Jameson Cavanaugh is a financial advisor at LPL Financial with a Series 66 credential and six years of industry experience. His prior work includes roles at CFV & Associates, Inc., Plante Moran Trust Bank, and Friend & Associates. Outside of advising, he is involved in tax preparation and accounting services. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jesse Biers is a Financial Consultant currently working at Fidelity Investments since 2021. Prior to this role, Jesse served as an Investment Consultant at Fidelity Investments in 2021 and as a Financial Consultant at E*Trade from 2016 to 2021. Jesse focuses on understanding clients' comprehensive financial situations to develop effective and lasting strategies. He aims to build strong relationships and provide thoughtful guidance tailored to clients' unique goals, helping them work confidently toward their short and long-term financial objectives. Outside of his professional work, Jesse has personal interests that include boating, camping, fishing, golf, lake activities, and motorcycles.

Bartley Gravelle is a financial advisor with Robert Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously with J.J.B. Hilliard, W.L. Lyons, Inc. for over 20 years. Outside of advising, he is president and owner/operator of Full Moon Farms, an agricultural business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and uses a combination of manager-traded and model-traded strategies supported by internal research and technology.

Andrea Kotch Duda is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and with 43 years of industry experience. She has been with Raymond James & Associates since 1999, with a brief continuation from 2017 to present at the same firm. Outside of advisory work, she owns and manages rental real estate. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a broad range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by diverse portfolio management styles and affiliated research resources.

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Paul Noel is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Karla Olson Bellfi is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2018. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is a board member of the Ann Arbor Area Community Foundation. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of investment strategies and overlay services.

Daniel Manwiller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at KLA Corporation for six years and has held positions at the University of Michigan and Nelson Floor Covering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Nathaniel Roberts is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and ten years of industry experience. His prior roles include positions at Cetera Investment Services, The Huntington Investment Company, Citizens Securities, and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, including financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Stephen Fair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in East Lansing, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Amber Koch is a financial advisor at Edward Jones with a Series 66 designation and over 16 years of industry experience, including a recent role starting in 2026 following a previous tenure at the same firm from 2011 to 2026. She is based in Chelsea, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ojie Alofoje is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. He has worked at Bank of America, Merrill, PNC, Turnkey, Capital Internal Medicine Associates, and Michigan State University. Alofoje is also the owner of OA Investments, an LLC focused on property acquisition and flipping. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Michael Fitzpatrick is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2013. Outside of his advisory work, he is authorized on the bank and investment accounts of a local yoga instruction business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carmen Woskershian is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds Series 66 and Series 63 designations and has worked at Robert W. Baird & Co. since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded SMA strategies along with internal research and technology tools.

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in various positions including at Cargill and FedEx Ground. He is also licensed as a non-variable insurance professional and operates under DBAs related to his LPL business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Jason Coleman is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he was self-employed and worked at the University of Michigan. Coleman is a partner at McLaren Wealth Strategies LLC and serves on the board and finance committee of The Ecology Center, a nonprofit organization. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting services.

Alex Barger is a financial advisor at Ameriprise in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2023 to 2025, and Bank of America from 2019 to 2023. Outside of his advisory role, he is involved with Mountain Tulip Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Damon Portwood is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria, 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 to deliver personalized, non-discretionary retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Deborah Leek is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated investment products under a fiduciary standard.