Matthew Palmer II is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2013. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Sander is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Voya Financial Advisors for six years and has been involved with Baldwin Capital Management since 1999. Outside of his advisory roles, he is employed by Northville Public Schools and is engaged in tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Christopher Davidson is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked across several affiliated firms since 2014. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolios and various management styles while managing approximately $326 billion for around 477,000 clients.

Michelle Pumer is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has been with Merrill since 1996 and is also affiliated with Bank of America, NA since 2009. Outside of her advisory role, she serves as president of her local neighborhood association, organizing meetings with city representatives and community members. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Raymond Sailus is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and acts as Secretary for the Toll Gate Ravines Homeowners Association in Ann Arbor, MI. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Potter Jr. is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with LPL Financial since 2011 and has concurrently served as an advisor and held bank duties at Community Financial Credit Union since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing strategic and tactical model portfolios, third-party research, and technology-driven solutions.

Colin Talbot is a financial advisor with Raymond James Financial in Plymouth, MI, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for six years. He is also involved as an associate with Family Legact Wealth Partners, managing client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, with notable capabilities in municipal and public finance advisory work.

Donald Radabaugh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Cetera and its affiliated firms since 2025 and previously spent 15 years with Avantax Advisory Services. Radabaugh also manages Donald Radabaugh Associates, PLLC, where he oversees tax preparation and accounting operations. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies, model portfolio implementation, and access to third-party money managers.

Michael Leonard Jr. is a financial advisor with Wells Fargo Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Wells Fargo Advisors since 2014. Leonard co-owns Golden Rule Investments, an investment-related business, which he operates with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across multiple financial planning areas.

Ronald Shmyr is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2025, he worked for UBS Financial Services for 17 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jessica Axelsson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company, LPL Financial, and Rent North Equipment, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of investment options, including affiliated funds.

Jared Kersten is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Fisher Investments and PNC Bank. His current tenure at Cetera includes multiple entities within the firm since 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following prior roles at Bank of America and Merrill in 2016–2017. 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, leveraging proprietary research and model-based asset allocations.

Anthony Legg is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edelman Financial Engines, he worked at Empower Financial Services and has experience in various other roles including real estate and healthcare-related positions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Newel is a financial advisor with LPL Financial based in Plymouth, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, as well as experience outside finance in construction and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

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.”

Jessica Nuhaj is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, she worked at Equitable Advisors and is involved in operating Farmers Café 1 LLC, a business she has owned since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Carl Meyers is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Raymond James & Associates since 1999 and previously worked at Focus Credit Union from 2016 to 2019. Outside of his advisory role, Meyers serves on the University of Michigan Board of Regents. 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 non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and affiliated research.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at Meritor Inc. from 2015 to 2020. Outside of his advisory role, he owns W & E Construction & Design LLC, a business intended for house flipping as a hobby, though he currently does not actively operate it. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.