Edward Walterhouse is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Walterhouse serves on the Finance Committee of Our Lady of Lebanon Church. Ameriprise provides a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Samikka Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She is recognized as a Personal Investment Advisor (PIA) and focuses on creating customized financial plans designed to grow with her clients. Her expertise includes areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Managing New Wealth, Personal Retirement Planning, Special Needs Planning Strategies, Women and Wealth, Sports & Entertainment, and both Individual and Corporate Investment Strategy. Ms. Cannon holds a High School Diploma/GED from Pontiac Northern High School and an Associate's Degree from Oakland Community College. She is actively involved in professional and community organizations, including Moms To Moms and Trinity Church. Her community involvement extends to contributions with the American Red Cross and Habitat for Humanity. Beyond her professional work, Samikka is a dedicated wife and mother of four. She enjoys activities such as baseball, basketball, boating, camping, football, golfing, hiking, music, reading, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families to create strategies that pursue their financial goals.

Sarah Grosch is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 credentials and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis, recommending funds and strategies approved through its internal review processes.

Ryan Coryell is a Series 66-licensed financial advisor with J.P. Morgan Securities, where he has worked since 2012. He has 24 years of industry experience, including a long tenure at JPMorgan Chase Bank, N.A. since 2003. 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 advisory services alongside affiliated brokerage and investment management capabilities.

Michael Kohler is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked at LPL Financial since 2024 and previously spent over a decade with Cetera Advisor Networks LLC. He is also involved with Genisys Credit Union, where he has served since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Joseph Tenbusch is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Patrick Hillman is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Jackson National Life Distributors. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Wroblewski is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers under W&R Insurance Agencies for 14 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and a range of model portfolios supported by internal and third-party research.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. 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 the Wells Fargo Investment Institute and third-party databases.

Duncan Maceachern is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Centaurus Financial, Inc. for 17 years before joining LPL Financial in 2021. 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 provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Sehra Elyas is a financial advisor at Fidelity with Series 65 and Series 63 credentials and three years of industry experience. She has worked previously at United Wholesale Mortgage, Quicken Loans - Rocket Auto, Chemical Bank, Capital Michigan, and Remax Crown Properties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and offers both discretionary and non-discretionary advisory services.

Morgan Wolfe is a financial advisor at Morgan Stanley with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously worked at Central Michigan University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Delmastro is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory role, Delmastro is involved in volunteer firefighting in Troy and organizes social events for young professionals through a local networking group. He also performs piano at public events as a small business owner. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, offering detailed recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored retirement planning, emphasizing Ameriprise-managed accounts and utilizing algorithmic tools overseen by an internal committee.

Pamela Wright is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009. Prior to that, she was with Citigroup Global Markets starting in 1994. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and offers a range of retail and institutional investment solutions.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Richard Cech Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various capacities including providing certified public accounting services through his sole proprietorship. His career includes roles at FSC Securities Corporation and his own CPA practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and uses tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

John Wagner is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2016. Wagner is also an independent contractor financial advisor with Ballard Wealth Group. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals using various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.