Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Laura Kellmann is a CFP® credentialed financial advisor with Ameriprise, based in Marco Island, FL, and has 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Kellmann serves on the board of directors for Pink Sisters Inc., a nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with tailored advice, delivering recommendations through a centralized consulting team in partnership with client advisors.

David Wagner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hill is a financial advisor with Cetera who holds Series 63, 65, and 66 designations and has 15 years of industry experience. He has held roles at multiple firms including Securian Financial Services, Wealth Strategies Financial Group, and Q3 Asset Management. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management options, including third-party managers and bespoke strategies, and manages over $256 billion in assets across more than 10,000 advisors.

Daniel Holzman is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He partners with clients to understand their goals and develop long-term strategies utilizing Fidelity's resources. Prior to his current position, Daniel served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as an Investment Consultant there from 2022 to 2024. Before joining Fidelity, Daniel worked as a Brokerage Specialist at Charles Schwab from 2020 to 2022. He also gained experience as a Prime Brokerage Analyst at Interactive Brokers LLC from 2017 to 2020.

Kierra Ryan is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thomson Reuters and Bunzl Distribution NA. She has also been involved in early childhood education through roles at Zion Lutheran Preschool and Daycare and Freedom Child Development Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ investment goals and offers specialized services such as municipal finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Bonnie Anderson is a CFP®-certified financial advisor with 28 years of industry experience, currently with LPL Financial. She previously spent 15 years at Cadaret, Grant & Co., Inc. and has operated Anderson Family Financial since 2005, offering tax preparation and accounting services alongside her advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a large national network. The firm provides various advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technological tools.

Kimberly Jamieson is a financial advisor with OSAIC in Livonia, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc, Strategic Investment Advisors, Inc., and CoreCap Investments, Inc. She is the owner of Jamieson Wealth Management LLC and is involved with Golden Legacy Wealth Management in various financial planning and insurance roles. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that include a range of asset types and supports both discretionary and non-discretionary account management.

Rory Kind is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked at Republic National Distributing Company from 2015 to 2018. He holds the Series 66 designation and is based in Canton, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Heather Armstrong is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Meijer and various financial services firms before joining J.P. Morgan in 2018. She also volunteered with the Ronald McDonald House from 2014 to 2017. 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, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Andrew Pusateri is a CFP® and CFA® charterholder with 20 years of industry experience. He has been with Edward Jones since 2007, based in South Lyon, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gwen Hodges is a Series 66 licensed financial advisor with Edward Jones in Milan, Michigan, where she has worked since 2008. She has 18 years of industry experience. Hodges is a non-active member of the Milan Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Orlando is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2010. Outside of his advisory role, he is the owner of Orlando Wealth Management and an associate at Center Street Wealth Strategies. 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 investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Andrew Misenko III is a financial advisor at J.P. Morgan Securities with four years of experience in the industry. He holds Series 63 and Series 66 licenses. His professional background includes roles at Quicken Loans LLC, Packaging Corporation of America, and entrepreneurial ventures such as Misenko Properties LLC and M&T Vending LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brian Sites is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Fidelity Personal and Workplace Advisors and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Brian D'ziurman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Urban Hubert is a CFP® designated financial advisor with UBS Financial Services in Plymouth, MI, bringing 61 years of industry experience. He has been with UBS Financial Services since 1963. 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 plans to clients’ goals and risk tolerances.

Angel Mcfarland is a financial advisor at Thrivent Investment Management with two years of industry experience. Mcfarland holds a Series 66 designation and previously worked at UWM and the Michigan Department of Transportation. Outside of advising, Mcfarland also works as an Uber driver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers comprehensive, goal-based planning across various financial topics, delivering recommendations without implementation, and allows clients to integrate planning with managed accounts under a consolidated billing option.

Joseph Hubert is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 1993. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client plans.

Matthew Garofalo is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 66 designation and has worked at Fidelity Brokerage Services LLC since 2020, following roles at UBS Financial Services from 2015 to 2020. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base with a focus on systematic investment methodologies.