William Ashwell is a CFP® and ChFC® with 37 years of industry experience, currently serving as a financial advisor at LPL Financial since 2005. Based in Rochester, MI, he also holds Series 63 and Series 66 licenses. Ashwell is involved in the sale of fixed insurance products, including life and annuity. 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 offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ronald Walton is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Ridgedale Financial Advisors since 2012. Outside of his advisory role, he operates Ronald Walton Doterra Oils, a business focused on selling and organizing sales of pure therapeutic oils. Cetera Investment Advisers LLC serves a diverse client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Matthew Hollis is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management. In his role, he works closely with individuals and business owners to develop personalized financial strategies, focusing on areas such as portfolio construction, retirement planning, legacy planning, liquidity management, and tax minimization. Matthew emphasizes risk minimization and employs strategies including modern portfolio theory to reduce portfolio volatility by using low and negatively correlating asset classes. Matthew began his career in financial services in 2003 after earning a Bachelor of Science degree in Business from Miami University. He further pursued education and holds a Master of Business Administration with a concentration in Finance and Business Economics from Oakland University. His professional credentials include the CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Investment Management Analyst (CIMA), Chartered Life Underwriter (CLU), and Chartered Retirement Plans Specialist (CRPS) designations.Matthew is active in his community, serving as a youth basketball coach and participating in his church, Christ the Redeemer in Orion, Michigan. He also engages in various sports such as baseball, basketball, bowling, golf, ice hockey, soccer, swimming, and tennis, and values spending time with his family.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Ernesto Marchioni is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. His prior roles include positions at Travis Smith and Waddell & Reed, Inc. He has been with LPL Financial since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Dimusto is a financial advisor with Equitable Advisors in Troy, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Equitable Advisors since 2010, following a concurrent tenure with AXA Advisors, LLC through 2020. 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 a broad range of third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Darryl Walker is a Financial Consultant currently working with Fidelity Investments since 2024. He has 19 years of experience in the financial services industry, having held positions such as Vice President Financial Consultant at Charles Schwab from 2022 to 2024, Senior Financial Consultant at TD Ameritrade between 2019 and 2024, Private Client Advisor at JP Morgan from 2016 to 2019, and Financial Consultant roles at Thrivent Financial and Northstar Financial earlier in his career. Throughout his career, Darryl has focused on helping clients and families develop tailored plans to pursue their financial goals. He emphasizes building relationships based on trust and integrity and works collaboratively with clients to create plans that are aligned with their unique situations. Outside of his professional work, Darryl has interests in baseball and family activities.

Paul Moceri is a financial advisor at Stifel with 20 years of industry experience and holds the Series 66 designation. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at Bank of America, N.A. He also serves as a trustee for a family trust. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Michael Reed is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for ten years at E&J Gallo Winery. He is the president of a local business networking group in Clarkston, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Valerie Olsey is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, she worked for over two decades at Genesys Ascension Imaging as an X-ray and mammography technician. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Rhylie Alaimo is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role she has held since 2015. She works closely with a team of advisors and client associates to provide clients in the Southeast Michigan area with comprehensive wealth management services. Her expertise includes college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income planning. Rhylie holds a Bachelor's Degree from Michigan State University and maintains professional designations as a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). She is committed to delivering personalized financial strategies tailored to each client's long-term goals. Outside of her professional responsibilities, Rhylie is involved in community service through Big Brothers Big Sisters and enjoys spending time with her family. Her personal interests include cooking, gardening, pottery, reading, tennis, traveling, and watching movies.

Kara Case is a CFP® with 10 years of industry experience, currently serving as an advisor at LPL Financial since 2019. Her prior experience includes roles at Centaurus Financial Inc. and JPMorgan Chase Bank NA. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by proprietary and third-party research.

Eric Dovre is a financial advisor at Merrill in Auburn Hills, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Merrill since 2016. 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, pension plans, corporations, and charitable organizations.

Zackary Thalgott is a financial advisor at OSAIC with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at multiple firms, including Securities America, Pacer Financial, and Producer's Choice Network. In addition to his advisory role, he assists with accounting and general business operations for a tax and accounting business. OSAIC serves a range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Michael Clark is a Financial Consultant at Fidelity Investments. He began his career with the company in 2015 and has held several roles, including Customer Relationship Advocate, High Net Worth Service Associate, Relationship Manager, and Planning Consultant. He assumed his current position in 2023. With over a decade of experience in the financial industry, Michael focuses on building client relationships founded on trust and understanding. He emphasizes collaboration to develop and implement financial plans tailored to each client's goals and definition of success.

Craig Bastuba is a financial advisor at Equitable Advisors with 23 years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2002, previously affiliated with Axa Advisors. Outside of his advisory role, he is the owner of Lakeshore Benefit Group Inc. and holds leadership positions in other business entities. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement plan support, and asset management access through LPL programs and third-party asset managers, utilizing a hybrid referral and implementation model.

Will Smith is an Investment Consultant at Fidelity Investments, a position he has held since 2023. In this role, he focuses on empowering clients with the knowledge and tools necessary to pursue their financial goals. He is committed to expanding access to financial guidance and supports his clients through thoughtful, values-aligned planning. Prior to joining Fidelity Investments, Will worked as a Securities Trader at Plante Moran from 2021 to 2023. Before that, he was a Securities Operations Associate at FIS from 2020 to 2021. This experience has provided him with a solid foundation in securities trading and operations. Outside of his professional work, Will has personal interests in fitness, music, and reading.

Robert Phillips is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively within JPMorgan Chase and J.P. Morgan Securities since 2007. Previously, he was involved with Lifelong Advocacy Inc. from 2012 to 2020. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Stelman is a CFP®-credentialed financial advisor with 32 years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021 and previously from 2009 to 2018. Prior to that, he was with Acorn Wealth Advisors for three years. Stelman also operates an independent insurance agency and other related business entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing a range of portfolio management approaches and platform arrangements.

Michael Busse is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Austin Peay State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering financial planning, advisory programs, and retirement plan consulting through a large network of investment adviser representatives.