Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Philip Dubinski is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. In addition to his advisory role, he prepares financial plans for other advisors at his office. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Tom Mclinden is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at Woodbury Financial Services and Berthel, Fisher & Company Financial Services. Outside of advising, he is involved in business ownership related to financial services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides tailored investment strategies through a network of independent financial professionals using multiple platform arrangements and both proprietary and third-party model strategies.

Michael Birkle is a CFP® professional with 35 years of industry experience. He is currently affiliated with LPL Financial since 2024, following 18 years at Crown Capital Securities, LP, and over three decades at Birkle Financial Services. In addition to his advisory work, he is involved in tax preparation and accounting as the owner of Birkle & Birkle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management with support from its research and model portfolios.

Samuel Maness is a CFP® professional with 10 years of industry experience, currently affiliated with Raymond James Financial. He is the owner of McLaren Wealth Strategies LLC, where he plays an active role in managing and running the business. His prior experience includes roles at ValMark Advisers, Inc. and Valmark Securities, Inc. 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 advisory services supported by analytical tools and maintains specialized programs such as municipal and SIMPLE IRA advisory services.

Jackie Boesman is a financial advisor with Merrill in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Her work history includes roles at Merrill since 2019 and Bank of America, N.A. since 2023. She has also worked at Quicken Loans and Dynamic BDC, and held positions at the University of Maryland Global Campus. 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 model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicole Mulvihill is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked at LPL Financial since 2021. Prior to her advisory career, she held a position at Centria Healthcare from 2015 to 2020. Outside of her advisory work, she owns Mauve Event Management, a business focused on planning and managing events. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, leveraging model portfolios, third-party subadvisors, and research to support discretionary and non-discretionary portfolio management.

Joann Price is a financial advisor at Raymond James & Associates with one year of industry experience. She holds the Series 66 designation and has previously worked at UBS Financial Services and Advanced Wealth Strategies. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds a 33% ownership interest in a new home construction business, Daleview Construction, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. Their advisory process is IPS-driven and includes a broad range of investment choices, including insurance-related vehicles and bank deposit sweep options.

Angie Leaser is a Financial Consultant at Fidelity Investments, a position she has held since 2023. Prior to this role, she worked as a Financial Advisor at Edward Jones from 2019 to 2023. Angie partners with her clients to create clear, personalized financial plans to help them make informed decisions regarding their futures and pursue the lives they have worked hard for. Her professional experience spans several years in financial advisory roles, focusing on retirement planning and personalized financial strategies. Angie values clear communication and collaboration with clients to ensure their goals are met. Outside of her professional work, Angie enjoys spending time with family and friends, boating, cooking and baking, and participating in community volunteer efforts.

Mark Grieshaber is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Edward Jones in Saline, Michigan, since 2006. Outside of his advisory role, he educates attendees on basic investing principles through financial workshops at Washtenaw Community College. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Ambrosina Baskett is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following seven years at Fidelity Brokerage Services LLC and eight years at Sigma Financial Corporation. Outside of her advisory role, she is a partner at A & J Real Estate Management LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, with a focus on systematic portfolio construction using proprietary research, quantitative analysis, and algorithmic methods.

Adam Schroeder is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at General Motors and Demetrike Wells-O'Brien State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jeffrey Radford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing assets held in Ameriprise Managed Accounts and integrating algorithmic automation overseen by a specialized committee.

Brandon Ford is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at Wintrust Financial. Prior to his financial career, he held various roles including at Rumbi Island Grill and Hillcrest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Shannon Mc Kee is a financial advisor at LPL Financial in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining LPL Financial in 2025, Mc Kee worked at DFCU Financial and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by research and model portfolios.

Scott Tousa is a financial advisor with Edward Jones in Ann Arbor, MI, holding a CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including eight years at Invesco Distributors, Inc., before joining Edward Jones in 2019. Outside of his advisory work, he and his wife manage a rental property in Ypsilanti, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and specialized services.

Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Mortenson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Mortenson serves as treasurer on the leadership board of St. John's Lutheran Church, involved in financial oversight and strategic direction for the church and its affiliated school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across a range of topics. The firm separates its planning services from managed-account programs and emphasizes periodic reviews and advisor-delivered updates without discretionary trading authority.