Ryan May is a financial advisor with Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Jason Nymark is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Andrew Baldwin is a Series 66-credentialed financial advisor with nine years of industry experience, currently with LPL Financial since 2020. Prior to joining LPL, he worked at Voya Financial Advisors for three years and has operated Baldwin Capital Management since 2016. Outside of his advisory role, he is involved with Fora Travel, a home-based non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Erik Bloomfield is a financial advisor with OSAIC in Dearborn, MI, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 15 years of industry experience, previously working at Advisor Group and MassMutual Investors Services. Outside of his advisory role, he manages Impact Arms, LLC, which facilitates NICS background checks and firearm transactions in compliance with federal law. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs a variety of tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Reichell Ray is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Ray has been with Morgan Stanley since 2017, following four years at PNC Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Anthony Atrasz is a financial advisor with LPL Financial, holding the CFP® and ChFC® designations, and has 17 years of industry experience. His prior roles include positions at Mainstay Capital Management and Mariner Wealth Advisors, as well as being self-employed for several years. Outside of his advisory work, he is employed by Corewell Health and teaches at Schoolcraft College. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Rebecca Gucwa is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Justin Maidlow is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Premier Financial Planning. 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.

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. 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 institutions.

Thomas Ogar is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Previously, he operated a manufacturing consulting business servicing a contract with Borg Warner Automotive. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Terence Reed is a CFP® professional affiliated with Cetera, bringing 45 years of industry experience. He has worked with multiple firms including Avantax and currently serves as a partner at Making Investing Personal, LLC and is involved with the Center for Tax Planning, coordinating tax services for clients. Reed also acts as co-trustee of a family trust, handling beneficiary fund requests and tax preparation matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with discretionary and non-discretionary programs, supporting access to affiliated and third-party investment managers.

David Granner is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Thrivent Investment Management since 2002. He also holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an at-large board member of ANBU Children International, a nonprofit organization supporting destitute children in South India. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers goal-based, holistic financial planning on a standalone basis, enabling clients to integrate planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Brandon Caverly is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brandon Moore is a Financial Consultant currently working at Fidelity Investments since 2025. Prior to this role, he served as a Financial Advisor at Morgan Stanley from 2023 to 2025. He specializes in helping clients evaluate their current financial situations and aims to provide them with the confidence to develop healthy habits that strengthen their financial wellness. Outside of his professional work, Brandon has interests in board games, family activities, football, museums, pets, and traveling.

Judith Mccammon is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and proprietary return estimates, to support its financial planning process.

James Leventis is a financial advisor with Equitable Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he operates a health insurance sales business as a sole proprietor. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Gerald Mangona is a financial advisor at Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a keyboard player and vocalist with Packin Heat LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and affiliated investment products, supported by a nationwide network of over 23,000 advisors and 15,000 branches. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Brett Jackson is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Osaic Wealth, Inc. He has worked at several firms including PNC Investments LLC, LPL Financial, and Parkland Securities. Jackson also holds a role as Senior Regulatory Analyst at Market Share Inc., where he assists financial professionals with compliance and regulatory requirements. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides comprehensive brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across a range of investment vehicles.