Craig Robison is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has been with Raymond James for 23 years and holds Series 63 and Series 65 designations. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Alison Mueller is a financial advisor at UBS Financial Services in Plymouth, MI, holding a Series 66 designation with two years of industry experience. She previously worked at Plante Moran PLLC for six years and spent one year at Omnivere. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans to clients’ goals and risk tolerances.

Thomas Durocher is a Wealth Management Advisor at Merrill Lynch Wealth Management, serving clients since 2012. He is a CERTIFIED FINANCIAL PLANNER® certificant and a partner in The AD Group, working alongside fellow advisor Kevin Ackroyd. Thomas specializes in wealth management and retirement strategies for affluent individuals, families, and businesses. His practice focuses on retirement planning and income strategies, investment management, cash management, and wealth transfer and charitable giving. Thomas earned his bachelor's degree in Business Finance from Eastern Michigan University, attending while working at Merrill's Ann Arbor, MI branch. He combines his financial expertise with a collaborative approach, working closely with clients and their other trusted advisors such as CPAs and attorneys to develop customized financial strategies aligned with their values and future goals. A lifelong Michigan resident, Thomas lives in Ann Arbor with his wife Kathryn. Outside of work, he enjoys camping, hiking, golfing, hunting, racquetball, and is engaged in community activities including Kids Camp.

Christopher Alsobrooks is a financial advisor with Charles Schwab in Novi, Michigan, holding a Series 66 credential and 10 years of industry experience. His career includes roles at TD Ameritrade, LPL Financial, Old National Bank, and Scottrade, with his current tenure at Charles Schwab beginning in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Bryan Moreen is a financial advisor with Edelman Financial Engines, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2009. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Veronica Brunetti is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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 through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

John Findling is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. He has worked at Raymond James Financial since 2001 and currently serves as branch manager and producer at John Findling and Associates. He also acts as a fixed annuity representative for GBU Financial. 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 institutions. The firm offers tailored, non-discretionary planning and consulting using advanced risk and analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

William Connell II is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 credentials and having 32 years of industry experience. Prior to joining LPL Financial in 2021, he worked with firms including Waddell & Reed, Life Guide Financial Consultants, and Plymouth Advisory Group. He has also taught at Schoolcraft College and been involved with the Michigan Opera Theater. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Matthew Delisle is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 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 corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Avery Ritz is a financial advisor at Fidelity with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Fidelity, Avery worked at W&S Brokerage and Western Southern Life and has a background that includes several years as a student. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios featuring mutual funds, ETFs, and ETPs.

Kalee Murphy is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and six years of industry experience. She has worked at Edward Jones since 2019, with prior positions including a role at Money Source Financial Services, Inc. Outside of her advisory work, Murphy operates an Etsy store creating digital prints for home and office decor and has volunteered as a Whole Foods shopper for grocery pickups. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, along with affiliated capabilities such as a trust company and securities-based lending options.

Nicholas Millio is a financial advisor with Ameriprise in Saline, MI, holding a Series 66 designation and four years of industry experience. He has been with Ameriprise and related entities since 2016 in various advisory and client service roles. Outside of his advisory duties, he is involved with CNZ & Associates, where he supports financial advising activities including client communication and trade processing. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm emphasizes tax-aware withdrawal strategies and dependable income solutions developed through a combination of proprietary research and third-party data.

Rance Thomas III is a financial advisor with Edward Jones in Ypsilanti, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at DTE Energy for eight years. He is also the owner of RT3 Solutions, LLC, a small business consulting firm based in Romulus, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2021, she spent twelve years working at Ramko Distributing. 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 an ESG eligibility framework. The firm’s offerings focus on non-discretionary advisory services delivered through its Institutional Consulting Services program.

Kelly Hobby is an Investment Consultant at Fidelity Investments, where she collaborates with clients to develop personalized financial plans tailored to their individual needs and goals. She began her career at Fidelity Investments in 2023 as a Financial Representative and has held positions as a Relationship Manager and Investment Consultant since then. Prior to joining Fidelity, Kelly worked as a Specialist at The Charles Schwab Corporation from 2021 to 2023. Her professional experience encompasses client relationship management and investment consulting, focusing on helping clients create plans to secure their financial futures. Outside of her professional work, Kelly enjoys socializing with friends, hiking, kayaking, visiting museums, skiing, and traveling.

Mark Sislo is a financial advisor at Edward Jones in Plymouth, MI, with five years of industry experience. Before joining Edward Jones in 2021, he held roles at Northwestern Mutual and worked in the manufacturing sector with North American Stamping Group and The Woodbridge Group. Outside of his advisory work, he serves as president of Plymouth Elite Professionals, a networking group that organizes community events benefiting local charities, and he co-hosts a podcast on leadership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,000 advisors and $1.01 trillion in assets under management. The firm provides a range of advisory strategies, including discretionary and non-discretionary solutions, and operates under a fiduciary standard.

Marie Everitt is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of her advisory role, she is an independent insurance agent for various companies through Strategic Pathways LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers both proprietary and third-party investment strategies, with implementation options tailored to client needs across multiple custody platforms.

Nathaniel Michna is a Financial Advisor with Merrill Lynch Wealth Management. In his current role, he focuses on helping families grow their net worth and achieve their financial goals by creating personalized strategies tailored to each client’s unique situation. Nathaniel draws on his background in financial planning, insurance, and tax planning to assemble comprehensive financial plans that address a wide range of client priorities. Nathaniel began his financial services career in 2018 as a Planning Analyst, gaining hands-on experience in constructing financial plans that support families' long-term objectives. Over time, he expanded his expertise to include executive compensation, family wealth management strategies, liquidity management, retirement income, and tax minimization, among other areas. Nathaniel holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). He earned a bachelor's degree from Wayne State University. Outside of his professional work, Nathaniel is involved with the Ann Arbor Soccer Association. His personal interests include adventure sports, basketball, camping, football, golfing, hiking, pickleball, soccer, spending time with family, and traveling.

Jacob Aymen is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020. His prior roles include positions at Central Michigan University and Thumb Broadcasting Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Jackson is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2000. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.