Jung Hutchins is a financial advisor with Wells Fargo Clearing in Manchester, MI, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and offers both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Melinda Armbruster is a financial advisor with Robert Baird & Co. in Ann Arbor, MI. She holds a Series 66 designation and has eight years of experience with Robert Baird, following 13 years at Singleton Family Dentistry. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and brokerage, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Samantha MacFarland is a Planning Consultant who collaborates with clients to develop and maintain their financial plans. She focuses on educating and empowering clients to understand their financial situations and the resources available at Fidelity. Samantha approaches each client account with a level of care equivalent to how she manages her own finances. Her professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Personal Banker at Comerica Bank from 2020 to 2021. Outside of her professional work, Samantha has interests in cooking and baking, gardening, hiking, kayaking, theater, and traveling.

John Mathey is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee of Food Gatherers, a charitable organization in Ann Arbor, Michigan. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Brian Maxson is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career that began on October 19, 1987, the day of the stock market crash. At that time, he observed the impact of market volatility influenced by fear and greed, which motivated him to study market fundamentals and help clients avoid emotional investment decisions. He serves ambitious clients including automotive, medical and private equity executives, engineers, business owners, attorneys, physicians, and corporate entities, focusing on practical and timely retirement and wealth management strategies. Brian holds a Bachelor of Business Administration degree in Finance from Eastern Michigan University and has obtained several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also acts as a Portfolio Manager, providing discretionary management of personalized or defined strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. Outside of his professional work, Brian supports several organizations such as The Junior Diabetes Research Foundation (JDRF), The American Diabetes Foundation (ADA), Faustman Labs, Eversight, The Humane Society, various church groups, and Eastern Michigan University. He lives in Canton, Michigan with his wife and has three adult children. His personal interests include golfing, antiquing, music, and spending time with family.

Alison Lecloux is a financial advisor with Thrivent Investment Management based in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Monica William is a Financial Advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has served in various positions within Thrivent and has held pastoral roles, including Pastor of Congregational Care at Nardin Park United Methodist Church. She is also active as a chaplain for the West Bloomfield Police Department and is an ordained United Methodist Elder in Extension Ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates these services with managed accounts under its WealthPlan program.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has been in the financial services industry since 2025 and previously worked for DXC Technology Inc. from 2010 to 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Deborah Burkhalter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James since 2004 and previously at Ben Griffith Financial Services. Outside of finance, she is an author and has operated a photography business since 2004. 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 utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Mark Fraker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry, working with affluent families and individuals to develop disciplined, goals-based wealth management strategies. Mark holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Ann Arbor Pioneer and attended Eastern Michigan University without obtaining a degree. Mark's approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Xiaodi Wang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Wang holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, HSBC Bank USA, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and market-facing services.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

John Kellmann is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Pink Sisters Inc and is involved as an employee and operations manager for Defined Balance, an LLC franchise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Matthew Palmer II is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2013. Merrill, together 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

Michelle Pumer is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has been with Merrill since 1996 and is also affiliated with Bank of America, NA since 2009. Outside of her advisory role, she serves as president of her local neighborhood association, organizing meetings with city representatives and community members. Merrill, together 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Douglas Ray is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Raymond Sailus is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and acts as Secretary for the Toll Gate Ravines Homeowners Association in Ann Arbor, MI. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.