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.

Kaylie Shepard is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. She has worked at LPL Financial and Affinity Wealth Solutions, as well as Commonwealth Financial Network, with additional experience in educational and elder care settings. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Justin Rice is a CFP® with five years of industry experience, currently affiliated with Raymond James Financial in Ann Arbor, MI. He manages client portfolios and operational systems at McLaren Wealth Strategies LLC, a business he is actively involved in alongside his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, institutional, and high-net-worth clients. The firm offers customized, non-discretionary planning leveraging analytical tools and supports a broad advisor network with specialized services including municipal advisory and employer-sponsored retirement plan consulting.

Mark Foster is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at LPL Financial since 2015 and previously spent time at Talmer Bank and Trust and Rehmann Wealth. 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 delivered through a large network of advisors using a variety of portfolio management strategies.

Karla Nagorsen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked with Cetera Wealth Services, Avantax Advisory Services, and iVantage Group. Outside of her advisory role, she is involved in a family-owned media company providing advertising and marketing services, and she serves as a trustee of a personal family trust managing assets for her children. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies across various program structures with over 10,000 advisors and $256 billion in assets under management.

Lisa Lacross Courtney is a financial advisor at Edelman Financial Engines with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and Merrill. She has been with Edelman Financial Engines since 2019. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Megan Davis is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been with Raymond James & Associates since 2016. Outside of her advisory role, she owns an independent distribution business for Young Living Essential Oils. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Anthony Bove III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory work, he serves as an Industry Arbitrator for FINRA. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Christopher Deruyver is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Commonwealth Financial Network for 17 years and Affinity Wealth Solutions for over two decades. He is also involved in managing a property leasing business related to his branch office space. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Eric Hatch is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2016, as well as prior experience at Merrill, Regal Advisory Services, and Ameriprise. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using approved tools and offers a wide range of investment and financial services.

Nicholas Faiola is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. since 2015 and with J.P. Morgan Securities since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Carol Miskovich is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Founders Financial Securities, LLC for 18 years. Outside of her advisory role, she is involved with Tallman Financial Services, LLC, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a variety of advisory solutions including model portfolios and third-party asset management, supported by technology tools and a broad range of non-advisory financial activities.

John Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been affiliated with Raymond James since 2009 and operates Priestap Financial LLC. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ellen Pritchard is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Danny Salem is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, MassMutual Investors Services, Symmetry Financial Group, Starbucks Coffee Company, and Wehbe Insurance Services. 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, pension and profit-sharing plans, corporations, and charitable organizations.

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.