Ashley Hinson is a financial advisor at Ameriprise with five years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Alight Financial Solutions, First Citizen Investor Services, and First Citizens Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Kempf is a financial advisor at UBS Financial Services with 19 years of industry experience. She previously worked at Merrill for 16 years before joining UBS in 2025. Kempf holds Series 63 and Series 65 licenses and serves clients from Ann Arbor, Michigan. She is also a trustee of a family trust managing investment decisions for minor beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client strategies.

Mark Mccormick is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2000. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Linda Barrows is a financial advisor with Primerica Advisors in Wixom, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been with Primerica Financial Services since 1995 and Primerica Advisors since 2001. Outside of advising, she is the author of the book *Flirting With Stupid*, a publishing project she has been involved with since 2022. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Matthew Beleski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Kelsey Hunter is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services Inc, Wealth Strategies Financial Group, and several other financial firms. Outside of her advisory role, Hunter operates a registered representative business under NextGen Wealth Services and also sells fixed life insurance products. OSAIC serves a diverse client base including retail and institutional investors and offers a range of services such as brokerage, investment advisory, financial planning, and managed accounts. The firm employs asset-allocation tools and third-party solutions to construct portfolios across various investment types for both discretionary and non-discretionary management.

Jennifer Brawn is a financial advisor with Edward Jones in Ypsilanti, MI, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of America for six years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harrison Kennard is a financial advisor with LPL Financial in Ann Arbor, MI, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. Before joining LPL Financial in 2026, he spent 16 years at Cambridge Investment Research Advisors. He is also the owner of HMK & Co LLC, an S corporation based in Ann Arbor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Vikhar Samad is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President Financial Consultant at Charles Schwab from 2018 to 2024, and as a Financial Advisor at Merrill Lynch from 2016 to 2018. His professional experience encompasses various aspects of financial advising and consulting, contributing to his expertise in the field. Vikhar communicates in Hindi, Spanish, and Urdu, which allows him to engage with a diverse client base effectively. Outside of his professional work, Vikhar is interested in family activities, social events with friends, golf, lake-related activities, outdoor adventures, and traveling.

Nicholas Shelar is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, serving in various roles including Planning Consultant, Investment Consultant, Regional Investment Consultant, and Customer Relationship Advocate. Nicholas focuses on understanding his clients' entire financial situations and goals. He collaborates with clients and leverages Fidelity's resources to develop long-term plans tailored to their needs, providing guidance aimed at helping them work towards their financial objectives. Outside of his professional role, Nicholas has interests in food, golf, outdoor adventures, and traveling.

Laurie Piper is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 24 years of industry experience. Her previous roles include positions at Questar Asset Management, Sigma Planning Corporation, and Parkland Securities LLC. Outside of her advisory work, she has served as a Sunday school teacher at Temple Israel in West Bloomfield, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Joseph Denis is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His previous roles include positions at True Community Credit Union, Michigan First Credit Union, and Bank of America. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by LPL Research and third-party resources.

Asbjorn Jensen is a financial advisor at Edward Jones in Ann Arbor, MI, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for 12 years with the Eastern Michigan University Foundation. Jensen has no reported responsibilities outside of his primary role. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

Devin Kind is a financial advisor with OSAIC, holding a Series 66 designation and four years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and operates Clear Strategy, where he serves as a financial advisor and insurance agent. Outside of finance, he has experience as a barber, cutting hair once or twice a month at Brighton Barbers. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors and multiple advisory platforms.

David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dominic Balagna is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and previously worked at NorthWestern Mutual. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Eric Schroeder is a financial advisor with OSAIC in Brighton, MI, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Questar Capital Corporation and Woodbury Financial Services and has operated Estate Preservation for over 25 years. Schroeder serves as a board member for the Fortunaire Club Charitable Foundation. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, and access to third-party money managers through a large network of affiliated advisers and multiple advisory platforms.