Glen Milligan Jr. is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, he worked at Ameriprise Financial Services, Inc. for eight years. He also acts in a fiduciary capacity in various roles such as trustee and personal representative. 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, institutional clients, and municipalities—and offers tailored financial planning and investment consulting through its Wealth Advisory Services Program.

Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Stephanie Kennedy is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank beginning in 2003. J.P. Morgan Securities 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 large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Gabriel Barish is a financial advisor with LPL Financial and holds the Series 66 designation. He has two years of industry experience, including prior roles at The Investment Center, Inc. and work unrelated to finance before entering the advisory field. Barish is also involved in tax preparation and accounting through Rosen & Assoc. PC and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs and financial planning services supported by both proprietary research and third-party resources.

Albert Sharp II is a financial advisor with Ameriprise in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he owns and operates a motel and apartment business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gregory Spinazze is a financial advisor with Equitable Advisors in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked with Equitable Advisors since 2008 and was formerly with Axa Advisors, LLC. Outside of his advisory role, he serves as Executive Board Chair for Vista Maria and is the owner and president of BRI of Michigan, Inc., which provides group and medical insurance. Equitable Advisors serves a diverse clientele including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, with a delivery model that relies significantly on LPL-sponsored programs and endorsed third-party managers.

Scott Davis is a CFP® professional with 32 years of industry experience, currently affiliated with OSAIC. He previously worked at Signator Investors, Inc. for 22 years before joining Royal Alliance Associates, Inc. He also serves as president of the Greenfield Pointe Homeowner's Association, where he manages meeting agendas and assists with financial monitoring. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and various advisory platforms.

David Vanderhovel is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously spent 15 years at Royal Alliance Associates, Inc. In addition to his advisory role, Vanderhovel serves as president of Vanderhovel & Associates, a tax preparation and accounting firm where he is an enrolled agent. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Angelo Leslie is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at Gries Financial Partners, Planning Alternatives Ltd., PNC Bank, and Comerica Bank. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

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.

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.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Matt Breznau is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the priorities of his clients and their families, utilizing Fidelity's resources and financial planning tools to develop personalized financial plans. Prior to joining Fidelity, Matt worked as a Financial Solutions Advisor at Bank of America-Merrill Edge from 2017 to 2021. Before that, he was an Investment Consultant at Scottrade from 2014 to 2017.

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.

Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Oscar Ford is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Prudential and Thrivent Financial. Outside of his advisory role, Ford is a board member of the nonprofit BuildOn Detroit and owns StratSo Solutions LLC, a light manufacturing outsourcing company. 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 an ESG eligibility framework to guide recommendations.

Tamara Ciesinski is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Betty Napier is a financial advisor at Raymond James & Associates with 41 years of industry experience. She holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2009. Raymond James & Associates, Inc. is a large 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, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research.