Samantha MacFarland is a Planning Consultant who collaborates with clients to develop and maintain their financial plans. She focuses on educating and empowering clients to understand their financial situations and the resources available at Fidelity. Samantha approaches each client account with a level of care equivalent to how she manages her own finances. Her professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Personal Banker at Comerica Bank from 2020 to 2021. Outside of her professional work, Samantha has interests in cooking and baking, gardening, hiking, kayaking, theater, and traveling.

Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 designations and previously worked for Hartford Funds Distributors, LLC for 11 years before joining Edward Jones. Outside of his advisory role, he owns Alexander Farms LLC, a hop farm in northern Michigan, and serves as a board member of Hop Growers of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

John Mathey is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has worked at Robert W. Baird since 2018 and previously at Wells Fargo Clearing. Mathey serves on the Finance Committee of the charitable organization Food Gatherers. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of investment and advisory services including portfolio management, separately managed account programs, and tax-management strategies, supported by internal research and manager oversight.

Sherwyn Mistry is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of a vacation home business under Riverhouse Capital Management LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and model-based asset allocations.

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 21 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 works at Lisa's Produce Market performing various labor and cashiering duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Monica William is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Plymouth, MI, and has three years of industry experience. She has worked exclusively with Thrivent and its affiliates since 2023. Outside of her financial advisory role, Monica serves as a pastor of congregational care and a United Methodist Elder, and she provides chaplain services to the West Bloomfield Police Department. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach includes holistic, goal-based analyses addressing a range of financial planning topics, with ongoing reviews and an option to combine planning with managed accounts under a consolidated billing structure.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones and Thrivent Financial, he worked for 15 years at DXC Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard across a nationwide network of advisors and branch offices.

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, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2010 and previously spent 12 years at Ben Griffith Financial Services. Outside of financial advising, she is an author of a romance novel and has operated a photography business for over two decades. 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 offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports advisory programs along with specialized municipal and public finance work.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, Wang worked at HSBC Bank USA, N.A. for five years and Wells Fargo Bank NA for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader range of investment strategies.

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, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Before joining LPL Financial in 2019, he spent nine years at H. Beck, Inc. He is also involved in tax preparation and accounting through Nornarf, Inc. doing business as Loiselle & Associates, and serves on the board of the Loiselle Foundation, a nonprofit organization. Additionally, he is active as a musician with Saoco. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options and supports advisors with research and operational tools while managing over $819 billion in discretionary assets across more than 22,800 advisors.

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, Michigan, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG considerations, and includes unique regulatory registrations that support broader derivatives and commodities capabilities.

James Potter Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. Additionally, he has worked with Community Financial Credit Union since 2004, where he serves as an advisor and is compensated through salary and commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs advanced technology tools to support operational and research functions.