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 who holds Series 65 and Series 63 licenses and has seven years of industry experience. She previously worked at WWK Advisors, LLC and WWK Investments, Inc., and has experience in financial roles at Monroe Bank and Trust as well as non-financial positions including Carrington Golf Club and H & R Block. 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 investment options including model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and extensive operational tools.

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 holding a Series 66 designation and 25 years of industry experience. His prior firms include L.M. Kohn & Company, Edward Jones, and National Planning Corporation. He is also involved with Pilot Wealth Management, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning, model portfolio programs, third-party asset management, and institutional investment platforms.

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 with Wells Fargo Advisors in Plymouth, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked in educational roles at several institutions, including Oakland Community College and Washtenaw Christian Academy. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options such as retirement, education, business-owner transition, and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary letters.

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 holding a Series 66 designation and recent industry experience beginning in 2026. His prior work includes roles at Comerica Bank, United Mortgage Lending, and the State of Michigan - Secretary of State. Outside of finance, he is involved with Zagoda Olive Oil LLC, a business he has been part of since 2022. LPL Enterprise, LLC offers investment advisory and brokerage services to individual and high-net-worth clients, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it provides access to third-party asset managers alongside additional financial and insurance services.

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 bringing 35 years of industry experience. He has worked at LPL Financial since 2019 and has managed his own investment and tax service businesses since 1997 and 2025, respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by various platforms and tools.

Kevin Lyons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Foguth Financial Group and J.W. Cole Financial. 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, and municipal entities, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management styles.

Brandon Thomas is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Hantz Group, and the University of Michigan. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sean Mueller is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with LPL Enterprise and has prior experience at Northwestern Mutual in various capacities from 2014 to 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.