Daniel Bolivar is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, Merrill, and Axa Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multi-manager and fund-of-funds structures, and is notable for its use of systematic methodologies and AI in portfolio management.

Danielle Holmes is a financial advisor with LPL Financial in Canton, MI, holding the Series 63 and Series 66 designations and bringing 17 years of industry experience. In addition to her advisory role, she has worked as a certified group fitness instructor at LifeTime Fitness since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a diverse array of non-advisory financial activities.

Ryan May is a financial advisor with Edward Jones in Ann Arbor, MI, holding Series 63 and Series 66 credentials and 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

John Rowan is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior work includes roles at HSBC Securities (USA) Inc. and Chase Investment Services Corp. before joining Ameriprise in 2008. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, tax-aware retirement income planning through written Recommendation Reports and ongoing advice.

Jason Nymark is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Robert McMahon III is a CFP® certificant with 13 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously held roles at DFCU Financial, CUSO Financial Services, and several other firms. McMahon operates out of Novi, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services.

Andrew Baldwin is a financial advisor with LPL Financial in Northville, MI, holding the Series 66 designation and nine years of industry experience. He previously worked at Voya Financial Advisors and has operated Baldwin Capital Management for ten years. Outside of his advisory work, Baldwin is involved with Fora Travel, a home-based non-investment related business. LPL Financial provides advisory and brokerage services through a large network of investment adviser representatives, serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by various advisor tools and a broad platform of non-advisory financial services.

Michael King is a CFP® professional with 34 years of experience in the financial services industry. He is currently with LPL Financial and previously worked for Ameriprise Financial Services in various capacities from 2009 to 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Reichell Ray is a financial advisor at Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Ray has been with Morgan Stanley since 2017, following four years at PNC Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Anthony Atrasz is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with LPL Financial, having joined in 2023, and has previously worked at Mariner Wealth Advisors, Mainstay Capital Management, Fidelity, and Ferris, Baker Watts. In addition to his advisory role, he has outside employment with Corewell Health and Schoolcraft College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools to aid advisors.

Derek Ross is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at LPL Financial since 2022 and previously spent over 17 years with Cambridge Investment Research Advisors. Outside of finance, he serves as a part-time shipping director for Fluff & Tuff. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of advisors with model portfolios, third-party asset management, and institutional platforms, managing over $819 billion in discretionary assets.

William Douglas is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with various Fidelity entities since 2013, including Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Lindsay Corneille is a CFP® professional at Raymond James Financial with 19 years of industry experience. She has worked at Raymond James since 2018 and held prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Corneille is the owner of Family Legacy Wealth Partners, a support company based in Plymouth, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports institutional consulting and portfolio management through a large advisor network.

Rebecca Gucwa is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2008. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Mario Koje is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Angle Advisors and Brown, Gibbons, Lang & Company Securities, Inc. Koje is also employed as an associate at Arcadia Capital in Saline, Michigan. 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 institutions. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to align with client goals, and it offers a range of advisory programs and specialized services.

Sherrie Webb Zucker is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Justin Maidlow is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab, TD Ameritrade, and Premier Financial Planning. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tyler Webb is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Merrill and Bank of America since 2018 and was previously with Scottrade from 2016 to 2018. 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 institutions.

Thomas Ogar is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America since 2009. Previously, he operated a manufacturing consulting business servicing a contract with Borg Warner Automotive. Merrill, along 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Terence Reed is a CFP® professional affiliated with Cetera, bringing 45 years of industry experience. He has worked with multiple firms including Avantax and currently serves as a partner at Making Investing Personal, LLC and is involved with the Center for Tax Planning, coordinating tax services for clients. Reed also acts as co-trustee of a family trust, handling beneficiary fund requests and tax preparation matters. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services with discretionary and non-discretionary programs, supporting access to affiliated and third-party investment managers.