Grant Lowery is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He also works as an associate at Scott Lowery, CPA, PC, where he manages office operations and prepares tax returns. His career includes prior roles at Quicken Loans and extensive experience within Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Joseph Denis is a financial advisor with LPL Financial holding a Series 66 credential and two years of industry experience. His previous roles include positions at True Community Credit Union, Michigan First Credit Union, and Bank of America. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of discretionary and non-discretionary management strategies supported by LPL Research and third-party resources.

George Al Ghishan is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 11 years of industry experience. His career at J.P. Morgan entities has spanned from 2015 to the present. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Andrew Boyd is a CFP®-certified financial advisor with Edward Jones in Northville, MI, where he has worked since 2019. He has seven years of industry experience and previously held roles at Kellog Catering and Domino’s Pizza LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Canton, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously with Professional Home Solutions from 2010 to 2018. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Asbjorn Jensen is a financial advisor at Edward Jones in Ann Arbor, MI, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for 12 years with the Eastern Michigan University Foundation. Jensen has no reported responsibilities outside of his primary role. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Justin Thomas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with J.P. Morgan Securities since 2017 and has also worked at JPMorgan Chase Bank, N.A. since 2014. He holds Series 63 and Series 66 designations. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Parker Nowak is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Raymond James Financial Services, and Hantz Financial Services. Prior to his financial career, he held roles in logistics, imaging, lawn care, and golf club services. 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, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning and consulting tailored to client goals and supports a wide advisor network with specialized services in municipal and public finance as well as employer advisory programs.

Sawyer Paull Baird is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and Keller Williams Realty. In addition to his advisory role, he assists another investment executive with business operations and client services. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a range of investment tools and supports various account management options and legacy platform transitions.

Gino Weaver is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 25 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. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Kelterborn is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 credential and 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as secretary for the Local Business Network Canton, where he administers membership attendance and communications. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Thomas Bosio is a financial advisor at Ameriprise in Ann Arbor, MI, with six years of industry experience and a Series 66 designation. He has been with Ameriprise since 2019. Outside of advising, Bosio is employed through Reider Holdings LLC, where he receives his salary. 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 written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 26 years of industry experience. His prior roles include positions at DFCU Financial, Comerica Securities, and Comerica Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.

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 at Osaic with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Osaic since 2020, with prior experience at CCO Investment Services Corp beginning in 2010. Outside of her advisory role, she is involved with Allen Wealth Strategies, where she manages account relationships and assists with investment paperwork. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios that include a wide range of securities managed on either a discretionary or non-discretionary basis.

Michael Dagher is a financial advisor with LPL Financial in Novi, MI, holding Series 63 and Series 66 licenses and with 35 years of industry experience. He has been with LPL Financial since 1998 and also has involvement with Simoni Oil Corporation since 1989. Outside of his advisory role, he has engaged in mortgage brokerage services through Veracity Mortgage of Michigan, LLC and acts as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

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.