Marcos Quintero is a Planning Consultant at Fidelity Investments, where he focuses on helping clients implement and monitor retirement plans tailored to their unique goals. He emphasizes building strong, trusting relationships by understanding each client personally and partnering with them to create strategies they feel confident in. His role involves providing clear guidance and ongoing support to help clients achieve peace of mind in their financial planning and retirement. Marcos has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before becoming a Planning Consultant in 2025. Prior to joining Fidelity, he worked as a Financial Advisor at Equitable Advisors from 2022 to 2023. His professional experience centers on retirement planning and client relationship management. Outside of his professional work, Marcos enjoys fishing, football, golf, outdoor adventures, reading, and traveling.

Brian Mccurdy is a financial advisor with LPL Financial in Rochester Hills, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at WealthWave, Beacon Solutions LLC, Netlaw, Premiere Onboard, Transamerica Financial Advisors, Inc., and World Financial Group. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Garrett Chiodini serves as a Planning Consultant at Fidelity Investments, where he assists clients in implementing and monitoring retirement plans tailored to their individual goals. He focuses on building strong, trusting relationships by understanding clients personally and partnering with them to develop confident strategies. Garrett aims to provide clear guidance and ongoing support to help clients live and retire with peace of mind. His professional experience at Fidelity Investments includes roles as Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he held positions at Hantz Financial Services as a Planning Assistant in 2023 and a Planning Analyst Intern from 2022 to 2023. Outside of his professional work, Garrett enjoys a range of outdoor activities including camping, football, golf, hiking, and other outdoor adventures.

Kevin Peltier is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity from 2020 to 2021, and began his career with the company as a Financial Representative in 2020. In his professional capacity, Kevin focuses on helping clients plan, manage, and grow their wealth over time while aiming to avoid common financial mistakes. He emphasizes treating clients with the same respect and consideration he would expect for himself, ensuring that recommendations are suitable for each client's individual circumstances, family, and future. No information regarding Kevin's education, credentials, personal interests, or community involvement has been provided.

Laura Hung Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of her advisory work, she serves as president and owner of Lakeshore Benefit Group Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm uses a range of proprietary and third-party investment programs and offers ERISA fiduciary services through credentialed representatives.

James Smith is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at CJSJ Strategy Advisors, McLaren Medical Group, Beaumont Health, and is currently involved with Grand Blanc Community Schools. 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 municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and firm research.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. His work background includes roles outside finance such as operating a DJ service from 2023 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Sarah Grosch is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 credentials and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis, recommending funds and strategies approved through its internal review processes.

Jake Dandurand is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he spent eleven years at Christian Financial Credit Union. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC, and concurrently serves with Genisys Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Joseph Tenbusch is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ryan De Cook is a financial advisor with Edward Jones in Rochester, MI, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Hillman is a financial advisor with LPL Financial holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, and Merrill. He is also involved with Vibe Credit Union in a wealth management capacity. 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, third-party asset management, and institutional platforms.

Anthony Righi is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Spc and Sigma Financial Corporation. He is also actively involved as a voting board member at Austin Catholic High School and plays guitar for his church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors with financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies across multiple platform arrangements, providing discretionary and non-discretionary investment solutions tailored to client objectives.

Keegan Raleigh is a financial advisor with Ameriprise in Shelby Township, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at The Huntington Investment Company from 2008 to 2026 before joining Ameriprise in 2026. 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 advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Simonds is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services primarily through investment adviser representatives using a range of investment strategies.

Duncan Maceachern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2021. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Sehra Elyas is a financial advisor at Fidelity with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Fidelity Investments in 2022, Elyas held roles at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.