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.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at LPL Financial since 2014 and has also been affiliated with the Bank of Ann Arbor since 2010. Pashnik serves as a successor trustee for a family living trust. 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 range of financial planning and investment solutions, incorporating both proprietary and third-party strategies, supported by extensive operational and research tools.

Amanda Progar is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation. She has one year of experience in the industry, including previous work at First Midwest Advisors, LLC. Prior to her advisory roles, she was employed in educational and senior living settings. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and third-party data.

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.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

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.

Jason Lambrix is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at PNC Investments, LPL Financial, Cuna Brokerage Services, Inc., and Cuna Mutual Group. 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, institutional clients, and charitable organizations, offering a range of financial planning and consulting services supported by a nationwide adviser network.

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.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining 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.

John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Elizabeth Anderson is a Series 66–designated financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Hantz Financial Services and has a background that includes roles at Henry Ford, CQC, Wayne State University, VIP, and Woodhaven High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining separate service structures.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates centralized due diligence and may include an ESG eligibility framework, leveraging affiliates for implementation and portfolio services.

Krista Ondayko is a financial advisor at UBS Financial Services in Plymouth, MI, with 5 years of industry experience and a Series 66 designation. She has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets activities.

Sherry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Kreske is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Telemus Investment Management, LLC for one year. He also serves as a power of attorney for his parents in investment-related matters. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Daniel Lyczak is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Bank of America, Merrill, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients' goals and risk profiles.