Brandon Harris is a financial advisor with Edward Jones in Livonia, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he served in the US Army for 22 years. Outside of his advisory role, he has been involved in several business ventures, including a minority ownership in a pizza franchise, acting as a trustee for a family-owned shirt company, and assisting with a digital application company owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a broad network of financial advisors and branch offices across the United States.

Jill Tiell is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Jacobs is a financial advisor with Charles Schwab in Ann Arbor, MI, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes multiple roles within Charles Schwab entities since 2018 and prior experience at LPL Financial, Honeywell, and Morningstar Investment Services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary SMA products and employs a multi-asset model portfolio approach supported by in-house research and a formal alternative investment review process.

John Cochran is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2022. In this role, he assists clients in determining financially possible strategies and aligning efficient, objective plans to help them work toward their financial goals throughout their lives. Prior to his current role, he served as a Financial Consultant at Fidelity Investments from 2012 to 2022. John's professional experience centers on wealth planning and financial consulting, providing him with a comprehensive understanding of client needs and investment strategies. His approach emphasizes perspective and experience to deliver tailored financial solutions. Outside of his professional responsibilities, John has personal interests that include golf, hiking, military service, outdoor adventures, and skiing.

Mark Schneider is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

John Dulude is a financial advisor at LPL Financial with 14 years of industry experience. He previously worked for Crown Capital Securities, LP for 13 years before joining LPL Financial in 2024. Outside of advising, he is involved in tax preparation and accounting, and holds a role providing non-variable insurance services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michele Dimovski is a Series 66-licensed financial advisor with UBS Financial Services in Plymouth, MI, where she has worked since 2007, totaling 17 years of industry experience. Outside of her advisory role, she has engaged in food delivery as a side job. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings.

Richard Hart is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. He is also involved in managing A2 Business LLC, a payroll service unrelated to investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Derek Du Bois is a financial advisor with Raymond James Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Smith and Associates: Ameriprise Financial and a period at Michigan State University. He is also involved as an advisor in training with Center Street Wealth Strategies. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Angela Stanley is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2011, progressing through positions including Financial Consultant and Senior Relationship Manager. Prior to joining Fidelity, she worked as a Wealth Management Assistant at Affinity Wealth Solutions from 2010 to 2011. Angela focuses on helping clients improve their relationship with wealth management and Fidelity. She emphasizes the importance of having a financial plan and executing it to help clients maintain control and work towards their goals despite external uncertainties. Outside of her professional work, Angela's personal interests include camping, cooking and baking, fitness, gardening, parenthood, and traveling.

Alicia Mc Govern is a Series 66-licensed financial advisor with Edward Jones in Belleville, MI, where she has worked since 2007, totaling 18 years of industry experience. Outside of her advisory role, she is president of Womens Wealth and Wellness, a nonprofit focused on women’s education and health initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a network of approximately 23,701 financial advisors nationwide.

Brian Dover is a CFP® professional with 25 years of experience in the financial industry. He has worked at Edward Jones since 2020 and was previously with Raymond James & Associates for 11 years. Dover holds Series 63 and Series 65 licenses and is based in Plymouth, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Robert Coates is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1993. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Bergen is a Senior Financial Advisor at Merrill Lynch Wealth Management in Ann Arbor, MI. He specializes in wealth management strategies tailored to individual client goals, working closely with clients one-on-one to develop personalized financial plans. His areas of expertise include college education planning, executive compensation, family wealth management, legacy planning, philanthropic planning, tax minimization, and retirement income. Christopher holds a Bachelor's Degree from The College of New Jersey and has earned the Certified Financial Planner (CFP) designation as well as Personal Investment Advisor (PIA) credentials. He operates within the Merrill Lynch tradition of community involvement and actively volunteers with organizations such as the Ann Arbor Area Community Foundation, Jewish Family Services of Washtenaw County, SOS Community Services, and Unified - HIV Health & Beyond. Outside of his professional activities, Christopher enjoys biking, boating, cooking, dancing, hiking, music, photography, skiing, spending time with his family, and watching movies.

Scott Baldwin is a financial advisor with LPL Financial based in Northville, MI, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at Voya Financial Advisors. Baldwin has operated Baldwin Capital Management, Inc. since 1996 and is involved with Baldwin Capital Tax Services, LLC, providing tax preparation and accounting services. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven strategies.

Benjamin Griffith is a CFP®-designated financial advisor with 40 years of industry experience, currently with Raymond James Financial in Ann Arbor, MI. He has worked with Raymond James since 2010 and previously operated his own firm, Ben Griffith Financial Services, from 2017 to 2023. Outside of his advisory role, he is the CEO of Bison Wealth Planners, a support company. 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, providing tailored advice supported by firm research and a broad affiliate network.

Joann Blake is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Cetera. Her prior roles include long-term positions with Avantax Advisory Services and Radabaugh Financial Services. She is treasurer/comptroller for a nonprofit organization, Boys and Girls Bible Clubs. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that supports over 10,000 advisors and manages more than $256 billion in assets. The firm offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with discretionary and non-discretionary program options.

Matthew Bocketti is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and previously worked at Quicken Loans and UBS. Outside of his advisory work, he coaches a local youth baseball team in Farmington Hills, Michigan. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.

Timothy Mistry is a financial advisor with UBS Financial Services in Plymouth, MI, holding a Series 66 designation and 24 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients with 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.

Phillip Desantis is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2019. Prior to joining LPL, he worked at Hantz Financial Services from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including 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, and utilizes research from LPL Research and third-party subadvisors.