Carol Miskovich is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. Prior to joining LPL Financial in 2024, she worked for Founders Financial Securities, LLC for 18 years. She is also involved with Tallman Financial Services, LLC, focusing on non-variable insurance 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, combining discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

John Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been affiliated with Raymond James since 2009 and operates Priestap Financial LLC. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Ellen Pritchard is a financial advisor at Merrill with a Series 66 designation and 25 years of industry experience. She has been with Merrill since 2005. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonathan Mc Clain is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with J.P. Morgan 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 and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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 and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Lori Lessel is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stifel, Nicolaus & Company, Inc. for 21 years before joining Wells Fargo in 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steven Schmidt is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is involved as an Independent Business Owner with Amway, a multi-level marketing company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mary Greener is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Linda Laprad is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Raymond James since 1999, serving in various capacities within the firm for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains distinctive programs such as municipal and public-finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tina Grahl is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked for Charles Schwab and Charles Schwab Bank for nine years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Kimete Dalipi is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Mitchell Frazier is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sarah Emery is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations. Emery previously worked at LPL Financial and The State Bank, and she currently owns Emery Financial LLC, which provides financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, model portfolios, and third-party manager selections.

Leon Carter is a financial advisor with Ameriprise in Canton, MI, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1984. Outside of his advisory role, he is involved with A2 Business LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Conan Malmer is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He has been with Cambridge since 2009 and has a background that includes work with Integrated Financial Strategies Group and a long-term association with Eastern Michigan University. Malmer serves as a director of the Ypsi Baseball Project, a nonprofit organization focused on maintaining local baseball fields, and is a board member of Corner Health Center, a nonprofit healthcare entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, offering both proprietary and third-party strategies across multiple platform arrangements.

Kelsey Heinrich is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Heinrich worked at Lake Trust Credit Union and Heartland Payment Systems, among other roles. Heinrich is also involved in financial life planning through a related business activity linked to the LPL practice. 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 consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ashley Stutzmann is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2018 and previously spent eight years at Steve Madden, Ltd. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.