Katherine Weber is a financial advisor with LPL Financial in Grand Blanc, MI, holding a Series 66 designation and three years of industry experience. She has worked at LPL Financial and MMB Advisors since 2021, with prior roles including positions at Gordon Food Service and the US Census Bureau. Weber also has experience serving the Chesaning Chamber of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Neil Dylewski is the Vice President, Wealth Planner at Fidelity Investments, where he focuses on partnering with clients to understand their unique financial visions and long-term goals. He leverages his knowledge, experience, and Fidelity's resources to co-create and maintain personalized wealth plans tailored to clients' income, investment, and wealth transference needs. Neil has held multiple roles at Fidelity Investments since 2013, progressing from Financial Representative to his current position. His earlier experience includes serving as a Wealth Planner at Cambridge Investment Research from 2006 to 2010 and as a Financial Representative at Northwestern Mutual Investment Services from 2003 to 2006. Outside of his professional work, Neil enjoys cooking and baking, spending time with family, fitness activities, kayaking, music, and outdoor adventures.

Fritz Tompkins is a Financial Consultant at Fidelity Investments, where he works with clients to develop financial plans tailored to their specific needs. He collaborates with clients to manage risk and create strategies that address wealth planning, insurance, investments, tax-efficient investing, and estate planning to help maximize family wealth. Tompkins has been with Fidelity Investments since 2011, holding various roles including Planning Consultant, Relationship Manager, Financial Representative, Stock Plan Consultant, and Core Service Trading Representative. This progression reflects his extensive experience in the financial services sector.

Steven Desmet is a financial advisor with Raymond James & Associates in Rochester, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2002. He is also a partner in The Lost Cause Investment Club, a private investment group he has been involved with for over 15 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and investment consulting, combining multiple portfolio management styles with in-house research and affiliated sub-advisers.

Jason Firek is a CFP® professional affiliated with Raymond James & Associates, bringing 24 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, he is involved in agriculture as an owner and partner in farm-related businesses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, relying on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Anthony Cook is a financial advisor with LPL Financial in Bloomfield Hills, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with LPL Financial since 2007 and previously with LaSalle Financial Services from 2004 to 2007. 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 other institutions. The firm provides a range of financial planning and investment management solutions, including third-party asset management and institutional platforms.

Albert Berger is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors since 2016, following prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Outside of his advisor role, Berger is involved with Berger Investment Holdings LLC and serves as a financial advisor for Princeton Harriman Insurance Solutions. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations using proprietary research and planning tools, covering a broad range of financial planning areas, with clients having flexibility in implementing these recommendations.

Sylvia Salloum is a Financial Consultant at Fidelity Investments. She has been with Fidelity since 2011, progressing through roles including Financial Representative, Relationship Manager, Senior Relationship Manager, and Planning Consultant before assuming her current position in 2023. Prior to joining Fidelity, she worked as a Personal Banker at J.P. Morgan Chase from 2003 to 2008. Throughout her career, Sylvia has focused on building meaningful and lasting relationships with clients and their families to assist in pursuing their financial goals. She employs a team-based approach at Fidelity to provide comprehensive planning tailored to clients' unique needs and preferences. Together with her clients, she co-creates and maintains investment strategies aimed at providing peace of mind. Outside of her professional work, Sylvia's personal interests include family activities, food, social events with friends, parenthood, puzzles, and traveling.

Spencer Wood is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services Inc. He is also involved with Wood & Associates Tax and Wealth Management LLC, where he serves as a financial assistant. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Peter Gibson is a Wealth Management Advisor with Merrill Lynch Wealth Management. Over the past 10 years, he has focused on providing service and guidance in his clients' financial lives, emphasizing the development of personalized financial strategies that align with individual long-term goals. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Peter is a graduate of Wheaton College with degrees in Business Economics and Interpersonal Communication. He holds several professional designations, including Certified Financial Planner (CFP), Accredited Wealth Management Advisor (AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). In addition to his professional work, Peter is involved in community organizations such as Oakland Christian School, Pontiac Dream Center, and Woodside Bible Church. He contributes to career development and life skills programs, coaches basketball, and supports special needs initiatives. Outside of his advisory role, Peter enjoys activities including basketball, biking, golfing, hiking, hunting, music, reading, rock climbing, running marathons, and traveling.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Marlene Kaltz is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Sagepoint Financial Inc. and Financial Resources Tax & Financial Consulting Services, Inc. since 2010. Kaltz also operates a fixed insurance sales business. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary management and the use of third-party and proprietary strategies.

Tyler Thurston is a Planning Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he worked as a Relationship Banker at Flagstar Bank from 2019 to 2021. Throughout his career in the financial industry, Tyler has developed experience in building trust and rapport with clients to identify their priorities and collaborate on financial plans aimed at achieving their goals. Tyler's approach centers on understanding what is important to his clients to co-create effective financial strategies. Outside of his professional work, he has interests in fitness, social events, golf, outdoor adventures, running, and soccer.

Scott Thomas is a financial advisor with OSAIC based in Troy, MI. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Thomas has worked at Royal Alliance Associates, Inc. and operates Thomas Financial Group. He is also involved in life, accident, and health insurance and fixed annuity business activities, and participates in a private securities transaction with AdvisorShare. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with various investment strategies and custodial arrangements.

Jay Hoffman is a financial advisor with Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 33 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate business, BAJ of Grand Blanc, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

George Makranyi is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2013 to 2020 and as a Regional Planning Consultant from 2012 to 2013. In his role, George focuses on helping clients visualize their investment plans in relation to their goals and aims to build their confidence in these plans to enable them to stay the course. This approach supports clients in enjoying life while working toward their financial objectives. Outside of his professional work, George has personal interests that include baseball, golf, spending time at the lake, parenthood, and reading.

Michael Muchortow is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Muchortow owns Muchortow & Associates LLC, where he prepares tax returns and provides accounting consultation for individuals and small business owners. He also serves as an elder on the board of Hope Community Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.

Michael Yee is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has worked with Ameriprise since 2009, serving in various capacities over more than a decade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning, delivering written recommendation reports and ongoing advice related to income sources, withdrawal strategies, and Social Security options.

Brandon Patrone is a financial advisor with Ameriprise in Auburn Hills, MI, holding a Series 66 designation and eight years of industry experience. His prior work includes positions at Edward Jones, Michigan Financial Companies, and Signator Investors, Inc. In addition to his advisory role, he is involved in independent insurance brokering with Guardian Life, specializing in disability income. 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 tailored retirement planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Bruce French Jr. is a financial advisor with Morgan Stanley in Rochester, Michigan, holding Series 63 and Series 65 registrations and possessing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. He also serves as a trustee or co-trustee for a trust in Oxford, Michigan, involving investment decisions and estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.