Abdalhakim Khirfan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Securities America, Inc. and Questar Capital Corporation. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from various sources.

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Jake Earnhart is a financial advisor at Raymond James & Associates with three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Chief Financial Credit Union. He serves as a sergeant in the U.S. Army Reserves. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Gary Fisher is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Oak Point Financial Group, Inc. from 2010 to 2017. Outside of his advisory role, Fisher is an author of several marketing and motivational books and occasionally teaches business and economics as an adjunct faculty member at Olivet College. He also contributes articles on automotive and local history to a local newspaper and operates a publishing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various investment strategies.

William Gieselman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2007. 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 that includes individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle Loney is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill from 2014 to 2022 before joining Raymond James & Associates, where she has been since 2022. 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 broad client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brock Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its private bank since 2017, with earlier experience at TIAA-CREF. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as corporate agreements.

Jared Whittey is a financial advisor with LPL Financial in Swartz Creek, MI, holding a Series 66 credential and 26 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Brian Birchmeier is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and seven years of industry experience. He has previously worked at Cetera Advisors and Primerica, and is also involved with Aero Retirement Options LLC and GBN LLC. In addition to his advisory work, he is an author. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and consulting services, including both discretionary and non-discretionary management supported by in-house and third-party research.

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and providing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Stonebridge Office Park Condo Association and is involved in consulting for a food and beverage services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a notary public and acts as a personal representative for her domestic partner's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Stevi Edmunds is a financial advisor at Merrill Lynch Wealth Management specializing in personal retirement planning, family wealth management strategies, legacy planning, education planning, and retirement income. She is dedicated to helping individuals, families, and businesses achieve their financial goals through a client-centric approach that focuses on creating personalized wealth management strategies. Her expertise includes investment planning, tax-efficient strategies, and risk management. Stevi holds a Bachelor's Degree from Franklin College and maintains professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER® (CFP), and Personal Investment Advisor (PIA). She emphasizes building long-term relationships based on trust and integrity, tailoring financial plans to each client's unique perspectives and priorities. As a Merrill advisor, she aims to connect all aspects of her clients’ financial lives to help prioritize and pursue their most important goals. Beyond her professional work, Stevi is involved with Rotary and enjoys boating, fishing, and spending time with her family.

David Kelly is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Kelly serves on the finance and investment committees of two nonprofit organizations, Catholic Charities of Shiawassee and Genesee Counties and Friends of the Children—Detroit chapter. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Ryan Ames is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Lauren Demers is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Treasurer of the Grand Blanc Huntsman's Club. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Rebecca Chase is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She began her tenure at Fidelity Investments in 2023 as a Financial Consultant, progressing through roles including Branch Leader until 2025. Rebecca's professional journey includes experience as Vice President and Financial Consultant at Charles Schwab & Co. from 2021 to 2023, as well as senior management roles within Schwab Private Client Investment Advisory and Schwab Advised Solutions between 2018 and 2021. Rebecca's expertise encompasses leadership and financial consulting within prominent investment firms. In her current role, she focuses on team empowerment, collaboration, and driving sustainable growth. Her approach involves embracing challenges, inspiring innovation, and fostering environments where people thrive. Outside of her professional responsibilities, Rebecca has interests in concerts, social events with friends, movies, parenthood, pets, and traveling.

Richard Lewis II is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Airgas USA, LLC for twelve years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Deni Warren is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2012, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Deni worked as an Account Executive at MSCS Financial Services and as a Broker Trainee at Charles Schwab. Throughout her career, Deni has focused on building meaningful relationships with clients to understand their priorities and goals. She works with her team to develop personalized financial plans and advocates for her clients to help navigate challenges, aiming to provide peace of mind for individuals and their families.

Douglas Moeggenborg is a financial advisor with Edward Jones in Chesaning, MI, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and manages a commercial rental property in Chesaning. 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 network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.