Kallapiran Ramanujam is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at Kohl's and SIZIGI, as well as time spent pursuing studies at Wayne State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios consisting of mutual funds, ETFs, and ETPs.

Chad Nyitray is a financial advisor at Ameriprise with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Ameriprise in 2020, he worked at Equitable Advisors and AXA Advisors for over two decades. He is also involved in independent insurance brokering, including fixed annuity and life insurance products. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Derek Jankowski is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses. He has been with LPL Enterprise since 2026 and has prior experience at New York Life Insurance Company and NYLIFE Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Aaron Collins is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous work experience at Industrial Alliance and in educational roles at Lutheran High North Highschool and Trinity Lutheran School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on various financial topics without portfolio management for institutional clients. The firm combines planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Kevin Ackroyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and changing market conditions. His client focus areas include college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Spring Arbor University. Committed to serving his community, he actively volunteers with local organizations. Outside of work, Kevin enjoys baseball, football, hiking, skiing, and volleyball.

Charles O'Quinn is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he co-owns GMO Enterprises LLC, a family business formed to hold and operate a farm and real estate holdings. 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 with a large national network of advisors and branch offices.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Rex Stanczak is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Stifel Nicolaus & Co. Inc. for 21 years before joining Wells Fargo in 2026. Outside of his advisory role, he serves as the head basketball coach at Father Gabriel Richard High School. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Craig Shipman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including TIAA-CREF and Merrill, and has been affiliated with DFCU Financial and Cuso Financial Services since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and 24 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

Peisy Sulimin is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Sulimin worked at Solamanasye Grasia, where they owned a company focused on educating the community about healthy plant-based protein through workshops. Sulimin holds a Series 66 credential and has held positions at several financial institutions, including Fifth Third Bank and Morgan Stanley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm’s approach emphasizes holistic, goal-based planning and separates planning services from managed-account programs.

Kylee Mohammed is a Series 66 licensed financial advisor with Ameriprise in Ann Arbor, Michigan, where she has worked for 12 years since 2014. Her entire industry experience is with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Joelle Emery is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at McLaren Wealth Strategies and Raymond James Financial Services, Inc., and has coached weightlifting since 2014. She is an independent contractor coach at Lily Weightlifting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains unique affiliations to support municipal and public finance work.

Chris Short is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 credential with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tenneco and operated agricultural businesses, including ownership and management roles at Short Farm and Winters Farm LLC. He is also involved in property management through Sky Harbor Bay LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Rockwood is a financial advisor with Edward Jones in Saline, Michigan, holding a Series 66 credential and eight years of industry experience. His work history includes roles at Edward Jones since 2018, as well as brief positions at Fleetilla, MuHu, and Azuga. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mark Mazur is a Series 66-licensed financial advisor with Edward Jones, based in Clinton, MI, and has eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent 31 years at JP Morgan Chase. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond advisory services.

Kristin Glahn is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Merrill and Bank of America, N.A., with additional experience at Concorde Asset Management and Concorde Investment Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Kreske is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Kreske also serves as power of attorney for his parents in investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.