Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Zahra Mehraban is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is a partner in Gang of Wolverines LLC, a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that incorporate tax-aware withdrawal strategies and Social Security options.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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 and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Lori Lessel is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stifel, Nicolaus & Company, Inc. for 21 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Joseph Pizzo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Bank of America and Merrill since 2003. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Justin Bennett is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining LPL Financial and Select Financial Services, LLC. Outside of advisory work, he is a co-owner of Bluepath, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, combining scale and diverse financial activities with oversight of more than $819 billion in discretionary assets.

Steven Schmidt is a financial advisor with J.P. Morgan Securities in Ypsilanti, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank, N.A., and has experience in insurance and media. Outside of his advisory role, he is involved as an Independent Business Owner with Amway, a multi-level marketing company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm uses a centralized due diligence process with a combination of quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Mary Greener is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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 broad client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diversified portfolio management styles and affiliated research.

Emma Goodman is a financial advisor at Thrivent Investment Management with Series 66 credentials and two years of industry experience. Before joining Thrivent, she worked at Comerica Bank for seven years. Outside of her advisory role, she serves as a tabulator for the Michigan Color Guard Circuit, an indoor color guard marching activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various planning topics. The firm combines planning with managed-account programs under the WealthPlan option while maintaining separate planning and investment services.

Kimete Dalipi is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012. Before that, she worked at JPMorgan Chase Bank in Michigan starting in 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Mitchell Frazier is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 designations and 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Jonathan Solace is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020. Prior to joining UBS, he was with Ally Financial from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Leon Carter is a financial advisor with Ameriprise in Canton, MI, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1984. Outside of his advisory role, he is involved with A2 Business LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Conan Malmer is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 designations. He has 33 years of industry experience and has been with Cambridge Investment Research Advisors since 2009. Malmer is also involved in community activities as a director of a nonprofit organization dedicated to maintaining local baseball fields and serves on the board of a nonprofit health care center. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers both discretionary and non-discretionary management across multiple platforms.

Dan Schuetz is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, John Cabot University, Northwestern Mutual, and Michigan State University. Outside of his advisory role, Dan serves as a referee in an adult recreational hockey league. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.

Garry Penta is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Fifth Third Securities, and JPMorgan Chase Bank, N.A., where he has worked since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Edmund Canlas Jr. is a financial advisor at Fidelity with 26 years of industry experience. He previously worked at TIAA for 18 years before joining Fidelity in 2025. Outside of finance, he works as a server at Ichiban Japanese Steakhouse in Ann Arbor, Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm utilizes a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.