Evan Badge is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including DFCU Financial, CUSO Financial Services, Flagstar Bank, Infinex Investments, and Jackson National Life Distributors. 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. The firm offers various financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Ashlyn Klaski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in various roles including positions at Garber Buick Company, Gateway Financial Services, and Perani's Hockey World. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Ronald Haley is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 11 years. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and algorithmic tools to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Richard Urea is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Comerica Bank, UHY LLP, and Market Performance Group. Outside of financial services, he is involved with 526 Main Piano Bar. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with other financial products.

George Fisk is a financial advisor with LPL Enterprise in Troy, Michigan. He holds a Series 66 designation and has been with LPL Enterprise since 2026. Prior to this, he worked at Uber and has experience in various other roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and a range of brokerage and insurance products.

Natalie Pratt is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2023. She collaborates with clients to develop financial plans tailored to their goals, risk tolerance, time horizon, and definitions of financial success, aiming to provide them with peace of mind. Natalie has been with Fidelity Investments since 2014, serving in various capacities including Planning Consultant, Relationship Manager, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked as a Private Client Investment Associate at JP Morgan Securities from 2013 to 2014.

James Creamer is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual. In addition to his advisory work, he is involved in eldercare insurance services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model portfolio access, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Cynthia Rogers is a financial advisor with LPL Financial in Rochester, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her prior roles include positions at Flagstar Bank, Infinex Investments, Inc., and The Huntington Investment Company. She is also involved with Flagstar Wealth Services, a business related to her LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Nationwide Securities, Inc. and Nationwide Insurance Company, where he worked for two decades, as well as six years at cfd Investments, Inc. He is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by in-house and third-party research.

Andrew Covic is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and Equitable Advisors. Covic is also involved with Christian Financial Credit Union in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Stiekes is a financial advisor with Primerica Advisors in Clinton Township, MI, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and with Primerica Financial Services since 1991. Stiekes has also been involved with Pfs University since 2006. Outside of his advisory work, he is associated with Faith Baptist Church of Warren. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. 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.

Mark Jankauskas is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pinewood Estates Home Owners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ryan Zimmer is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include academic positions at Michigan State University, Miami University, and the University of Michigan. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad client base including registered investment companies and charitable funds.

Kasey George is a CFP® professional with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2023, George spent six years at Lincoln Investment and seven years at Legend Equities Corporation. Outside of advising, George is involved as an independent insurance agent with various agencies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing proprietary and third-party investment strategies across multiple platform arrangements.

Gerald Shiner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with OSAIC since 2023 and has concurrently worked at SagePoint Financial since 2015. Shiner also serves as Director of Retirement Services at Michigan Planners, a corporation focusing on company benefits where he consults on employee benefit plans. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Nicholas Fabiano is a financial advisor with LPL Enterprise and holds the Series 66 designation. He has recently started his career in the industry, with prior experience at Seamless AI, Rehmann, and Fabiano Brothers Inc. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model wealth portfolios and third-party asset management programs through an integrated platform.

Annmarie Mikolajczak is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has been with LPL Financial and its predecessor entities since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Austin Liedel is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 credential and one year of industry experience. His work history includes roles at LPL Enterprise, Herbert Financial Group, and Michigan State University. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, access to model portfolios, third-party asset management arrangements, and brokerage and insurance products through an integrated platform.