Matthew Lively is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and also has experience with Beatty, Betts & Associates. Outside of finance, he owns MattLively Media and freelances for broadcast productions on occasion. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations in partnership with its financial advisors.

Ryan Noorman is a Financial Consultant at Fidelity Investments, a position he has held since 2026. In this role, he works closely with clients to develop customized financial plans that align with their priorities and objectives. Ryan emphasizes a collaborative approach, aiming to build long-term relationships based on trust and accountability. Ryan brings extensive experience to his current role, having worked as an Investment Consultant and Investment Solutions Representative at Fidelity Investments from 2022 to 2026. Prior to joining Fidelity, he served as a Financial Advisor at Edward Jones from 2016 to 2022. His background spans various aspects of financial advising and investment consulting. Outside of his professional work, Ryan enjoys cooking and baking, fishing, football, movies, and running.

Tammy Fleming is a financial advisor at Edward Jones with over 26 years of industry experience. She holds a Series 66 designation and is based in Clarkston, MI. Fleming has spent her entire career with Edward Jones, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Gregory Davies is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, employing both discretionary and non-discretionary management with access to model portfolios and research.

James Blankenship is a financial advisor with Thrivent Investment Management in Clarkston, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with services delivered on a one-time or ongoing basis and separate from managed-account programs.

Nancy Salvia is a financial advisor with Merrill in Auburn Hills, MI, holding a Series 66 designation and 18 years of industry experience. She has worked with Merrill Lynch and Bank of America since 2007 and 2009, respectively. Outside of advisory work, she serves as the elected Mayor of Rochester, Michigan, a position she assumed in December 2024 after serving as Mayor Pro Tem since 2021. She is also involved in a family-owned vitamin and mineral business operated as Sage Scientific 2 LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with both model-based and discretionary investment strategies.

Kyle Volker is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2018. 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 multiple market-facing registrations and offers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Graff Kennelly is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, Kennelly serves as a Marine Deputy for the Oakland County Sheriff’s Office, focusing on water and lake patrols. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to provide non-discretionary advice, primarily for clients with assets managed within Ameriprise accounts.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

Jeffrey Adams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bank of America, Merrill, and Voya Financial Advisors. Adams also has involvement with Michigan State University FCU and the University of Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

David Anderson is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for J.P. Morgan Securities for 10 years before joining Stifel in 2022. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies from its Investment Strategy Group, providing guidance that supports client decision-making without guaranteeing outcomes.

Gregory Suzio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2007, focusing on helping clients identify and achieve their individual financial goals. Greg specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Greg earned a Bachelor of Science degree in Mechanical Engineering with High Honors from Michigan State University. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Greg applies his analytical background to manage risk in clients' investment portfolios. He has received recognition from Forbes, being named to the Best-in-State Next-Generation Wealth Advisors list in 2019 and 2020, and the Best-in-State Wealth Advisors list in 2021. Greg lives in Milford with his wife Jodi, their children, Blakely and Griffin, and their two dogs. In his free time, he attends his children's dance and basketball activities and enjoys playing golf with friends.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

John Wilkinson is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. for 16 years. In addition to his advisory role, Wilkinson is involved in the sale of life and health insurance products through Wiklund and Bond Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types, serving clients through a large network of affiliated advisers.

Gus Panos is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His career includes positions at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, N.A., and Raymond James & Associates. He is also a general partner of SRGP Holdings, LLC, an LLC focused on buying and selling real estate in Florida. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a focus on non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Ryan Patterson is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Swingtide and held roles at Concordia University Ann Arbor, Creative Benefits and Insurance Solutions, and Lutheran High School North. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, incorporating research, model portfolios, and various portfolio management options.