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.

Adam Caballero is a financial professional with 11 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has previously worked at Edward Jones and Ameriprise. Outside of his advisory role, he serves as a wrestling coach for Milan Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and customized strategies.

Corey Arno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at firms including Investment Centers of America, Evangelista & Associates, WFG Investments Inc., and SPC. Outside of advising, Corey is a commissioned notary. 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 financial planning and advisory services supported by diverse investment platforms and tools.

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.

Joy Ryan is a financial advisor with Ameriprise, holding Series 63 and Series 66 designations and with 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with advisors like Ryan.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Katherine Waltner is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Ameriprise and has previously worked at The Huntington Investment Company, Hornor, Townsend & Kent, PNC Investments, SPC, Parkland Securities, and Sigma Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to inform recommendations that address asset allocation, withdrawal strategies, and Social Security options.

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. 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 under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Grieshaber is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Edward Jones in Saline, Michigan, since 2006. Outside of his advisory role, he educates attendees on basic investing principles through financial workshops at Washtenaw Community College. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Jeffrey Radford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing assets held in Ameriprise Managed Accounts and integrating algorithmic automation overseen by a specialized committee.

Scott Tousa is a financial advisor with Edward Jones in Ann Arbor, MI, holding a CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including eight years at Invesco Distributors, Inc., before joining Edward Jones in 2019. Outside of his advisory work, he and his wife manage a rental property in Ypsilanti, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and specialized services.

Brandon Ohlinger is a financial advisor at Ameriprise in Adrian, MI, holding Series 63 and Series 66 designations with seven years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank, where he spent a combined total of over a decade. Ameriprise Financial Services is a large 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.

Matthew Mc Cumons is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to provide written recommendation reports. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

Harry Steele III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James since 2010 and has held roles at related firms since 1999. In addition to his advisory work, Steele serves as a board member of the Kiwanis nonprofit organization and the Lenawee Development Finance Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized capabilities in municipal and public finance.

Aaron Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology.

Nicholas Millio is a financial advisor with Ameriprise in Saline, MI, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and related entities since 2016 in various advisory and client service roles. Outside of his advisory duties, he is involved with CNZ & Associates, where he supports financial advising activities including client communication and trade processing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income solutions developed through a combination of proprietary research and third-party data.

Joshua Periord is a financial advisor at Ameriprise with 22 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver non-discretionary advice and emphasizes the use of affiliated investment products.

Luke Panning is a CFP®-designated financial advisor with 12 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones and Arcadia Capital. Outside of his advisory role, he serves on the finance and investment committee of the Holland Symphony Orchestra and is an active freelance musician and recording artist. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools and supports clients through a large network of affiliated advisors.