Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. 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 a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Kevin Ackroyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and changing market conditions. His client focus areas include college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Spring Arbor University. Committed to serving his community, he actively volunteers with local organizations. Outside of work, Kevin enjoys baseball, football, hiking, skiing, and volleyball.

Nicholas Hawk is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise and National Planning Corporation. Outside of his advisory work, he serves as a caregiver in a part-time capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services.

Jason Wirgau is a financial advisor with Edward Jones in Canton, MI. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Audacy (WWJ Newsradio 950). 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 and investment solutions through a nationwide network of over 23,000 financial advisors.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Rex Stanczak is a financial advisor with Stifel in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Wells Fargo Clearing and Stifel Nicolaus & Co. Inc. Outside of his advisory role, he serves as the head basketball coach for the varsity team at Father Gabriel Richard High School. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has been with LPL Financial since 2014 and also works with the Bank of Ann Arbor, where she has served since 2010. Outside of her advisory role, she acts as successor trustee for the Lorraine Pashnik Living Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Craig Shipman is a financial advisor with LPL Financial based in Ann Arbor, MI, holding a Series 66 credential and 20 years of industry experience. Prior to joining LPL Financial in 2025, he worked with DFCU Financial and Cuso Financial Services since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 24 years of industry experience. She has worked with Ameriprise and its affiliated entities since 2006. 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 through written Recommendation Reports and ongoing advice, utilizing proprietary research, third-party data, and algorithmic tools.

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.

Joelle Emery is a financial advisor at Raymond James Financial with Series 66 registration and three years of industry experience. Prior to joining Raymond James, she worked at Lululemon Athletica USA Inc. and has been a coach for Lily Weightlifting/Crossfit since 2014. 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 offers tailored, non-discretionary planning and supports institutional consulting and portfolio management across a large network of advisors.

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, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously held roles at Fleetilla, MuHu, Azuga, and Propel GPS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.