Michael Birkle is a financial advisor with LPL Financial in Ann Arbor, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including 18 years at Crown Capital Securities and a lengthy career operating Birkle Financial Services. In addition to advising, he owns and operates a tax preparation and accounting business, Birkle & Birkle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Anita Brooks Locey is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katherine Waltner is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Ameriprise and has previously worked at The Huntington Investment Company, Hornor, Townsend & Kent, PNC Investments, SPC, Parkland Securities, and Sigma Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to inform recommendations that address asset allocation, withdrawal strategies, and Social Security options.

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.

Diane Kieliszewski is a CFP® professional with over 34 years of experience at Edward Jones. She has been with the firm since 1992 and maintains a long tenure in the industry dating back to 1985. Outside of her advisory role, she serves as an election inspector for Putnam Township in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Clinton Rux is a CFP® professional with 23 years of industry experience, serving at Edward Jones since 2002. He operates out of Pinckney, MI. His other business activities include managing partnerships related to commercial property ownership. Edward Jones is a wealth management firm serving a broad client base including individual and institutional investors, offering both discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

Jordan Schultz is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked for five years at Agnew Construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Anthony Showich is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of advising, he holds a 33% ownership interest in Daleview Construction, LLC, a new home construction business. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs research and analytics to support diversified investment solutions and offers both brokerage and advisory services.

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.

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 a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at General Motors for seven years and had a brief tenure at Demetrike Wells-O'Brien State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process that integrates proprietary research, quantitative analysis, and algorithmic portfolio construction, with noted expertise in model portfolios and the use of AI in research.

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.

Kristopher Kerr is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill since 2016. 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.

Shannon Mc Kee is a financial advisor with LPL Financial, holding a Series 66 designation and eight 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 a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary platforms.

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.

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.