Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Matthew Palmer II is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2013. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

Douglas Ray is a financial advisor with J.P. Morgan Securities in Ann Arbor, Michigan, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG considerations, and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

Raymond Sailus is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and acts as Secretary for the Toll Gate Ravines Homeowners Association in Ann Arbor, MI. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Potter Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. Additionally, he has worked with Community Financial Credit Union since 2004, where he serves as an advisor and is compensated through salary and commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs advanced technology tools to support operational and research functions.

Colin Talbot is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for six years. Talbot is also involved with Family Legact Wealth Partners in a client relationship role. 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, pension and profit-sharing plans, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and risk profiling tools to support client goals, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Xiaomin Deroo is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2013. 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 searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research, incorporating ESG eligibility frameworks, and offers broader derivatives and commodities capabilities.

Donald Radabaugh is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Cetera and its affiliated firms since 2025 and previously spent 15 years with Avantax Advisory Services. Radabaugh also manages Donald Radabaugh Associates, PLLC, where he oversees tax preparation and accounting operations. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including discretionary and non-discretionary strategies, model portfolio implementation, and access to third-party money managers.

Michael Leonard Jr. is a financial advisor with Wells Fargo Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Wells Fargo Advisors since 2014. Leonard co-owns Golden Rule Investments, an investment-related business, which he operates with his spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a wide range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, with a focus on discrete planning engagements across multiple financial planning areas.

Ronald Shmyr is a financial advisor at Raymond James & Associates with 42 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Raymond James in 2025, he worked for UBS Financial Services for 17 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jessica Axelsson is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at The Huntington Investment Company, LPL Financial, and Rent North Equipment, LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within its investment recommendations.

Jared Kersten is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Fisher Investments and PNC Bank. His current tenure at Cetera includes multiple entities within the firm since 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Timothy Grobosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America Corporation, Merrill, and The Huntington National Bank. Prior to his financial career, he held various roles in the food service industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. The firm’s investment approach combines systematic due diligence and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Newel is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining LPL, he worked at W&S Brokerage Services and Western & Southern Life. He is also involved with Community Financial Members FCU in a financial institution duty role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and investment programs, supporting advisors with research and technology tools while overseeing more than $819 billion in discretionary assets.

Diane Winner is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial and Bank of Ann Arbor since 2013, following three years at OSAIC Institutions, Inc. Outside of her advisory role, she competes as a powerlifter in Michigan-based competitions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering a range of financial planning and portfolio management options supported by technology and a broad suite of financial products.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Gyuwon Kim is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. 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 solutions supported by a large nationwide network of advisors and branch offices.