Joseph Formicola is a Series 66-licensed advisor at LPL Enterprise with less than one year of industry experience. His prior work includes roles at Uber Eats, McKinley, and DoorDash, among others. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers financial planning, consulting, access to third-party asset managers, and affiliated trust and insurance services.

Yazdi Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2009. Outside of his advisory work, Mistry serves as treasurer and board member of The Kiefer Foundation and volunteers as a board member for the Encore Musical Theatre Company, supporting charitable and cultural organizations in his community. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm combines wealth management with institutional trading capabilities and offers a broad range of capital markets and advisory services.

William Juergens is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career at the Federal Reserve Bank of Chicago-Detroit Branch, then spent nearly ten years working at J.P. Morgan and its predecessors in the Ann Arbor area as a Trust Advisor and Investment Specialist. He has also worked as a professional tax preparer for six years before joining Merrill in 2010. William holds a Bachelor of Arts degree in Economics with high distinction from The University of Michigan. He has completed advanced training sessions at the University of Pennsylvania Wharton School of Business and the University of Chicago Booth School of Business. He earned the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations through the Investments & Wealth Institute™. Additionally, he holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., along with the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations. His professional credentials also include Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Portfolio Manager (CPM), Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). William was born and raised in Michigan. He is married with six children. He enjoys fishing, genealogy, hunting, racquetball, skiing, and watching movies. He is a member of the Ann Arbor Rotary Club and the Washtenaw Estate Planning Council, and participates in the community through involvement with the Cancer Support Community of Greater Ann Arbor.

Christian Rowe is a Branch Leader at Fidelity Investments, where he leads a team focused on providing financial guidance and personalized support. He aims to foster a culture of care, collaboration, and excellence to help clients make informed decisions and pursue their financial goals. He has been with Fidelity Investments since 2023, initially serving as a Financial Consultant before taking on the Branch Leader role in 2026. Prior to that, he held positions as a Senior Financial Consultant VP at Charles Schwab from 2020 to 2023, a Senior Financial Consultant at TD Ameritrade from 2018 to 2023, and worked as an Independent Financial Advisor at Ameriprise Financial between 2017 and 2018. Outside of his professional work, Christian has interests in golf and parenthood.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Kevin Darrow is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is associated with A2 Business LLC, which manages his practice’s payroll. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Gary Pool II is a financial advisor with Merrill in Ann Arbor, MI, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Eaton, Fifth Third Bank, and Eastern Michigan. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

Mike Mc Gowan is a financial advisor with J.P. Morgan Securities based in Plymouth, MI. He holds a Series 66 designation and has 24 years of industry experience, including roles at UBS Financial Services and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sidney Thompson is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2019 and has held various roles in education and retail prior to joining the firm. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jason Lindauer is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies for business owners, senior corporate executives, and high-net-worth families. He has developed customized goals-based approaches that focus on clients' meaningful lifestyle objectives, such as retirement planning, educational funding, and legacy establishment. Jason works closely with clients' accountants, attorneys, and other professional advisors to provide organized and responsive service. Jason joined Merrill in 1985 and holds the professional designations of Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in Sociology from Adrian College in 1983. Additionally, he has completed advanced training at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. Jason also serves on the St. Joseph Mercy Hospital Chelsea Board of Trustees. He has been involved in his community as an Assistant Varsity Football Coach at Chelsea High School and served as Mayor of the City of Chelsea from 2009 to 2017. Jason and his wife, Amy, live in Chelsea and have four grown children. His personal interests include cooking, football, golfing, hiking, music, reading, running, skiing, spending time with family, and traveling.

Mitchell Goodin is a financial advisor at Merrill with a Series 66 credential and has two years of experience in the industry. Prior to joining Merrill in 2024, he worked at The Mannik & Smith Group, Inc., Abonmarche Consultants, Inc., RQAW Corporation, and spent four years at the University of Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Jestin Jansen is a financial advisor at Ameriprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. for over 20 years. Outside of his advisory role, he has owned and managed The Jansen Group, LLC, a business related to his Ameriprise advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, with recommendations produced by a centralized team using proprietary research and tools.

Edward Mc Clellan is a CFP® with 18 years of experience at Edward Jones, where he has been an advisor since 2008. He is also the author of a guided journal focused on the emotional and psychological preparation for retirement. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a broad network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and affiliated services under a fiduciary standard.

Mark Stutzmann is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns DANMAR, LLC, a marina property in Montague, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions based on research, diversification principles, and modern portfolio theory.

Matthew Cunningham is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Cunningham is the managing partner of Gang of Wolverines LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering detailed, non-discretionary recommendation reports based on comprehensive modeling and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and customized planning within Ameriprise-managed accounts.

Kimberly Horton is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for 25 years at Whole Foods Market. She is listed as a part owner of Horton Paint Co., a business focused on murals and large paintings, which is operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.

Daniel Fisher is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 license with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Fisher serves as Board Chair of the Partnership for the Arts and Humanities in Michigan. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. 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, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.