Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 Mizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop comprehensive wealth plans that address their expenses, income, objectives, risk, and risk tolerance. He assists in implementing these plans by analyzing market conditions, investments, and related data to create strategies aimed at meeting clients' long-term financial goals. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from the University of Detroit. Christopher has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community service through volunteer efforts with local organizations.

Timothy A. Shelton is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Andrew Mussen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. His current activities focus entirely on his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with access to research from LPL Research and third-party subadvisors.

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.

Donald Vliet is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm offers advisory, brokerage, and insurance solutions, delivering personalized, research-driven recommendation reports through a centralized consulting team.

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.

Paul Benson III is a financial advisor with Raymond James & Associates in Plymouth, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James & Associates since 2011. Raymond James & Associates, Inc. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kimberly Scott is a Series 63-licensed financial advisor with Merrill in Ann Arbor, MI, and has 32 years of industry experience. She has been with Merrill since 1992. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 10,000 advisors.

Mark Maddock is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2003. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Roberts is a financial advisor with Equitable Advisors in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked at Joseph Binder and spent nearly three decades at Visteon Corp. He serves on the board of directors for the Plymouth Boys' Soccer Booster Club and acts as a personal representative and conservator in family-related matters. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals, risk tolerance, and time horizon.

Bruce Slater is a financial advisor at OSAIC with ChFC® and Series 63 credentials and 39 years of industry experience. He has worked at OSAIC since 2023 and previously held roles at Transamerica Financial Advisors, Inc. and Intersecurities, Inc. since 1997. Outside of advisory work, he has served as an election inspector for the City of Northville and prepares taxes for a small number of disabled clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, financial planning, and retirement plan consulting. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and provides both discretionary and non-discretionary account management.

Joseph Bartell is a financial advisor with UBS Financial Services in Troy, Michigan, holding a Series 66 designation and 13 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

John Lokar is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and public entities, offering a range of financial planning and consulting services typically on a non-discretionary basis.

Joseph Molloy is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

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.

Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.