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.

Matthew Mc Cumons is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Johnson is a financial advisor with Morgan Stanley Wealth Management in Ann Arbor, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. His prior roles include positions at Ameriprise, The Huntington Investment Company, TCF - Chemical Bank, Cetera Investment Services, Bank of America, and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Brendan Molloy is an Investment Consultant who collaborates with clients to clarify their financial situations and supports them in making confident investment decisions through personalized, goal-driven financial planning. He has experience in financial and insurance services, having served as a Financial Representative at Fidelity Investments from 2023 to 2026. Prior to that, he worked as an Insurance Agent at Farm Bureau Insurance from 2022 to 2023, a Sales Manager at LTL Insurance from 2021 to 2022, and an Insurance Producer at State Farm from 2018 to 2019. Brendan's personal interests include baseball, cars, family activities, fishing, social events with friends, and golf.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, 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.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Mark Dunbar is a Series 66 credentialed financial advisor with nine years of industry experience, currently associated with Raymond James Financial in Ann Arbor, MI. Prior to joining Raymond James, he worked at Gulfstream Aerospace for six years. Outside of his advisory role, he owns BlauScreen LLC, an IT support company serving his branch. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides non-discretionary planning and consulting tailored to client goals, supported by various analytical tools, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. 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, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Thomas Durocher is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The AD Group, working alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies for affluent individuals, families, and businesses. His practice focuses on retirement planning and income strategies, investment management, cash management, and wealth transfer and charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University, attending while working at Merrill's Ann Arbor, MI branch. He combines his financial expertise with a collaborative approach, working closely with clients and their other trusted advisors such as CPAs and attorneys to develop customized financial strategies aligned with their values and future goals. A lifelong Michigan resident, Thomas lives in Ann Arbor with his wife Kathryn. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and is engaged in community activities including Kids Camp.

Robert Ketola Sr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Jessica Carlsen Buszka is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds the Series 66 designation and has worked with several Raymond James entities since 2021. Prior to her current roles, she was employed at Edward Rose & Sons from 2018 to 2021. 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. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

Lisa Stanton is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Her background includes 32 years at Ford Motor Company and roles at Intuit Turbo Tax, Magna Lighting, and Washtenaw Intermediate School District. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, wrap programs, and affiliated insurance and trust services.

Rance Thomas III is a financial advisor at Edward Jones in Ypsilanti, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products, supported by a large national network of financial advisors and branch offices.

Kelly Hobby is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. She began her career at Fidelity Investments in 2023 as a Financial Representative and has held positions as a Relationship Manager and Investment Consultant since then. Prior to joining Fidelity, Kelly worked as a Specialist at The Charles Schwab Corporation from 2021 to 2023. Her professional experience encompasses client relationship management and investment consulting, focusing on helping clients create plans to secure their financial futures. Outside of her professional work, Kelly enjoys socializing with friends, hiking, kayaking, visiting museums, skiing, and traveling.

Nathaniel Michna is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he focuses on helping families grow their net worth and achieve their financial goals by creating personalized strategies tailored to each client’s unique situation. Nathaniel draws on his background in financial planning, insurance, and tax planning to assemble comprehensive financial plans that address a wide range of client priorities. Nathaniel began his financial services career in 2018 as a Planning Analyst, gaining hands-on experience in constructing financial plans that support families' long-term objectives. Over time, he expanded his expertise to include executive compensation, family wealth management strategies, liquidity management, retirement income, and tax minimization, among other areas. Nathaniel holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Wayne State University. Outside of his professional work, Nathaniel is involved with the Ann Arbor Soccer Association. His personal interests include adventure sports, basketball, camping, football, golfing, hiking, pickleball, soccer, spending time with family, and traveling.

Angela Bourgeois is a financial advisor with Raymond James & Associates in Ann Arbor, MI. She holds Series 63, 65, and 66 licenses and has 26 years of experience in the industry. Her prior work includes roles at Parkland Securities and Sigma Financial Corporation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Frederick Atiyeh is a CFP®-designated financial advisor with 47 years of industry experience, currently serving with LPL Financial since 2024. His prior roles include long tenures at Crown Capital Securities, L.P., and Legacy Investment Strategies, LLC. He also holds a public notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions delivered through a large network of advisors using various models and strategies.

Macy Schultz is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has held roles at Covenant Health Care, U.P. Health Systems - Duke Life Point Health, Manpower, and Quick Trophy before joining Merrill in 2020. 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 various organizations.

Margaret Moore is a CFP® with 35 years of experience in the financial services industry. She has worked at Wells Fargo Clearing since 2016 and previously held positions at A. G. Edwards & Sons, Inc. and Robert Baird & Co. She is co-trustee of both her father's and mother's trusts. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with portfolio theory principles to guide its investment options.