Rachel Mc Govern is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Romulus Athletic Center and The Kelley Family. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Steven Case is a financial advisor with LPL Financial based in Farmington, MI. He holds the CFP® designation and has 37 years of industry experience, including prior roles at FSC Securities Corp and National Planning Corporation. Outside of financial advising, he owns ReallyMake, a digital asset app, and a digital marketing company that operates through social media and other online channels. 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 portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Scott Jasman is a CFP® professional with 24 years of experience in the financial services industry. He has been with LPL Financial since 2011. Outside of his advisory work, Jasman is a notary public and the owner of a local pizza business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, with a platform that supports both discretionary and non-discretionary strategies and incorporates advanced operational tools.

David McMillin is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at American Portfolios, Park Place Financial Group, and Ambassador Advisors. Outside of his advisory work, he serves as a church elder at Grace Church of Taylor. Osaic Wealth serves a wide range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach includes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

John Friday is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with DFCU Financial Credit Union since 2006. He has been with LPL Financial since 2025. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research tools.

David Scaramucci is a financial advisor at J.P. Morgan Securities in Livonia, MI, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones and Mercer. 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 combines quantitative screening and qualitative research to develop model asset allocations and incorporates a range of specialized regulatory registrations and derivatives capabilities.

Andrew Bageris is a financial advisor with Raymond James & Associates in Northville, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1994. Outside of his advisory work, he is a partner and business owner of Lucky Dog Luxury Daycare & Boarding. 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 municipalities, offering financial planning and investment consulting with a range of portfolio management styles and proprietary research.

Danny Lis is a CFP® professional with 23 years of industry experience. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2013. Lis previously operated LMR Advisors, LLC, an investment and retirement planning business, from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of financial planning and portfolio management services through a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with customizable investment solutions across multiple program structures.

Bruce Chism is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he operates a farmland leasing business as the sole member of Chism Acres, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement models, select third-party managers, or create custom strategies.

Clifton Pope II serves as a Financial Solutions Advisor at Merrill Lynch Wealth Management. In this role, he collaborates with clients to understand their individual financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term goals. Clifton provides guidance across areas such as general investing, retirement planning, and unexpected expenses, while also connecting clients with Bank of America specialists for services like banking, credit, home financing, and small business solutions. With a focus on personalized service, Clifton helps clients manage competing financial demands by defining goals and designing portfolio strategies to meet them. He offers ongoing advice and adjusts strategies as clients’ needs evolve. Clifton holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Central Michigan University. He is affiliated with the Kappa Alpha Psi Fraternity Inc.

Thomas Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He worked at LPL Financial for 12 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Landis serves as president of the Belleville Lakefront Condominium Association, where he leads board meetings and manages communications with residents and vendors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo’s research and tools to develop tailored client recommendations.

Angelina Card is a financial advisor with Edward Jones in Ferndale, MI, holding a Series 66 designation and four years of industry experience. Her prior work includes positions at Bank of America, Merrill Lynch, and Tata Technologies. Outside of her advisory role, she maintains an independent blog called Intellectual's Thought Corner that offers non-investment related content. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services, operating under a fiduciary standard.

Jay Murray is a financial advisor with Ameriprise in Plymouth, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise Financial Services in various capacities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Daniel Schloff is a financial advisor with J.P. Morgan Securities in Northville, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Jpmorgan Chase Bank, N.A. from 2007 to 2016. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

Ralph Vidusic is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Crown Capital Securities, L.P. for 24 years. He is based in Livonia, Michigan. 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 various financial planning and investment management services delivered through a broad network of investment adviser representatives.

Robert Jacob is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has held leadership roles in consulting and accounting businesses, including serving as CEO of Direct Consulting One, LLC and president of REJ's Accounting and Tax Services Inc. Additionally, he serves as a scribe for the Knights of Columbus 4th degree assembly in Lincoln Park, Michigan. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program structures and custodial relationships, managing over $256 billion in assets.

Nicholas Clements is a financial advisor at Edward Jones in Canton, MI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee 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 branches.

Brian Gorman is a financial advisor with Cambridge Investment Research Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Cambridge since 2013 and previously worked at First Heartland Consultants, Inc. from 2010 to 2013. Outside of his advisory role, Gorman is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Amy Majeske is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and data analytics.

Richard Welsh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Novi, MI. He has worked with the firm and its predecessors since 2012, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach across various account types.