Timothy Curry is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he works as an independent delivery driver for companies including Shipt, Inc. and Door Dash Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jay Smith is a CFP® with 43 years of industry experience, currently serving at Raymond James Financial in Oxford, MI. He has been associated with Raymond James Financial Services, Inc. since 1986 and has worked with Metropolitan concurrently since 2010. 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, utilizing tailored planning and analytical tools to support client goals.

Kristie Szejbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Grant Fodor is a financial advisor with Edward Jones in Lake Orion, MI, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves as president of Fodor Family Farm, LLC, a hobby farm and retail business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Justin Riley is a financial advisor at Fidelity with 14 years of industry experience and holds the Series 66 designation. His prior experience includes two years at Raymond James & Associates before joining various Fidelity affiliates in 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including registered investment companies and offers model portfolios developed through systematic methodologies and long-term asset allocation strategies.

Kurt Schuster is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2010. He also owns and operates Qolity Tax, a personal income tax preparation and advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, and brokerage services supported by research and various investment management approaches.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with LPL Financial and its predecessor firms since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Marco Pasquali is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with prior experience at Merrill and Hewlett Packard Enterprise/DXC Technology. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations.

Andrew Roosa is a financial advisor with Edward Jones in Almont, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Edward Jones since 2017 and previously at Comerica Bank from 2014 to 2016. 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 investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Colvett is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial. In addition to his advisory work, he is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services supported by diversified investment research and portfolio management solutions.

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Matthew Hasse is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, with additional experience at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Matthew Alati is a financial advisor with LPL Financial in Washington Township, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining LPL Financial, he worked at Plante Moran for five years. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Matt Rizor is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at General Motors for 24 years. 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 retirement consulting, utilizing model portfolios and research from multiple sources.

Travis Smith is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services since 2008 and holds a Series 63 designation. In addition to his advisory role, he is operations manager and co-branch manager at JLS Financial Services. 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 offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional investing through a broad advisor network.

Marlene Kaltz is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Sagepoint Financial Inc. and Financial Resources Tax & Financial Consulting Services, Inc. She is also an insurance agent specializing in fixed insurance products. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Matthew Lively is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and also has experience with Beatty, Betts & Associates. Outside of finance, he owns MattLively Media and freelances for broadcast productions on occasion. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations in partnership with its financial advisors.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.