Ryan Welch is a financial advisor at LPL Financial with three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Adamy Valuation Advisors and held various roles including positions at Michigan State University and Roush Holdings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services including financial planning, third-party asset management, and institutional platforms, utilizing model portfolios, subadvisors, and customized strategies.

Garrett Flynn is a financial advisor at OSAIC with a Series 66 designation and six years of industry experience. He previously worked at Liggett from 2016 to 2022 and attended Michigan State University from 2022 to 2026. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk assessments to construct portfolios that include a wide range of investment options.

Kevin Darrow is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is associated with A2 Business LLC, which manages his practice’s payroll. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing tailored recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to support its advisory process while offering a broad range of advisory, brokerage, and insurance solutions.

Daniel De Lano is a CFP® professional with 27 years of industry experience, currently serving at Edward Jones in Northville, MI. He has been involved with Michigan Trading Partners since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets under management through a network of over 23,700 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Pool II is a financial advisor with Merrill in Ann Arbor, MI, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Eaton, Fifth Third Bank, and Eastern Michigan. He also worked with YMCA Storer Camps for six years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank and J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Park is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Raymond James & Associates, JPMorgan Chase Bank, and J.P. Morgan Securities. He is also involved in investment services offered through the DBA DFCU Financial Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Mike Mc Gowan is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. dating back to 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide fund and strategy recommendations.

Sidney Thompson is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Thompson held positions in education and retail, including roles at Wayne State University, Macomb Community College, and Target. Merrill, along with 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, and institutional investors.

Jason Lindauer is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies for business owners, senior corporate executives, and high-net-worth families. He has developed customized goals-based approaches that focus on clients' meaningful lifestyle objectives, such as retirement planning, educational funding, and legacy establishment. Jason works closely with clients' accountants, attorneys, and other professional advisors to provide organized and responsive service. Jason joined Merrill in 1985 and holds the professional designations of Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in Sociology from Adrian College in 1983. Additionally, he has completed advanced training at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. Jason also serves on the St. Joseph Mercy Hospital Chelsea Board of Trustees. He has been involved in his community as an Assistant Varsity Football Coach at Chelsea High School and served as Mayor of the City of Chelsea from 2009 to 2017. Jason and his wife, Amy, live in Chelsea and have four grown children. His personal interests include cooking, football, golfing, hiking, music, reading, running, skiing, spending time with family, and traveling.

Mitchell Goodin is a financial advisor at Merrill with a Series 66 credential and has two years of experience in the industry. Prior to joining Merrill in 2024, he worked at The Mannik & Smith Group, Inc., Abonmarche Consultants, Inc., RQAW Corporation, and spent four years at the University of Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Timothy Paulian is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Prior to his financial services career, he was employed at Utica Community Schools for 19 years. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Dillon Dejong is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. He has worked at OSAIC since 2021 and previously held positions at Northwestern Mutual and Hartman and Tyner. Outside of his advisory role, Dejong has involvement with Michigan Financial Companies in administrative and client relations capacities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through an extensive network of advisers, offering integrated brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a variety of investment tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Thrivent Financial and served in public defender offices. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Hannah Szalay is a Series 65–licensed financial advisor with three years of industry experience, currently with Edelman Financial Engines in Novi, MI. She has worked at Edelman Financial Engines and its predecessor firms since 2019, with prior roles at Lifecycle Financial Planners and the University of Michigan - Flint. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Jestin Jansen is a financial advisor at Ameriprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. for over 20 years. Outside of his advisory role, he has owned and managed The Jansen Group, LLC, a business related to his Ameriprise advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, with recommendations produced by a centralized team using proprietary research and tools.

Edward Mc Clellan is a CFP® with 18 years of experience at Edward Jones, where he has been an advisor since 2008. He is also the author of a guided journal focused on the emotional and psychological preparation for retirement. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a broad network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and affiliated services under a fiduciary standard.

Mark Stutzmann is a financial advisor with Wells Fargo Clearing in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he co-owns a marina property through DANMAR, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Cunningham is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Cunningham is the managing partner of Gang of Wolverines LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering detailed, non-discretionary recommendation reports based on comprehensive modeling and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and customized planning within Ameriprise-managed accounts.