Michael Fitzmorris is a CFP®-certified financial advisor with Ameriprise in Ann Arbor, MI, bringing 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Fitzmorris serves as Treasurer and board member of Child Care Network, a local nonprofit organization. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anjanette Nickoloff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their approach focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Joseph Biscaro is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at C&U Americas and Robert Bosch. Biscaro is also involved in a non-variable insurance agency based in Hillsdale, MI. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities, using model-driven portfolios and offering access to third-party asset managers and insurance products through affiliated entities.

Frank Stewart is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes over 30 years with Huntington National Bank and related investment companies before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine proprietary research, third-party data, and algorithmic tools to provide tax-aware withdrawal strategies and income planning for clients nearing or in retirement.

Mitchell Carter is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and has held academic positions at Wayne State University and Albion College. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts in its tailored planning approach.

Frank Sims Jr. is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include 12 years at Stifel Nicolaus & Co., Inc. and earlier tenure at Ameriprise Financial Services Inc. He is also involved in independent insurance brokering with a focus on fixed annuities through Pacific Life. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, delivering tailored, non-discretionary recommendations that incorporate research, modeling, and tax-efficiency strategies. The firm combines algorithmic tools with advisor input to support retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Glen Darmos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes roles at Woodbury Financial Services and Berthel Fisher & Company Financial Services, along with long-term involvement at Money Source Financial Services. Outside of finance, he is engaged in coaching fastpitch softball and works at a local golf course. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Joshua Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. Outside of his advisory work, Larsen serves as a board member for AYSO Region 610 and coaches youth soccer in the Jackson area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment recommendations.

Jeffrey Myslinski is a financial advisor with LPL Financial holding Series 63, 65, and 66 licenses. He has worked at LPL Financial /52 Blue Wealth since 2026 and previously operated Myslinski CPA PLLC and worked at William Molnar Roofing, Inc. outside the financial industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a wide range of advisory and brokerage services. The firm supports its advisors with various investment strategies and operational tools while overseeing substantial discretionary assets across a large advisor network.

Shelby Wilson is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Wilson worked at JPMorgan Chase and Starbucks, and was affiliated with the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning solutions.

Sarah Murray is a financial advisor at Ameriprise with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliates since 2005. Murray serves on the finance committee of the Cancer Support Community and is involved in several local business ventures, including leadership roles with Gang of Wolverines, LLC and Murray, McCumons & Associates, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies tailored to clients approaching or in retirement.

Michelle Joseph is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at LPL Financial since 2009, with a two-year period at Invest Financial Corporation from 2016 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and employs various strategies including model portfolios, third-party subadvisors, and customized approaches.

Bradley Biggs is a financial advisor with Thrivent Investment Management based in Dexter, MI. He holds the Series 63 and Series 66 registrations and has four years of industry experience. Prior to his current role, he worked at firms including New York Life Insurance Co and NYLIFE Securities LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm offers planning as a one-time or ongoing engagement without discretionary trading authority and emphasizes comprehensive written recommendations across various financial topics.

Daniel Andreuzzi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously at Chase Investment Services Corp. from 2009 to 2012. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including an ESG eligibility framework, and offers specialized capabilities in derivatives and commodities through affiliated entities.

Grant Hulett is a financial advisor at UBS Financial Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in Ann Arbor, MI. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management according to clients' goals and risk tolerances.

Ashley Hinson is a financial advisor at Ameriprise in Ann Arbor, MI, holding Series 65 and Series 63 licenses with five years of industry experience. Her prior positions include roles at Alight Financial Solutions and First Citizen Investor Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Kempf is a financial advisor with UBS Financial Services in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her prior experience includes 16 years at Merrill, along with roles at Banc of America Investment Services and LaSalle Financial Services. She also serves as a trustee for a family trust managing investment decisions for minor beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and fiduciary financial planning.

Mark Mccormick is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2000. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Matthew Beleski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2010, including tenure at JPMorgan Chase Bank, N.A. since 2013. Based in Ann Arbor, MI, he serves clients within a large institutional framework. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach emphasizes written asset allocation advice, investment manager and fund selection, and customized performance reporting, supported by both quantitative and qualitative due diligence.

Nikolis D'annunzio is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has worked previously at The Huntington Investment Company, The Huntington National Bank, H&R Block, Edward Jones, Innovative Waterproofing Solutions, and Menard, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service for clients near or in retirement, which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.