by a large network of investment adviser representatives and multiple investment strategies.

Andrea Kotch Duda is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. She has worked at Raymond James & Associates since 1999, including the current nine years at the Ann Arbor office. Outside of her advisory role, she owns and manages rental real estate properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services and employs a range of portfolio management styles supported by affiliated research and sub-advisers.