Thomas Manchester is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns for five years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Louis Petrucco is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at CUSO Financial Services, DFCU Financial, Comerica Securities, and other firms dating back to 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management options supported by extensive operational and research tools.

Matthew Heinz is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles, including positions at Torch Lake Cafe and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Corrine Clark is a financial advisor with Osaic, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Osaic since 2020 and has been with Cco Investment Services Corp since 2010. In addition to her advisory role, she is involved with Allen Wealth Strategies LLC, where she manages account relationships and assists with sales and marketing of fixed annuities and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and provides access to various managed strategies and alternative investments.

Michael Dagher is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 66 registrations and bringing 36 years of industry experience. He has been with LPL Financial since 1998 and has been involved with Simoni Oil Corporation since 1989. In addition to his advisory role, he is engaged in mortgage brokerage through Veracity Mortgage of Michigan, LLC, and serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and a range of investment solutions including model portfolios and third-party asset management, supported by advanced operational tools and a broad platform of financial services.

Matt Weber is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial planning strategies that align with their goals. He emphasizes empowering clients to actively engage with their wealth management process using Fidelity's tools and resources. Before his current role, Matt held positions as a Planning Consultant and Investment Consultant at Fidelity Investments. He also gained experience as a Wealth Associate with Legacy Wealth Partners and worked in roles such as Fraud Analyst and Mortgage Loan Processor at the Bank of Ann Arbor, as well as Mortgage Loan Coordinator at Citibank. Outside of his professional work, Matt enjoys activities such as biking, camping, family activities, outdoor adventures, parenthood, and skiing.

Amy Schaefer Sergio is a financial advisor with Ameriprise in South Lyon, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is president of Full Circle Compliance Consulting, LLC, a business formed to manage her Ameriprise practice. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers these services through a centralized consulting team in partnership with its financial advisors, emphasizing managed accounts and algorithmic support.

Josiah Keith is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Power Home Remodeling Group and in public school systems before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Jon Schafer is a financial advisor at Ameriprise with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Ameriprise in various capacities since 2009. Based in Brighton, MI, he currently serves clients through Ameriprise Financial Services, LLC. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset thresholds, offering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver personalized retirement solutions, supported by a centralized consulting team and algorithmic automation overseen by an internal committee.

Kirk Yackle is a financial advisor at Merrill with a Series 66 credential and recent entry into the industry. He previously worked at Delta College and held positions at UPS Store and Trugreen. Merrill, together 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 strategies for a range of individual and institutional investors.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Joshua Slusarczyk is a Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been working in the financial consulting field since 2013, with previous roles at Raymond James from 2018 to 2022 and at E*TRADE from 2013 to 2018. Joshua focuses on understanding clients' entire needs and goals through a holistic approach to investing. He collaborates with clients to develop plans aimed at achieving their retirement objectives. Outside of his professional work, Joshua has personal interests that include golf, spending time at the lake, parenthood, and soccer.

Leilani Jacobson is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she partners with clients to develop personalized financial plans aimed at achieving their long-term goals and building reliable retirement income. She emphasizes tailoring each plan to the unique needs and wants of her clients and focuses on building lasting relationships based on trust and transparency. Prior to her current role, Leilani worked at E*TRADE Financial, where she served as a Branch Service Representative from 2019 to 2022 and as a Senior Financial Service Representative from 2018 to 2019. This experience has contributed to her knowledge and expertise in financial services and client relationship management. Outside of her professional work, Leilani enjoys attending concerts, cooking and baking, outdoor adventures, skiing, traveling, and spending time with her pets.

John Reyes is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He began his career in the financial services industry in 2004 and has gained extensive experience through roles at several firms, including J.P. Morgan Securities LLC and TD Ameritrade, Inc. His career path includes positions such as Financial Consultant, Financial Advisor, Investment Consultant, Personal Banker, and Financial Services Associate. John works closely with clients to develop and implement financial plans tailored to their specific goals. He emphasizes the importance of client involvement in monitoring and adjusting financial strategies over time to align with their unique objectives. Outside of his professional role, John enjoys activities such as baseball, comedy, concerts, family activities, music, and running.

Jeremiah Rupp is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he works alongside clients and his team to develop and refine tailored wealth strategies, focusing on simplifying complexity, protecting assets, and helping clients pursue their long-term financial goals. He has been with Fidelity Investments since 2015, serving in several capacities including Financial Consultant, Investment Consultant, and Investment Solutions Representative. This progression reflects his experience and expertise in wealth planning and investment consulting. Outside of his professional work, Jeremiah enjoys attending concerts, fishing, exploring food, spending time with pets, reading, and traveling.

Natalie Norman is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and 27 years of industry experience. She has worked with Raymond James Financial Services since 2007 and has been the branch manager and owner of Natalie V Craig & Company Wealth Advisors LLC since 2020. 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 emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and technology-driven solutions.

Nicholas Schneider is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools.

Thai Vi Pham is a financial advisor with Robert Baird & Co. in Ann Arbor, MI, holding a Series 66 designation and 24 years of industry experience. Prior to joining Baird in 2018, Pham worked at Wells Fargo Clearing from 2016 to 2018. Pham is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts and overlay management, supported by internal research and use of artificial intelligence, with approximately $394 billion in assets under management as of December 31, 2025.

Jason Lira is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He has also been involved with Schultz & Associates, PLC, a firm focused on tax preparation and accounting, since 2012. 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 provides a range of investment options including financial planning, model portfolio programs, third-party asset management, and institutional platforms.