Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Zachary Armstrong is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Sigma Financial Corporation, Sigma Planning Corporation, and Siena Wealth Advisors. Outside of his advisory role, Armstrong is involved with Allied Integrated Tax Services, LLC, focusing on tax preparation and accounting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with a range of investment strategies, including model portfolios and third-party management, and provides both discretionary and non-discretionary account management.

Nicholas Hawk is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and National Planning Corporation. Outside of advising, he is also employed as a caregiver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Wirgau is a financial advisor with Edward Jones in Canton, MI. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Audacy (WWJ Newsradio 950). 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 and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at LPL Financial since 2014 and has also been affiliated with the Bank of Ann Arbor since 2010. Pashnik serves as a successor trustee for a family living trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies, supported by extensive operational and research tools.

Jeanne Baldwin is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has worked within the Edelman Financial Engines network since 2011 through its various affiliated entities. Outside of her advisory role, Baldwin is a motivational and inspirational speaker and has been invited to present on planned giving strategies to nonprofit donors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and account types.

Ryan Cohen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at several firms including Avantax and MIP Advisors, and is involved in coordinating tax services through a partnership at a tax planning center. Cohen also maintains a role as an insurance agent, focusing on fixed annuities and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Brett Dennis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and entering the industry in 2026. His prior work includes roles at Avicenna Medical Systems Inc. and Michigan State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and various event-driven planning services.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jason Lambrix is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at PNC Investments, LPL Financial, Cuna Brokerage Services, Inc., and Cuna Mutual Group. 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, institutional clients, and charitable organizations, offering a range of financial planning and consulting services supported by a nationwide adviser network.

Robert Lamm II is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and with 12 years of industry experience. His career includes roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is the owner and president of 3B Technology, LLC, a non-active business entity used for administrative purposes. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, primarily offering access to third-party portfolio managers and financial planning services.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Thomas Kalis is a financial advisor at OSAIC with 40 years of industry experience. He previously worked at Raymond James & Associates for 19 years and FSC Securities Corp for 5 years. Outside of his advisor role, he is involved as an insurance agent solicitor and is affiliated with Pathways Financial Group LLC. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.

John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Martin Kelln is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. from 1990 to 2017. Outside of his advisory role, he engages in entrepreneurial activities including teaching yoga, designing custom glass water bottles, and inventing a paddle storage rack system for pickleball facilities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering recommendations based on detailed client information and firm-approved analytical tools.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

William Bynum is a financial advisor with Ameriprise based in Trenton, Michigan. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in real estate business ownership. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Peace Little is a Financial Advisor at Thrivent Investment Management with a Series 66 designation and no prior industry experience. Before joining Thrivent, they served in the United States Army and held teaching positions at Dearborn Advanced Technology Academy and Grand River Academy. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on a range of financial topics without portfolio management or discretionary trading authority.

Timothy Kowalski is a financial advisor with Raymond James & Associates in Southfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Raymond James in 2018, he worked for Ameriprise Financial Services, Inc. from 2009 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research resources.