Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anne Macintyre is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Anne is also involved in referring legal cases to local attorneys in accordance with state law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Steven Kallabat is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, including time at JPMorgan Securities, LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

James Mcgill II is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been serving in this role since 1993, providing guidance and strategies to clients in various areas of financial planning. His expertise includes corporate executive services, education planning, executive compensation, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He is a Managing Director and holds the professional designations of CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). James earned a Bachelor of Business Administration degree from the University of Massachusetts at Amherst. Outside of his professional responsibilities, he is involved with the Boy Scouts and enjoys biking, boating, golfing, scuba diving, skiing, and spending time with his family.

Kade Bacon is a Series 66 licensed financial advisor with LPL Financial based in Rochester, MI. He has one year of industry experience at LPL Financial and a diverse background in various roles including sports center management and retail. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

Angelo Calderone is a financial advisor with J.P. Morgan Securities in Sterling Heights, MI, holding Series 66 and Series 63 licenses and eight years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, as well as prior experience with United Wholesale Mortgage, Arterra Realty LLC, and operating MMAC Fraser Inc, known as The Pod Drop, from 2010 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Megan Ries is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Ries also has experience with JPMorgan Chase Bank, N.A., where she has worked since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Blake Pollock is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Merrill since 2015. Pollock serves on the board of a nonprofit organization focused on aiding disadvantaged youth. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Michael Coffield is a CFP® and ChFC® with 42 years of industry experience. He has been with Ameriprise since 2005 and currently works at their Troy, MI office. In addition to his role at Ameriprise, he owns Coffield & Associates, Inc., where he sees clients and manages a team. Ameriprise is a large institutional firm offering retirement-income planning services targeted at individuals nearing or in retirement with significant investable assets. The firm delivers these services through a centralized consulting team that combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations.

Ethan Hoffman is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry, all of which have been spent at Edward Jones since 2016. He is based in Rochester Hills, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Bradley Rush serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 1993. In his role, he collaborates with clients to develop financial plans, consolidate assets, and evaluate investment strategies that emphasize diversification and tax efficiency. He holds a California Insurance License, supporting his professional services in financial consulting. Details regarding his education and personal interests have not been provided.

Frederick Cross is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Securities America Advisors and Ameriprise Financial Services, Inc. Outside of his advisory work, he serves as a secondary successor trustee on his parents' trust. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-provided tools and third-party platforms to create diversified portfolios across various asset classes.

Damjan Juncaj is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2016. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Aaron Wilks is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Outside of his advisory role, Wilks serves as comptroller for Peace Lutheran Church and is an assistant bowling coach for De La Salle Collegiate High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm focuses on goal-based planning across various financial topics, delivering written recommendations without portfolio management or institutional advisory services.

Ronald Albers Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of ten years. 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 programs, including model portfolios and research, and provides both discretionary and non-discretionary management services.

Robert St Louis is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior experience at Huntington National Bank and The Huntington Investment Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and with a large nationwide network of advisors and branch offices.

Stuart Higgins is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been part of The Higgins Group since October 2016. He focuses on developing long-term financial advisory relationships tailored to each client's specific lifestyle and goals. His services include wealth and retirement management strategies, estate and college education planning, as well as portfolio management and lending services through Bank of America. Prior to joining Merrill Lynch, Stuart worked in the Greater New York City area for Lord Abbett Investments, specializing in mutual funds, separately managed accounts, and defined contribution business. He holds a Bachelor's degree in Business Management from the University of Maine, where he also played Division 1 Ice Hockey. During his time at the university, he contributed to the student newspaper and volunteered with the Special Olympics. Stuart's community involvement includes participation with MCIR Special Olympics and the University of Maine Students for Liberty. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS under ID 1565253.