Nathan Bond is a financial advisor with Ameriprise holding a Series 66 designation and has one year of industry experience. He has previously worked at Grand Valley State University, Western Golf and Country Club, and Livonia Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jason Coldicott is a financial advisor with Ameriprise in Novi, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entity since 2015. Ameriprise provides a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, emphasizing managed accounts within its platform.

Adam Whitfield is a financial advisor at Edward Jones in Novi, MI, holding a Series 66 designation with seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent six years at Quicken Loans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, providing various advisory strategies and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Paul Benson Jr. is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James & Associates since 1999. 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, charitable organizations, and municipal entities, offering financial planning and advisory services that emphasize tailored, non-discretionary investment consulting supported by extensive research and a variety of portfolio management strategies.

Thomas Tafelski is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with Equitable Advisors since 2005 and previously worked at AXA Advisors, LLC for 15 years. Outside of his advisory role, Tafelski is a certified NFLPA contract advisor and owner of The Detroit Sports Group/Elite Evaluators. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both firm-offered programs and third-party asset managers.

Steven Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank NA since 2008. 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 investment strategies.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional plans, and municipal entities. The firm offers financial planning and consulting services through a variety of portfolio management styles and supports its advisors with extensive research and model management options.

Joshua Larsen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Citizens Securities, Inc. Outside of his advisory work, Larsen serves as a board member for AYSO Region 610 and coaches youth soccer in the Jackson area. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, and acts as an ERISA fiduciary when providing investment recommendations.

Keaton Hirsch is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at firms including TD Ameritrade and Capstone Partners. Hirsch has also been affiliated with Charles Schwab Bank and Charles Schwab since 2018. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Shelby Wilson is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, Wilson worked at JPMorgan Chase and Starbucks, and was affiliated with the University of Michigan. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through a range of investment and planning solutions.

Sarah Murray is a financial advisor at Ameriprise with 33 years of industry experience. She holds the ChFC® and Series 63 designations and has been with Ameriprise and its affiliates since 2005. Murray serves on the finance committee of the Cancer Support Community and is involved in several local business ventures, including leadership roles with Gang of Wolverines, LLC and Murray, McCumons & Associates, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendations and ongoing tax-aware withdrawal strategies tailored to clients approaching or in retirement.

Matthew Van Hekken is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Fidelity Investments, The Huntington Investment Company, and Cetera. He is based in Novi, Michigan. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Jared Weinerman is a financial advisor with Osaic Wealth, Inc. in Southfield, Michigan, holding the ChFC® designation and Series 66 license with eight years of industry experience. He has worked at Osaic since 2025 and previously held roles at Lincoln Financial Advisors Corporation, Shallcross Financial Planning, and Productive Edge, LLC. Outside of Osaic, he is involved with Impact Financial Planning, LLC, where he manages business operations and provides financial planning and investment advisory services. Osaic Wealth, Inc. serves a diverse range of clients including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed-account solutions to construct portfolios across various asset classes.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. 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 under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Grant Hulett is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 designation with nine years of industry experience. His career includes roles at Bank of America and Merrill, and he previously operated Hulett Farm Market & Greenhouse. 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 offerings and utilizing proprietary research and model-based asset allocations.

Jennifer Walker is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 license and 12 years of industry experience. She previously worked at Lee E. Holland, CPA, CFP, and Lee E. Holland & Associates, P.C. outside of her current role. Additionally, Walker provides tax preparation and accounting services through her own businesses and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services supported by a large network of investment adviser representatives and utilizes a variety of portfolio management options including model portfolios and third-party subadvisors.

Ashley Hinson is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Alight Financial Solutions, First Citizen Investor Services, First Citizens Bank, Laubshire Law Firm, and the University of South Carolina. 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 written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Peter Nanasi is a CFP®-certified financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has translated a book titled *Love and Loss: Tales from Hungary* into English and made it available through print-on-demand. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jennifer Kempf is a financial advisor at UBS Financial Services with 19 years of industry experience. She previously worked at Merrill for 16 years before joining UBS in 2025. Kempf holds Series 63 and Series 65 licenses and serves clients from Ann Arbor, Michigan. She is also a trustee of a family trust managing investment decisions for minor beneficiaries. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client strategies.

Kenneth Vernon is a financial advisor with Ameriprise based in Detroit, MI, holding Series 63 and Series 66 licenses and bringing 51 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice supported by algorithmic automation and a centralized consulting team.