Mary Greener is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include positions at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Amanda Kebbe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Emma Goodman is a financial advisor at Thrivent Investment Management with Series 66 credentials and two years of industry experience. Before joining Thrivent, she worked at Comerica Bank for seven years. Outside of her advisory role, she serves as a tabulator for the Michigan Color Guard Circuit, an indoor color guard marching activity. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses across various planning topics. The firm combines planning with managed-account programs under the WealthPlan option while maintaining separate planning and investment services.

Tina Grahl is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked for Charles Schwab and Charles Schwab Bank for nine years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Amy Smith is a financial advisor with Ameriprise Financial Services LLC in Novi, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Ameriprise since 1998. Outside of her advisory role, she owns a business called Legacy Family Office and serves on the finance committee of St. James Catholic Church. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, utilizing a centralized consulting team that delivers data-driven, non-discretionary recommendations. The firm combines research, modeling, and tax-efficiency analysis to support retirement strategies, with a focus on assets managed within Ameriprise accounts.

Aaron Romain is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been a member of the Kulhavi Team since 1998 and serves high net worth individuals and their families. Aaron specializes in portfolio management, retirement planning, Executive Stock Option Plans, and 529 planning, offering a personalized approach tailored to each client's financial objectives. He holds the CERTIFIED FINANCIAL PLANNER® certification, the Chartered Retirement Planning Counselor™ designation, and the Personal Investment Advisor designation. Aaron graduated from the University of Michigan with a bachelor's degree in psychology. Beyond his professional role, he is a member of the organization Legatus and a founding member of 100 Businesses Who Care. Aaron resides in Plymouth with his wife Carla and their three children. His approach to wealth management emphasizes individualized strategies centered on building strong relationships with clients and their families. He is involved in the New Day Foundation for Families.

Kenneth Szczypka is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera since 2021, following prior roles at VOYA Financial Advisors and M&S Financial. He is also a CPA and co-owner of Myler & Szczypka PC, an accounting and tax firm. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Kimete Dalipi is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Mitchell Frazier is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Heather Lindenberg is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her career includes roles at Bank of America, N.A. and Morgan Stanley Smith Barney. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Frank Reid is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at LPL Financial since 2020 and previously spent a decade at First Allied Securities and Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.

Sarah Emery is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations. Emery previously worked at LPL Financial and The State Bank, and she currently owns Emery Financial LLC, which provides financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, model portfolios, and third-party manager selections.

Jonathan Solace is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at UBS since 2020. Prior to joining UBS, he was with Ally Financial from 2015 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Leon Carter is a financial advisor with Ameriprise in Canton, MI, holding a Series 63 designation and 41 years of industry experience. He has been with Ameriprise and its affiliated entities since 1984. Outside of his advisory role, he is involved with A2 Business LLC. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Conan Malmer is a financial advisor at Cambridge Investment Research Advisors with over 32 years of industry experience. He has been with Cambridge since 2009 and has a background that includes work with Integrated Financial Strategies Group and a long-term association with Eastern Michigan University. Malmer serves as a director of the Ypsi Baseball Project, a nonprofit organization focused on maintaining local baseball fields, and is a board member of Corner Health Center, a nonprofit healthcare entity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a large network of independent financial professionals, offering both proprietary and third-party strategies across multiple platform arrangements.

Dan Schuetz is a financial advisor at Wells Fargo Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, John Cabot University, Northwestern Mutual, and Michigan State University. Outside of his advisory role, Dan serves as a referee in an adult recreational hockey league. Wells Fargo Advisors is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, using proprietary research and tools, and integrates advisory services with other financial products and referral channels.

Bruce Berry is a financial advisor with LPL Financial in Novi, Michigan, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior career includes 14 years at Cambridge Investment Research Advisors and ongoing involvement with Berry & Maas Consulting, Inc., a tax and investment-related business he co-founded. He is also associated with Genesis Financial Partners through a DBA arrangement related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Kenneth Oldham is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, he worked at EverNorth Wealth Advisors and Foguth Financial Group. Outside of his financial advisory role, he is involved with Orchard Grove Community Church where he leads a men’s group, teaches, and occasionally performs ceremonies such as weddings and funerals. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Jason Welch is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked with LPL Financial since 2021 and has been involved with WWK Investments, Inc. and WWK Advisors, LLC since 1997 and 2010, respectively. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Keegan Mistry is a financial advisor at UBS Financial Services with nine years of industry experience. He holds the Series 66 designation and has been with UBS since 2014. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor financial plans.