Sean Wallace is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity Investments since 2015, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative II. Prior to Fidelity, he worked as a Registered Service Associate at Raymond James from 2012 to 2015. In his current role, Sean focuses on empowering clients to pursue their financial goals by providing clear guidance tailored to individual circumstances. He works to help clients navigate industry terminology and develop personalized financial plans designed to address various personal and market events. Outside of his professional work, Sean's personal interests include biking, board games, gardening, movies, parenthood, and traveling.

Matthew Ostach is a financial advisor at Edward Jones in Plymouth, MI, with eight years of industry experience. He holds a Series 66 designation and previously worked at Chemtool and operated Ostach Enterprises LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages a broad range of advisory programs and invests approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Kevin Ackroyd is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized financial strategies tailored to his clients' unique goals and changing market conditions. His client focus areas include college education planning, executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. Kevin holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from Spring Arbor University. Committed to serving his community, he actively volunteers with local organizations. Outside of work, Kevin enjoys baseball, football, hiking, skiing, and volleyball.

Jason Wirgau is a financial advisor with Edward Jones in Canton, MI. He holds the Series 66 designation and has three years of industry experience. Prior to joining Edward Jones in 2022, he worked for eight years at Audacy (WWJ Newsradio 950). 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 advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.

Nicole Phifer is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. Her prior roles include positions at Fifth Third Securities and Fifth Third Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a quantitative and fundamental research-based approach to portfolio construction and oversight.

Rex Stanczak is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Stifel Nicolaus & Co. Inc. for 21 years before joining Wells Fargo in 2026. Outside of his advisory role, he serves as the head basketball coach at Father Gabriel Richard High School. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Nancy Pashnik is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has worked at LPL Financial since 2014 and has also been affiliated with the Bank of Ann Arbor since 2010. Pashnik serves as a successor trustee for a family living trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, incorporating both proprietary and third-party strategies, supported by extensive operational and research tools.

Amanda Progar is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation. She has one year of experience in the industry, including previous work at First Midwest Advisors, LLC. Prior to her advisory roles, she was employed in educational and senior living settings. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning and ongoing advice based on proprietary research and third-party data.

Craig Shipman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including TIAA-CREF and Merrill, and has been affiliated with DFCU Financial and Cuso Financial Services since 2011. 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 portfolios, third-party asset management, and institutional platforms.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 credentials and bringing 24 years of industry experience. She has been with Ameriprise and its related entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Peisy Sulimin is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Sulimin worked at Solamanasye Grasia, where they owned a company focused on educating the community about healthy plant-based protein through workshops. Sulimin holds a Series 66 credential and has held positions at several financial institutions, including Fifth Third Bank and Morgan Stanley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm’s approach emphasizes holistic, goal-based planning and separates planning services from managed-account programs.

Kylee Mohammed is a Series 66 licensed financial advisor with Ameriprise in Ann Arbor, Michigan, where she has worked for 12 years since 2014. Her entire industry experience is with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Joelle Emery is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at McLaren Wealth Strategies and Raymond James Financial Services, Inc., and has coached weightlifting since 2014. She is an independent contractor coach at Lily Weightlifting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains unique affiliations to support municipal and public finance work.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Chris Short is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 credential with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Tenneco and operated agricultural businesses, including ownership and management roles at Short Farm and Winters Farm LLC. He is also involved in property management through Sky Harbor Bay LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary 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 branch offices.

Matthew Rockwood is a financial advisor with Edward Jones in Saline, Michigan, holding a Series 66 credential and eight years of industry experience. His work history includes roles at Edward Jones since 2018, as well as brief positions at Fleetilla, MuHu, and Azuga. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates centralized due diligence and may include an ESG eligibility framework, leveraging affiliates for implementation and portfolio services.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. 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, third-party asset management, and institutional platforms.