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.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. 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, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.

Jay Peitsch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and its securities affiliates since 2016 and previously spent two years at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.

Jeffrey Rabon is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Rabon is based in Ypsilanti, Michigan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

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.

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.

Collin Allor is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he worked at Madonna University for six years and has experience in landscaping. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse investment and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

De Anna Price is a Series 66-registered financial advisor with Merrill in Plymouth, MI, with nine years of industry experience. She has been with Merrill since 2017 and previously worked at New York Pizza Department and Arizona State University. 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. The firm offers model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers for individuals, high-net-worth clients, and various institutional investors.

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.

Eric Van Hevel is a financial advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and bringing 12 years of industry experience. He has been associated with Thrivent Financial and Thrivent Investment Management since 2014. Outside of his professional role, he serves as an independent contractor officiating high school football and basketball. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and the option to combine planning with managed-account programs under a consolidated billing system.

John Shmyr Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at UBS Financial Services for 17 years. Raymond James & Associates, Inc. is a large 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Kevin Mcdevitt is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at UBS Financial Services in Troy, MI. He has been with UBS since 1987. In addition to his advisory role, he has acted as a trustee for a family trust for several years, overseeing its administration and asset distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client solutions.

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.