Melinda Armbruster is a financial advisor with Robert Baird & Co. in Ann Arbor, MI. She holds a Series 66 designation and has eight years of experience with Robert Baird, following 13 years at Singleton Family Dentistry. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and brokerage, utilizing a combination of manager-traded and model-traded strategies supported by internal research and technology.

Samantha MacFarland is a Planning Consultant who collaborates with clients to develop and maintain their financial plans. She focuses on educating and empowering clients to understand their financial situations and the resources available at Fidelity. Samantha approaches each client account with a level of care equivalent to how she manages her own finances. Her professional experience includes roles as a Relationship Manager at Fidelity Investments from 2022 to 2024, a Financial Representative at Fidelity Investments from 2021 to 2022, and a Personal Banker at Comerica Bank from 2020 to 2021. Outside of her professional work, Samantha has interests in cooking and baking, gardening, hiking, kayaking, theater, and traveling.

Nicholas Alexander is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 66 and Series 63 credentials and previously worked for Hartford Funds Distributors, LLC for 11 years. In addition to his advisory role, he owns and operates a hop farm in northern Michigan and serves as a board member for Hop Growers of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices across the United States.

John Mathey is a financial advisor at Robert W. Baird & Co. with 42 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee of Food Gatherers, a charitable organization in Ann Arbor, Michigan. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both traditional and non-traditional investment strategies.

Alison Lecloux is a financial advisor with Thrivent Investment Management based in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Jason Huntley is a CFP® professional with 28 years of experience in financial advisory services. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley is involved in local government as a member of the Cohoctah Township Zoning Board of Appeals and serves as a precinct delegate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has been in the financial services industry since 2025 and previously worked for DXC Technology Inc. from 2010 to 2025. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Deborah Burkhalter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James since 2004 and previously at Ben Griffith Financial Services. Outside of finance, she is an author and has operated a photography business since 2004. 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 institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Mark Fraker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry, working with affluent families and individuals to develop disciplined, goals-based wealth management strategies. Mark holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Ann Arbor Pioneer and attended Eastern Michigan University without obtaining a degree. Mark's approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior firms include LifeMark Securities Corp. and Foresters Equity Services, Inc., and he has also worked as an independent insurance agent. Robinson is involved with Community Choice Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, utilizing a range of investment strategies and technologies.

Wendy Taylor is a financial advisor at Edward Jones with a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has a land contract interest jointly held with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

John Kellmann is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Pink Sisters Inc and is involved as an employee and operations manager for Defined Balance, an LLC franchise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marla Alati is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 32 years of industry experience. She previously worked at Comerica Securities for 29 years and Ameriprise for 3 years. Alati is also involved in independent insurance brokering. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andrew Cronk is a CFP® professional with 14 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Securities America, Inc. and Integrated Financial Strategies. Outside of his advisory role, he is also a licensed real estate agent in Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements.

Nicholas Dardas is an Investment Consultant who partners with clients to develop personalized financial planning strategies tailored to their individual goals and circumstances. He employs a collaborative approach and conducts ongoing reviews to help clients adapt their strategies to changing market conditions and life events. Nicholas has experience as a Financial Representative at Fidelity Investments from 2024 to 2025 and completed a Quantitative Strategies Internship at the Royal Bank of Canada in 2023. His professional background supports his focus on individualized financial planning. Outside of his professional work, Nicholas has personal interests including baseball, comedy, fitness, reading, and snowboarding.

Douglas Ray is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 registrations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2010. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Matthew Gibson is the Resident Director at Merrill Lynch Wealth Management in Ann Arbor. He provides personal financial care to a select group of successful business leaders, professionals, and families. His approach focuses on helping clients plan for the future, make important decisions, care for their families, and achieve their long-term objectives through a process centered on simplicity, transparency, disciplined asset management, and mutual accountability. Matt holds a Bachelor of Science in Biophysics from Brigham Young University and obtained both his Master's and Doctorate degrees in Biomedical Engineering from the University of Michigan. He is a Certified Exit Planning Advisor (CEPA), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), a Personal Investment Advisor (PIA), and a Retirement Benefits Consultant (RBC). Additionally, he is licensed in long-term care, life, and health insurance and holds Series 7 and 66 FINRA registrations. Outside of his professional role, Matt lives in Michigan with his wife and family. He is involved in community activities including the Dexter Little League, the Blue Ocean Entrepreneur Competition for High School Students, the National Invention Convention, and serves on the Tauber Alumni Board for the Tauber Institute of Global Operations. He enjoys baseball, camping, football, music, reading, running, and spending time with his family.

Michael Balagna is a CFP®-designated financial advisor with LPL Financial, bringing 43 years of industry experience. He has been with LPL Financial since 1997. Outside of his advisory role, he is associated with M. B. Financial Inc. for accounting and investment-related purposes. LPL Financial serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.