Gerald Mangona is a financial advisor at Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a keyboard player and vocalist with Packin Heat LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Brett Jackson is a CFP® with 18 years of industry experience, currently serving at OSAIC Wealth, Inc. He previously worked at firms including PNC Investments LLC, LPL Financial LLC, and Parkland Securities. In addition to his advisory role, he acts as a Senior Regulatory Analyst for MARKET SHARE INC., assisting financial professionals with compliance and regulatory requirements. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and a variety of managed account programs.

Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Travis Smith is a financial advisor at LPL Financial with seven years of industry experience. He has previously worked at Ameriprise and The Huntington Investment Company, and holds Series 63 and Series 66 licenses. Outside of advising, he is also a commissioned notary in Livonia, Michigan. 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 financial planning and portfolio management services, utilizing both proprietary research and third-party subadvisors, supported by advanced operational tools.

Joseph Biscaro is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at C&U Americas and Robert Bosch. Biscaro is also involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, using model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Nitish Kulkarni is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, Citizens Bank, and United Wholesale Mortgage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund selection, and customized performance reporting, with clients retaining final decision-making authority.

Kenneth Lundquist Jr. is a financial advisor at OSAIC with 36 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Royal Alliance Associates, Sii, CCO Investment Services Corp, PNC Wealth Management, Natcity Investments, and Signator Investors. Outside of his advisory work, he is involved with Allen Wealth Strategies, where he manages smaller death benefit insurance cases and fixed annuities. OSAIC serves a diverse client base including retail investors, high-net-worth households, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach includes model-based asset allocation, portfolio optimization, and a range of managed account solutions supported by a complex affiliate network and multiple custodial and program arrangements.

Donald Andrysiak is a financial professional with Cetera, holding Series 66 and Series 63 designations and two years of industry experience. His background includes roles at Cetera Advisors LLC and Jackson National Life Distributors, LLC. Outside of his advisory work, he was previously employed in the landscaping and golf club industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors utilizing a multi-manager platform with both discretionary and non-discretionary options.

Mitchell Carter is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and has held academic positions at Wayne State University and Albion College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its tailored planning approach.

Frank Sims Jr. is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include 12 years at Stifel Nicolaus & Co., Inc. and earlier tenure at Ameriprise Financial Services Inc. He is also involved in independent insurance brokering with a focus on fixed annuities through Pacific Life. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm combines algorithmic tools with advisor input to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Aman Awan is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has worked at Cuso Financial Services, Lp and DFCU Financial since 2014, and previously spent two years at Fifth Third Securities, Inc. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing both discretionary and non-discretionary strategies alongside advanced operational tools.

Troy Nelson is a financial advisor with Ameriprise in South Lyon, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm operates with a centralized retirement-income consulting team and emphasizes the use of managed accounts and algorithmic tools to support its advisory process.

Paul Benson Jr. is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory role, Tafelski is a certified NFLPA contract advisor and owner of The Detroit Sports Group/Elite Evaluators. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional plans, and municipal entities. The firm offers financial planning and consulting services through a variety of portfolio management styles and supports its advisors with extensive research and model management options.

Joshua Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. Outside of his advisory work, Larsen serves as a board member for AYSO Region 610 and coaches youth soccer in the Jackson area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment recommendations.

Shelby Wilson is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Wilson worked at JPMorgan Chase and Starbucks, and was affiliated with the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning solutions.

Sarah Murray is a financial advisor at Ameriprise with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliates since 2005. Murray serves on the finance committee of the Cancer Support Community and is involved in several local business ventures, including leadership roles with Gang of Wolverines, LLC and Murray, McCumons & Associates, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies tailored to clients approaching or in retirement.

Grant Hulett is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in Ann Arbor, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management according to clients' goals and risk tolerances.