Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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, pension and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His career includes roles at Securities America Advisors, Inc. and Securities America, Inc., along with long-term involvement in insurance through Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. He continues to own interests in these insurance and financial services businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by research, model portfolios, and various technology-driven solutions.

Makram Talia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He was previously with UBS Financial Services for 15 years before joining Raymond James in 2026. Outside of his advisory role, he has been involved as an investor and partner in a real estate venture. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Pizzo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Bank of America and Merrill since 2003. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Melissa Marrero is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Bank One since 1997 and has been with J.P. Morgan Securities since 2012, including a role at JPMorgan Chase Bank, N.A. since 2022. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Calvin George is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at Georgetown Wholesale LLC, where he was the sole proprietor and handled bookkeeping for a wholesale business selling items on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

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.

Linda Laprad is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Raymond James since 1999, serving in various capacities within the firm for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains distinctive programs such as municipal and public-finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

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.

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.

Michael Mcclintock is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at VOYA Financial Advisors for seven years. Mcclintock is also involved with Nova Retirement and Wealth Solutions, a DBA related to his LPL business activities. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Patrick Duerr Jr. is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.