Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Hartford Funds Distributors, LLC for 11 years before joining Edward Jones. Outside of his advisory role, he owns Alexander Farms LLC, a hop farm in northern Michigan, and serves as a board member of Hop Growers of 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 advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

John Mathey is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has worked at Robert W. Baird since 2018 and previously at Wells Fargo Clearing. Mathey serves on the Finance Committee of the charitable organization Food Gatherers. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of investment and advisory services including portfolio management, separately managed account programs, and tax-management strategies, supported by internal research and manager oversight.

Alison Lecloux is a financial advisor with Thrivent Investment Management based in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Christopher Millio is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he manages the expenses of his financial planning practice through CNZ & Associates, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement income advice.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Deborah Burkhalter is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2010 and previously spent 12 years at Ben Griffith Financial Services. Outside of financial advising, she is an author of a romance novel and has operated a photography business for over two decades. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports advisory programs along with specialized municipal and public finance work.

Mark Fraker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry, working with affluent families and individuals to develop disciplined, goals-based wealth management strategies. Mark holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Ann Arbor Pioneer and attended Eastern Michigan University without obtaining a degree. Mark's approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Xiaodi Wang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Wang worked at HSBC Bank USA, N.A. for five years and Wells Fargo Bank NA for five years. 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 combines quantitative and qualitative research and incorporates ESG criteria within a broader range of investment strategies.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

John Kellmann is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Pink Sisters Inc and is involved as an employee and operations manager for Defined Balance, an LLC franchise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

Douglas Ray is a financial advisor with J.P. Morgan Securities in Ann Arbor, Michigan, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. 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. Their advisory process combines quantitative and qualitative research, incorporates ESG considerations, and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Xiaomin Deroo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2013. 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 employs a centralized due diligence process combining quantitative and qualitative research, incorporating ESG eligibility frameworks, and offers broader derivatives and commodities capabilities.

Andrew Vane is a financial advisor with Raymond James Financial, holding a Series 66 designation. He has experience working at Raymond James Financial Services Advisors, Inc., Legacy Financial Inc., and Raymond James Financial Services, Inc. Outside of finance, he has engineering experience with YA Engineering Services and Donan Engineering, and previously worked at Eastern Michigan University. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charities. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools, while also supporting municipal and public finance activities and specialized advisory programs.

Timothy Grobosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America Corporation, Merrill, and The Huntington National Bank. Prior to his financial career, he held various roles in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s investment approach combines systematic due diligence and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Diane Winner is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial and Bank of Ann Arbor since 2013, following three years at OSAIC Institutions, Inc. Outside of her advisory role, she competes as a powerlifter in Michigan-based competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management options supported by technology and a broad suite of financial products.

Colleen Newton is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 11 years at Thomson Reuters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Gyuwon Kim is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.