Jacob Prince is a financial advisor with Fidelity Investments in Belleville, MI, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior roles at Axtella and Bas Rouge. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Brian Schrag is a CFP® professional with 35 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2010 to 2016. He is based in Ann Arbor, MI, and holds Series 63 and Series 66 licenses. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Javier Cuadrado Lopez is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he worked in educational roles at various institutions including Oakland Community College and multiple schools in Michigan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory options with banking and other financial products.

Evan Bloom is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation. He has prior experience at Plante & Moran PLLC, Hantz Tax & Business, and Doeren Mayhew & Co., P.C. before joining Edward Jones in 2025. 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, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Justin Rush is a CFP® and holds a Series 66 license, currently affiliated with Raymond James Financial Services Advisors, Inc. He has four years of industry experience, including prior roles at The Nemes Rush Group, LLC and J. Alden Associates, Inc. Outside of his advisory work, Rush serves as an advisor and board member for two nonprofits: the Student Advocacy Center and Foundations Preschool of Washtenaw County. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and a broad affiliate network.

Matthew Parker is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Noodle Partners, PBC and Michigan Medicine in roles outside the financial advisory field. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, tax-efficient services, and access to affiliated mutual funds and separately managed accounts.

Roman Kisz is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Dymatize Enterprises, Slammin Salmon Inc, and TK Engineered Plastics. 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 customized retirement income planning through written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeremy Witkowski is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JP Morgan Chase Bank, N.A. since 2014. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Joseph Morales is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Comerica Bank and United Mortgage Lending. Outside of finance, he is involved with Zagoda Olive Oil LLC, an entrepreneurial venture he has been part of since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, model portfolio wrap programs, third-party asset management arrangements, and access to brokerage and insurance products through its integrated advisory and sales platform.

James Periord Jr. is a CFP® and Series 63-registered financial advisor with Ameriprise, based in Saline, MI. He has 40 years of industry experience, including over 20 years with Ameriprise and its affiliated entities. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations on income sources and withdrawal strategies.

Kevin Markey is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Listrak, Graham Media Group, and Valassis. In addition to his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, managing over $256 billion in assets and supporting more than 10,000 advisors nationwide.

Daniel Welch is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory and investment businesses since the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Kevin Lyons is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has previously worked at Foguth Financial Group, J.W. Cole Financial, and Equitable Advisors, LLC. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, emphasizing a non-discretionary investment approach supported by a comprehensive affiliate network.

Brandon Thomas is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley and Hantz Group, as well as experience with The Website Marketing Group and Hoover & Associates. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm offers a range of model-based and discretionary investment strategies integrated into Bank of America’s broader platform.

Sean Mueller is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Northwestern Mutual in various capacities from 2014 to 2024, including wealth management and investment services roles. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with sales of financial products and lending solutions.

Tinamarie Stock is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios, retirement plan consulting, and brokerage services, supported by LPL Research and third-party subadvisors.

Mary Huff Earnest is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized financial strategies that align with their long-term goals. Mary draws on investment insights from Merrill and banking solutions from Bank of America to create flexible wealth management approaches tailored to changing market conditions. Her areas of expertise include college education planning, divorce transition planning, family wealth management, legacy and LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, and individual and corporate investment strategies. Mary holds a Bachelor's Degree from Eastern Michigan University and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Mary participates actively in community volunteering, reflecting the tradition at Merrill of serving the communities where they work. Outside of her professional responsibilities, she enjoys golfing, music, and traveling.

Delmer Watson is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Wells Fargo Clearing, Swiss Colony, Client Services Incorporated, and Unigroup. Outside of his advisory work, he has worked as a driver for Uber and Lyft and has experience in customer service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services. The firm provides tailored recommendations using proprietary research and tools, with clients choosing how to implement advice through brokerage or advisory programs.

Matthew Woryn is a financial advisor with Edelman Financial Engines in Northville, MI, holding Series 65 and Series 63 licenses and having 15 years of industry experience. He has worked with Financial Engines Advisors L.L.C. since 2016 and previously at Tmfs Advisors, LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Nicholas Sarnacki is a financial advisor with Cetera and holds Series 63 and Series 65 designations. He has 19 years of industry experience, including over a decade at PNC Investments prior to joining Cetera in 2025. In addition to his role at Cetera, he is involved with Horizon Advisers, where he provides financial services and advice as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program platforms and manager options, and manages over $256 billion in assets.