Joshua Bush is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Bush is the owner of two real estate-related businesses, Arbusto Amadeo LLC and Honeybee Investments LLC, both located in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Alati is a financial advisor with LPL Financial in Washington Township, MI. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining LPL Financial, he worked at Plante Moran for five years. 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 provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Travis Smith is a CFP® with 17 years of industry experience, currently serving at Raymond James Financial. He has worked with Raymond James Financial Services since 2008 and holds a Series 63 designation. In addition to his advisory role, he is operations manager and co-branch manager at JLS Financial Services. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports both individual and institutional investing through a broad advisor network.

Barry Jones is a financial advisor with Equitable Advisors in Davison, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory work, Jones serves as a varsity volleyball coach for Lapeer Community Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

Matthew Lively is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. He has worked at Ameriprise since 2019 and also has experience with Beatty, Betts & Associates. Outside of finance, he owns MattLively Media and freelances for broadcast productions on occasion. Ameriprise is an institutional firm serving clients primarily through retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations in partnership with its financial advisors.

Shane Heddy is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. He has previously worked at firms including Osaic Wealth, West Financial Planning, and Legacy Financial Group. Outside of his advisory work, he owns a woodworking business selling furniture online and co-creates and publishes music. 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 a broad range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios and research from multiple sources.

Andrew Hunter is a financial advisor with Edward Jones in Oxford, Michigan. He holds the CFP® designation, along with Series 63 and Series 66 licenses, and has 28 years of industry experience. Hunter has been with Edward Jones since 1997. Outside of his advisory role, he manages a real estate business, Venatrix LLC, in Oxford. Edward Jones is a wealth management firm serving individual and institutional clients through a network of more than 23,700 financial advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard while providing services such as tax-efficient investing and securities-based lending.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

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.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Timothy Tenbusch II is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2014. Outside of finance, he owns and operates Tenbusch Construction and Equipment Leasing LLC, which focuses on home construction and equipment rental. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Michael Salah is a financial advisor with Fidelity Investments, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Mutual of America Securities LLC, Mutual of America Life Insurance Company, Citizens Securities, Inc., Spc, and Sigma Financial Corporation. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad client base including charitable funds and registered investment companies.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Birch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at JP Morgan Securities LLC from 2015 to 2020. In addition to his advisory role, he is involved in tax preparation services through Capstone Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and portfolio management options supported by proprietary and third-party research.

Mark Bachman is a financial advisor with Edward Jones in Lapeer, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward Jones since 1988. Bachman serves as a board member for Lapeer County Community Mental Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Anthony Righi is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Spc and Sigma Financial Corporation. He is also actively involved as a voting board member at Austin Catholic High School and plays guitar for his church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors with financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies across multiple platform arrangements, providing discretionary and non-discretionary investment solutions tailored to client objectives.

Michael Campbell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2011 and has been with JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Christine Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked with LPL Financial since 2016. 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 range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.