Larry Mayberry is a financial advisor at Fisher Investments with 11 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Fisher Investments in 2018, he worked with Northwestern Mutual in various roles from 2014 to 2018. Fisher Investments serves a global range of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research and employs tax-aware strategies and risk management techniques.

Brian Schuessler is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and 12 years of industry experience. He 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 wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Laura Kellmann is a CFP® with 24 years of experience in the financial services industry. She has been with Ameriprise since 2002, holding her current role at the firm since 2020. Kellmann serves on the board of directors for Pink Sisters Inc. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides written recommendations and ongoing planning advice focused on dependable income and tax-aware withdrawal strategies.

Kevin Kilgren is a financial advisor with Ameriprise in White Lake, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kilgren is also co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research and modeling to provide tax-smart withdrawal and Social Security claiming strategies. The firm serves high-net-worth clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

David Wagner is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hill is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 15 years of industry experience. His prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, and Q3 Asset Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services with a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Kristi Dykstra is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 designations and has 32 years of industry experience. Her prior work includes nearly two decades at Wells Fargo Clearing and recent roles at Arcadia Capital and Baughman Capital Management, where she serves as branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports a wide network of advisors with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Kierra Ryan is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Her prior roles include positions at Thomson Reuters and Bunzl Distribution NA. She has also been involved in early childhood education through roles at Zion Lutheran Preschool and Daycare and Freedom Child Development Center. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support clients’ investment goals and offers specialized services such as municipal finance advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Bonnie Anderson is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial. She previously worked at Cadaret, Grant & Co., Inc. for 15 years and has operated Anderson Family Financial since 2005, which includes providing tax preparation and accounting services. 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 wide range of advisory and brokerage services, employing various investment strategies and leveraging technology to support its network of over 22,800 advisors.

Ronald Barlow is a CFP®-designated financial advisor with LPL Financial in Farmington Hills, MI, bringing 31 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory work, he serves as a notary public, providing document notarization for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides various financial planning and portfolio management options, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Kimberly Jamieson is a financial advisor with OSAIC in Livonia, Michigan, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at multiple firms, including Signator Investors Inc and B. Riley Wealth Management, before joining OSAIC in 2018. Jamieson is also the owner of Jamieson Wealth Management LLC and is involved with Golden Legacy Wealth Management, where she works as a financial planner focusing on investment advisory and insurance products. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing proprietary asset-allocation tools and automated rebalancing to manage portfolios across various asset classes, offering both discretionary and non-discretionary account management.

Rory Kind is a financial advisor at Edward Jones with seven years of industry experience. He has held his current role since 2018 and previously worked at Republic National Distributing Company from 2015 to 2018. He holds the Series 66 designation and is based in Canton, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Klassa is a CFP® professional with 31 years of industry experience, currently advising at Ameriprise in Novi, MI. He has been with Ameriprise and its affiliated entities since 2005. Klassa is also the owner of Life & Legacy Wealth Advisors, LLC, through which he manages his Ameriprise business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by an institutional platform.

Heather Armstrong is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Meijer and various financial services firms before joining J.P. Morgan in 2018. She also volunteered with the Ronald McDonald House from 2014 to 2017. 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 brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by a centralized due-diligence framework.

Andrew Pusateri is a CFP® and CFA® charterholder with 20 years of industry experience. He has been with Edward Jones since 2007, based in South Lyon, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gwen Hodges is a Series 66 licensed financial advisor with Edward Jones in Milan, Michigan, where she has worked since 2008. She has 18 years of industry experience. Hodges is a non-active member of the Milan Historical Society. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,700 financial advisors.

Samuel Orlando is a financial advisor with Raymond James Financial in Northville, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Raymond James Financial and its affiliated entities since 2010. Outside of his advisory role, he is the owner of Orlando Wealth Management and an associate at Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance advisory work through a unique affiliation with a municipal advisor.

Andrew Misenko III is a financial advisor at J.P. Morgan Securities with four years of experience in the industry. He holds Series 63 and Series 66 licenses. His professional background includes roles at Quicken Loans LLC, Packaging Corporation of America, and entrepreneurial ventures such as Misenko Properties LLC and M&T Vending LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brian Sites is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and has previously worked at Fidelity Personal and Workplace Advisors and Financial Engines Advisors L.L.C. Edelman Financial Engines provides technology-enabled investment advisory services primarily for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Brian D'ziurman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.