Sandra Duley is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the country.

Travis Prince is a financial advisor with J.P. Morgan Securities in Belleville, MI, holding Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at Georgetown Prince Wholesale LLC, JPMorgan Chase Bank, AmeriSave Mortgage Corporation, Safeway Lending LLC, Rocket Mortgage, and Comcast. 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.

Nicholas Sabo is a financial advisor with LPL Financial, holding a Series 66 designation. He has less than one year of industry experience, having held roles at LPL Financial and Equitable Advisors in 2025. His prior work background includes various positions outside the financial industry, such as at Crunch Fitness and Enterprise Rent-A-Car. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Mark Holody is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Caitlin John, LLC and Securities America Advisors, Inc. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive advisory approach that includes programs for financial and estate planning.

Nicole Farrell is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at WWK Advisors, WWK Investments, Monroe Bank and Trust, and Carrington Golf Club. 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 services, including discretionary and non-discretionary management, supported by research and model portfolios.

Jessica Woodward is a financial advisor with Wells Fargo Clearing in Dundee, MI, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2003 to 2016, and Prudential Securities since 2000. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

John Duncan is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Fidelity Investments since 2007, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Murphy Salgat is a financial advisor with Ameriprise Financial, holding a Series 66 designation and based in Ann Arbor, MI. He has one year of experience in the financial industry, previously working at Farm Bureau Insurance and several companies outside the financial sector. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Rueger is a financial advisor with LPL Financial based in Ann Arbor, MI. He holds the Series 66 designation and has 24 years of industry experience, including 11 years at L.M. Kohn & Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.

Jacob Prince is a financial advisor with Fidelity Investments in Belleville, MI, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Axtella and Bas Rouge. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Brian Schrag is a CFP® professional with 35 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He is based in Ann Arbor, MI, and holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Javier Cuadrado Lopez is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in educational roles at various institutions including Oakland Community College and multiple schools in Michigan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory options with banking and other financial products.

Evan Bloom is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation. He has prior experience at Plante & Moran PLLC, Hantz Tax & Business, and Doeren Mayhew & Co., P.C. before joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Justin Rush is a CFP®-certified financial advisor with Raymond James Financial who has five years of industry experience. Prior to joining Raymond James in 2025, he worked with The Nemes Rush Group, LLC and J. Alden Associates, Inc. from 2021 to 2025, and spent six years at Ford. He serves as an advisor and board member for two non-profit organizations in Michigan: the Student Advocacy Center and Foundations Preschool of Washtenaw County. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Matthew Parker is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Noodle Partners, PBC and Michigan Medicine in roles outside the financial advisory field. 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 advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Roman Kisz is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Dymatize Enterprises, Slammin Salmon Inc, and TK Engineered Plastics. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized retirement income planning through written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Joseph Morales is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Comerica Bank and United Mortgage Lending. Outside of finance, he is involved with Zagoda Olive Oil LLC, an entrepreneurial venture he has been part of since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, model portfolio wrap programs, third-party asset management arrangements, and access to brokerage and insurance products through its integrated advisory and sales platform.

James Periord Jr. is a CFP® and Series 63-registered financial advisor with Ameriprise, based in Saline, MI. He has 40 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations on income sources and withdrawal strategies.

Kevin Markey is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Listrak, Graham Media Group, and Valassis. In addition to his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, managing over $256 billion in assets and supporting more than 10,000 advisors nationwide.

Daniel Welch is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory and investment businesses since the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.