Paul Noel is a financial advisor at Robert Baird & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for nine years before joining Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, and charitable organizations. The group offers a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through both in-house and third-party managers.

Thomas Landis is a financial advisor with Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 credentials and with 20 years of industry experience. He worked at LPL Financial for 12 years before joining Wells Fargo Advisors in 2022. Outside of his advisory role, Landis serves as president of the Belleville Lakefront Condominium Association, where he leads board meetings and manages communications with residents and vendors. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, leveraging Wells Fargo’s research and tools to develop tailored client recommendations.

Karla Olson Bellfi is a financial advisor with Robert W. Baird & Co. in Ann Arbor, Michigan, holding CFP® and Series 63 credentials and bringing 40 years of industry experience. She has been with Robert W. Baird since 2018 and previously worked at Wells Fargo Clearing. Bellfi serves as a board member of the Ann Arbor Area Community Foundation. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and investment management services, utilizing internal research and technology including artificial intelligence, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Jay Murray is a financial advisor with Ameriprise in Plymouth, MI, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Ameriprise Financial Services in various capacities since 2007. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Nathaniel Roberts is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Cetera Investment Services, The Huntington Investment Company, and Citizens Securities Inc., among others. Roberts also operates under the Balmville Wealth Group and Arbor Hill Financial DBAs related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing various investment strategies and technological tools to support its advisors.

Daniel Schloff is a financial advisor with J.P. Morgan Securities in Northville, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Jpmorgan Chase Bank, N.A. from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG eligibility frameworks, and includes broader derivatives and commodities capabilities.

Ralph Vidusic is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Crown Capital Securities, L.P. for 24 years. He is based in Livonia, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers various financial planning and investment management services delivered through a broad network of investment adviser representatives.

Stephen Fair is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in East Lansing, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Nicholas Clements is a financial advisor at Edward Jones in Canton, MI, with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branches.

Brian Gorman is a financial advisor with Cambridge Investment Research Advisors in Plymouth, MI, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Cambridge since 2013 and previously worked at First Heartland Consultants, Inc. from 2010 to 2013. Outside of his advisory role, Gorman is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base.

Amy Majeske is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets solutions supported by proprietary research and data analytics.

Carmen Woskershian is a financial advisor with Robert W. Baird & Co. in Ann Arbor, MI, holding Series 66 and Series 63 designations and 18 years of industry experience. Prior to joining Baird in 2018, Carmen worked at Wells Fargo Clearing from 2016 to 2018. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and internal research tools, with approximately $394 billion in assets under management as of December 31, 2025.

Jason Coleman is a financial advisor at Raymond James Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at the University of Michigan. Outside of his advisory role, he is a partner in McLaren Wealth Strategies LLC and serves on the board and finance committee of The Ecology Center, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advice using analytical tools and supports a large network of advisors with specialized offerings including municipal advisory and SIMPLE IRA employer consulting.

Richard Welsh is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines in Novi, MI. He has worked with the firm and its predecessors since 2012, including Financial Engines Advisors L.L.C. and EF Legacy Securities, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term investment approach across various account types.

Kevin Krym is a financial advisor with Raymond James Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James since 2002, including 17 years at its current incarnation, and also owns Krym Investment Services, LLC. Outside of his advisory role, Krym serves as an agent for GBU Financial Life, which promotes German cultural activities and community involvement while offering fixed annuities. 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 institutions. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad network of advisors and specialized programs.

Alexander Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Infinex Investments, Flagstar Bank, and C.J. Barrymore's. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for operational and research support.

Alex Barger is a financial advisor at Ameriprise in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank from 2023 to 2025, and Bank of America from 2019 to 2023. Outside of his advisory role, he is involved with Mountain Tulip Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, supported by a centralized consulting team and algorithmic tools, alongside a broad range of advisory, brokerage, and insurance solutions.

Nicholas Bonn is a CFP® with 23 years of experience in the financial industry and has been with Raymond James Financial since 2010. He is the owner and officer of multiple businesses, including Bonn Capital, Inc. and Center Street Wealth Strategies, and is also a partner in CSWS Realty LLC, which manages the building housing his practice. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, leveraging analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Kyle O'Keefe is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is a co-owner of a landholding entity in Clinton, Michigan. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Ryan Mc Govern is a financial advisor at Edward Jones with a Series 66 credential and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for 18 years with Tecumseh Public Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.