Kathryn Quick is a financial advisor at Hantz Financial Services, Inc. She holds a Series 65 designation and has prior experience working at EY LLP and KPMG LLP, with a combined 17 years in accounting and business advisory roles. She is currently associated with Hantz Tax and Business. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven investment approach centered on ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services, supported by affiliated tax, business consulting, insurance, and mortgage origination businesses.

Alexandrea Snyder is a financial advisor at Hantz Financial Services, Inc. in Ann Arbor, MI, holding a Series 66 designation with eight years of industry experience. She has worked at Hantz Financial Services since 2017 and also spent time at Cedar Springs Brew Co. and Concordia University. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform, focusing on diversified, ETF-centered model portfolios combined with third-party managers and tax-aware strategies.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Mark Forsthoefel is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2001. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles and notable municipal advisory services.

Gary London is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Pure Benefits of Michigan, Securian Financial Services, and ownership of London Financial Services, Inc. He has maintained an officer role at London Financial LLC alongside his advisory career. Fidelity’s Strategic Advisers LLC, where Gary is affiliated, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction across a diverse investable universe.

Brenda Henning is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. Her previous roles include positions at Old National Bank, Foresters Financial Services, and First Investors Advisory Services. She also participates in a referral program for banking products with Old National Bank. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Kerry Kerch is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities 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 delivers these services through Wealth Advisors on a non-discretionary basis, combining institutional advisory with broker-dealer and investment management capabilities.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Janet Nickel is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses. She has 37 years of industry experience and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Conrad Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His background includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, and Charles Schwab & Co., Inc., as well as service in the US Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services that cover areas such as retirement, education, and specialized planning needs. Advisors use Wells Fargo research and tools to develop tailored recommendations delivered through meetings and written summaries, with clients having flexibility in implementation.

Jennifer Sordyl is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in personalized wealth management strategies that align with clients’ long-term financial goals. She works closely with clients across various focus areas including college education planning, family wealth management, legacy planning, personal retirement planning, portfolio management, and women and wealth initiatives. Jennifer employs a goals-based wealth management process to develop, implement, and review retirement planning strategies tailored to individual client needs. Jennifer joined Merrill in 2009 following her graduation from Central Michigan University, where she earned a bachelor's degree in accounting and finance. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She values community involvement and volunteers with local organizations, embracing the Merrill tradition of community participation. Outside of work, Jennifer enjoys hiking, traveling, practicing yoga, and spending time with her family. She resides in downtown Detroit, where she explores the city and its dining scene.

Spencer Godin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked with The Aspire Group LLC and in roles outside of finance, including with Shoot Out Hockey Inc. and the Nashville Predators. 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, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

David Hester is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, he is a notary public and holds an ownership interest in a storage business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a distinctive inclusion of insurance-related products and bank deposit sweep options among its investment menus.

Joshua Brucker is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Equitable Advisors LLC from 2022 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Kenneth Osler is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Ameriprise since 2018, following prior experience at Wunderlich Securities, Inc. from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jack Mooradian Jr. is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by a structured process and advanced analytical tools.

Julie Emery is a financial advisor with J.P. Morgan Securities in Novi, Michigan, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. Outside of her advisory role, she has been involved with the St. Vincent de Paul - St. Kenneth Conference from 2022 to 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Daniel Nickodemus is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. He is based in Plymouth, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves in several nonprofit and community positions, including Treasurer of Historic Trinity Lutheran Church and board member roles with related organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

Brandon Johnson is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and guidance tailored to changing client needs, and he facilitates access to additional banking, credit, home financing, and small business resources through Bank of America specialists. His areas of expertise include family wealth management strategies, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Brandon holds a Bachelor's Degree from Western Michigan University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of his professional role, Brandon spends time engaging in sports such as basketball and golf, enjoys music, and values spending time with his family. He enjoys activities like game nights and barbecues, as well as visiting parks and walking nature trails with his wife and two sons.

Samson Maxbauer is a financial advisor with LPL Financial in Southfield, MI, holding a Series 66 designation and 11 years of industry experience. He previously worked at Raymond James Financial Services Advisors Inc. and Raymond James Financial Services, Inc. Maxbauer is involved in a non-investment business entity, S.A.M. Advisory LLC. LPL Financial serves a diverse client base including individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.