John Mathey is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee of Food Gatherers, a charitable organization in Ann Arbor, Michigan. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Sherwyn Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is the proprietor of Riverhouse Capital Management LLC, a private vacation home business. 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 uses proprietary research and model-based asset allocations to tailor investment plans.

Alison Lecloux is a financial advisor with Thrivent Investment Management based in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in agricultural work at Lisa's Produce Market, where he performs duties including stocking produce and harvesting crops. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Monica William is a Financial Advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has served in various positions within Thrivent and has held pastoral roles, including Pastor of Congregational Care at Nardin Park United Methodist Church. She is also active as a chaplain for the West Bloomfield Police Department and is an ordained United Methodist Elder in Extension Ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates these services with managed accounts under its WealthPlan program.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has been in the financial services industry since 2025 and previously worked for DXC Technology Inc. from 2010 to 2025. 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, operating under a fiduciary standard.

Christopher Millio is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of advising, he manages the expenses of his financial planning practice through CNZ & Associates, Inc. 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 to deliver personalized retirement income advice.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Deborah Burkhalter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James since 2004 and previously at Ben Griffith Financial Services. Outside of finance, she is an author and has operated a photography business since 2004. 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, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Mark Fraker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry, working with affluent families and individuals to develop disciplined, goals-based wealth management strategies. Mark holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Ann Arbor Pioneer and attended Eastern Michigan University without obtaining a degree. Mark's approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Xiaodi Wang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Wang holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, HSBC Bank USA, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and market-facing services.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Loiselle is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has prior experience with H. Beck, Inc. and operates Nornarf, Inc. dba Loiselle & AMP Associates, which provides tax preparation and accounting services. He also serves on the board of the Loiselle Foundation and is active as a musician with Saoco. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

John Kellmann is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Pink Sisters Inc and is involved as an employee and operations manager for Defined Balance, an LLC franchise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

Douglas Ray is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Matthew Gibson is the Resident Director at Merrill Lynch Wealth Management in Ann Arbor. He provides personal financial care to a select group of successful business leaders, professionals, and families. His approach focuses on helping clients plan for the future, make important decisions, care for their families, and achieve their long-term objectives through a process centered on simplicity, transparency, disciplined asset management, and mutual accountability. Matt holds a Bachelor of Science in Biophysics from Brigham Young University and obtained both his Master's and Doctorate degrees in Biomedical Engineering from the University of Michigan. He is a Certified Exit Planning Advisor (CEPA), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). Additionally, he is licensed in long-term care, life, and health insurance and holds Series 7 and 66 FINRA registrations. Outside of his professional role, Matt lives in Michigan with his wife and family. He is involved in community activities including the Dexter Little League, the Blue Ocean Entrepreneur Competition for High School Students, the National Invention Convention, and serves on the Tauber Alumni Board for the Tauber Institute of Global Operations. He enjoys baseball, camping, football, music, reading, running, and spending time with his family.

James Potter Jr. is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with LPL Financial since 2011 and has concurrently served as an advisor and held bank duties at Community Financial Credit Union since 2004. 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 advisory programs, financial planning, and retirement plan consulting, utilizing strategic and tactical model portfolios, third-party research, and technology-driven solutions.

Colin Talbot is a financial advisor with Raymond James Financial in Plymouth, MI, holding a Series 66 designation and 10 years of industry experience. Prior to joining Raymond James in 2021, he worked at Edward Jones for six years. He is also involved as an associate with Family Legact Wealth Partners, managing client relationships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools, with notable capabilities in municipal and public finance advisory work.