Nicholas Godlesky is a financial advisor with Raymond James Financial, holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Raymond James and its affiliated entities since 2016. Outside of his advisory role, he serves as president of Glennon Financial Services, a support company he has led since 2009. 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 employs a non-discretionary, goal-oriented approach using analytical tools and supports its recommendations through various advisory programs and partnerships.

Keith Uhler is a financial advisor with Raymond James & Associates in Rochester, MI, holding a Series 66 credential and 17 years of industry experience. He has previously worked at Ameriprise Financial Services and Comerica Securities. Outside of his advisory role, he is involved in independent insurance brokering through Oceanview Life and Annuity Company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, and offers financial planning, investment consulting, and institutional fiduciary solutions.

Damon Dyas is a CFP® professional with 32 years of experience in the financial services industry. He has been with Ameriprise since 2005, currently serving as an advisor at their Grosse Pointe Park, MI office. Dyas participates in the Michigan State University Wealth Management Committee, providing industry insights and feedback on financial planning education. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations that integrate research, modeling, and tax-efficient strategies. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jaime Mccauley is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 21 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he serves as a guardian for his mother. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large network of advisors and uses research and analytics to support investment decisions while offering a range of brokerage and advisory solutions.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

Jeffrey Adams is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Bank of America, Merrill, and Voya Financial Advisors. Adams also has involvement with Michigan State University FCU and the University of Michigan. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Jonathan Lau is a CFP® professional with 21 years of experience at Mass Mutual Investors Services and MassMutual Life Insurance Company. He is based in Bloomfield Hills, MI, and holds the Series 66 designation. Outside of his advisory work, he owns and operates Lau & Lau Associates, LLC, which provides life and health insurance sales. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes to deliver written financial recommendations.

Scott Lundberg is a financial advisor at LPL Financial with 21 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Lincoln Financial Advisors, Sigma Financial Corporation, and Spc. Lundberg offers estate planning services through platforms such as Encore Estate Plans and Trust & Will. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and advanced technologies within both discretionary and non-discretionary management frameworks.

Melissa Klug is a financial advisor with Ameriprise in Auburn Hills, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at Royal Alliance for nine years before joining Ameriprise in 2022. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual advice focused on income sources and tax-aware withdrawal strategies for clients near or in retirement.

Steven Gretchko is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having 21 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. In addition to his advisory work, he is involved with Princeton Harriman Insurance Solutions, LLC in a financial advisory capacity. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning options tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and planning tools to develop personalized recommendations.

Jacob Hoffman is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. He has worked at Edward Jones since 2023, with a prior year at Vineyard Vines. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Eric Neubecker is a CFP® professional with 32 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following a 10-year tenure at Ameriprise Financial Services. Outside of his advisory role, he serves as a successor trustee for an investment-related family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Gregory Suzio is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2007, focusing on helping clients identify and achieve their individual financial goals. Greg specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Greg earned a Bachelor of Science degree in Mechanical Engineering with High Honors from Michigan State University. He holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® certification, Chartered Retirement Planning Counselor™ designation, CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor. Greg applies his analytical background to manage risk in clients' investment portfolios. He has received recognition from Forbes, being named to the Best-in-State Next-Generation Wealth Advisors list in 2019 and 2020, and the Best-in-State Wealth Advisors list in 2021. Greg lives in Milford with his wife Jodi, their children, Blakely and Griffin, and their two dogs. In his free time, he attends his children's dance and basketball activities and enjoys playing golf with friends.

Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

Austin Burcar is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Rocket Companies. 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 retirement-income planning advice through a written Recommendation Report and ongoing guidance, focusing on dependable income sources and tax-aware withdrawal strategies.

John Wilkinson is a financial advisor at OSAIC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Woodbury Financial Services, Inc. for 16 years. In addition to his advisory role, Wilkinson is involved in the sale of life and health insurance products through Wiklund and Bond Financial Services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory services, financial planning, and access to multiple advisory platforms. The firm utilizes asset-allocation tools and third-party solutions to manage portfolios across a range of investment types, serving clients through a large network of affiliated advisers.

Gus Panos is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 licenses and bringing 34 years of industry experience. His career includes positions at Merrill Lynch, Pierce, Fenner & Smith, Bank of America, N.A., and Raymond James & Associates. He is also a general partner of SRGP Holdings, LLC, an LLC focused on buying and selling real estate in Florida. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a focus on non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Nancy Goebel is a financial advisor at Ameriprise with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009. She is based in Sterling Heights, MI. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports covering income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Bradley Foutch is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has served since 2011. He specializes in working with high net-worth families, focusing on corporate executive services, divorce transition planning, executive compensation, family wealth management strategies, and tax minimization. Bradley and his team at The Foutch Group develop tailored financial strategies to address the unique lifestyle needs, cash-flow scenarios, and wealth preservation goals of their clients. Their approach includes asset allocation across equities, fixed income, alternative investments, options, and ETFs, with an emphasis on helping clients build, manage, and preserve their wealth. Bradley holds a Bachelor's Degree in Business and Finance from Lynn University in Boca Raton, FL. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Bradley lives in Linden, Michigan, with his wife and three children. Outside of his professional work, he enjoys baseball, basketball, boating, fishing, football, and spending time with his family.

Stephen Solverson is a CFP® and ChFC® with 19 years of experience in financial advising. He has worked at Raymond James & Associates since 2023 and was previously with Hantz Financial Services for 17 years. Outside of his advisory work, he serves as an assistant coach for his son's travel hockey team. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities, offering tailored financial planning and consulting with a range of portfolio management options.