Roman Wasylyn is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He also serves as Vice President of Tax at The Cheesecake Factory, Inc., where he has worked since 2008, and is a board member of the Tax Executives Institute, advising on chapter activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures.

Samieh Emiah is a financial advisor with Edward Jones in Sterling Heights, MI, holding Series 63 and Series 66 designations and 27 years of industry experience. Emiah has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Scott Smith is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 license and has worked at firms including J.P. Morgan Securities LLC, Bank of America, Merrill, and Flagstar Bank. Smith is based in Rochester, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of services including financial planning, wrap and model portfolio programs, and institutional platforms.

Jack McKillop is a Financial Consultant currently working at Fidelity Investments. He collaborates with clients as part of a planning team to enhance their relationship with wealth by understanding their preferences and priorities through a collaborative and needs-based approach. Jack has accumulated experience in the financial industry through several roles, including his current position as Financial Consultant at Fidelity Investments since 2024. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2021 to 2024. His earlier experience includes positions as a Financial Solutions Advisor at Merrill Edge from 2019 to 2021 and as a Wealth Management Assistant at Merrill Lynch in 2018.

William Mawyer is a financial advisor at Merrill with 12 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms including Morgan Stanley, Bank of America, and Charles Schwab. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

David Rubenstein is a financial advisor with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at L.M. Kohn & Company, Wells Fargo Clearing, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Tyler is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant, Investment Representative, and Financial Representative. Prior to joining Fidelity, David worked as a Financial Adviser at Allstate Insurance Company, as a Wealth Management Consultant at The Phoenix Companies, and as a Financial Adviser at Edward Jones. David specializes in guiding clients through an extensive financial planning process that addresses their personal goals, investment needs, and risk tolerance. He is committed to helping clients create long-term financial plans and regularly monitors and updates these plans in collaboration with clients to help avoid common financial mistakes.

Brandon Cholagh is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various J.P. Morgan entities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Kathryn Antishin is a financial advisor with Ameriprise in Rochester, MI, holding Series 63 and Series 65 designations and 16 years of industry experience. She previously worked at The Huntington Investment Company for 16 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Matthew Lively is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked in various roles including at Beatty, Betts & Associates and Bankers Life. Outside of advising, he owns MattLively Media and freelances occasionally for broadcast productions. 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 recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Richard Abernathy is a financial advisor with Osaic Wealth in Troy, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Equity Services, Inc., Preferred Financial Partners, and Ameriprise. In addition to his advisory work, he serves as a Compliance Principal at Preferred Planning Partners, LLC, where he supervises office and downstream advisors. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization supported by various tools and third-party manager programs.

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.

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 with LPL Financial in Rochester, MI, holding Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Mutual Service Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and various investment tools.

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 in Shelby Township, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

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.