Joshua Slayton is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Raymond James Financial Services and the Rochester Mills Beer Company. His background also includes academic positions at Grand Valley State University and consulting work with J5 Consulting and Construction Services LLC. 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 planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

Susan Moore Bommarito is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has been with Raymond James since 1999 and has prior experience at Roney & Co. since 1992. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a broad network of advisers and affiliated research.

Nickolas LaLonde is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to understand their personal priorities, preferences, and values, providing coaching and strategies aligned with their financial goals. Prior to joining Fidelity, he was a Financial Solutions Advisor at Merrill Lynch from 2019 to 2022 and completed an internship in wealth management at Merrill Lynch in 2018. Throughout his career, Nickolas has focused on delivering financial planning and wealth management services tailored to individual client needs. His professional experience spans several years in the financial advisory field, where he has developed expertise in client-focused financial strategies. No additional information regarding his education, credentials, personal interests, or community involvement has been provided.

Stephanie Brown is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She previously worked at infinex Investments, Inc. for eight years and has been affiliated with Flagstar Bank for 20 years. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a variety of strategic investment options.

Carl Erickson is a financial advisor with Ameriprise in Waterford, MI, holding a Series 66 designation and 11 years of industry experience. Prior to joining Ameriprise in 2023, he worked at Capital Analysts and Lyons Financial Group. Outside of advising, Erickson is a co-owner of Detroit National Brewing Company, LLC, a former beer company that now receives royalty payments from a brand sale, and serves as Treasurer on the board of the Sylvan Shores Improvement Association. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through its affiliated entities and employs algorithmic automation overseen by dedicated committees to generate personalized retirement income recommendations.

Charles Anderson is a financial advisor with Morgan Stanley in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Anthony Bonner is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at Sigma Planning Corporation, Sigma Financial Corporation, Raymond James & Associates, and FSC Securities Corporation. He is also the owner of Trinitas Tax, a tax preparation and accounting business. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Antonio Bugli is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. Antonio holds the designation of Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Michigan System. Antonio's professional focus is on providing clients with comprehensive financial strategies tailored to their individual needs. Outside of his professional work, Antonio enjoys football, golfing, hiking, hunting, pickleball, spending time with his family, and traveling.

Lewis Duncan is a financial advisor with Ameriprise, holding a Series 66 designation and 14 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Ameriprise. Outside of his advisory role, he serves on the Board of Directors for the Safari Club International Flint Regional Chapter, where he is also Vice President and Fundraiser Chairman. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Nicholas Batschynsky is a financial advisor at LPL Financial with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Commonwealth Financial Network and Quantum Ventures, as well as academic engagements at the University of Notre Dame and Michigan State University. 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, supported by extensive operational tools and a large network of advisors.

Colleen Schon is a financial advisor with Raymond James & Associates in Clarkston, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Raymond James & Associates since 2005. Outside of her advisory role, she serves as a board member and fundraiser for the nonprofit Funding the Future and is treasurer of The Alexander Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional services, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Kent Ballard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and with Raymond James Financial since 2011. Ballard also owns Ballard Wealth Group, a marketing name used for his branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Melissa Parkins is a CFP®-designated financial advisor with Raymond James Financial, based in Troy, MI. She has 13 years of industry experience, including roles at Raymond James Financial Services Advisors, Inc. since 2019 and Southworth & Wilson, Inc. since 2018. Outside of her advisory work, she supports operations at Southworth & Wilson, Inc. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and advisory services aligned with client goals.

Nicole Bell is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds the Series 66 designation and previously worked at Hantz Financial Services for 10 years before joining Raymond James in 2023. 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 that includes individuals, institutional and pension plans, and charitable organizations, offering services such as financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Townsend is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Ameriprise since 2019, following a decade at UBS Financial Services. Ameriprise offers a retirement-income planning service for clients typically holding at least $1 million in investable assets, providing written recommendations on income sources, Social Security strategies, and tax-efficient withdrawals. The firm combines research, modeling, and oversight committees to deliver tailored, algorithm-assisted retirement income plans.

William Luke is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset thresholds, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary recommendations through a centralized consulting team.

K. Jones is a financial advisor with UBS Financial Services in Rochester Hills, MI, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. He has been with UBS since 2013. Jones serves as treasurer for the Golf Cottage I Association condominium association in Lewiston, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jennifer Griffin is a CFP®-credentialed financial advisor with 22 years of industry experience. She is associated with Cetera and has held roles at Cetera since 2006 as well as ownership of Griffin Wealth Management & Tax, LLC since 2012. Additionally, she serves as a Senior Tax Manager at Marcum LLP, where she performs tax planning and preparation remotely. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to various investment strategies through affiliated and third-party managers.

Robert Gegg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill for 44 years, providing financial advisory services focused on money management, financial and estate planning strategies. Robert offers customized investment advice and guidance to high net worth individuals as well as institutional clients. His expertise includes working with concentrated equity positions for a diverse client base, including individuals, trusts, estates, charitable foundations, and endowments. Robert holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Ferris State University. Widowed, Robert has four children and five grandchildren. Outside of his professional work, he enjoys spending time with his family and participates in activities such as golf, tennis, fishing, and other outdoor pursuits.

Meredith Atrasz is a Financial Consultant at Fidelity Investments, a position she has held since 2017. Her professional background includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as Client Service Specialist at TD Ameritrade. Her approach focuses on helping clients improve their financial situation by aligning their plans with their goals and personal preferences. Meredith emphasizes collaboration that involves candor, openness to new ideas, accountability, and action. She aims to build life-long relationships with clients and their families to educate and empower them to make informed financial decisions. Outside of her professional work, Meredith has interests in cooking and baking, music, parenthood, puzzles, traveling, and yoga.