Adam Schroeder is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at General Motors and Demetrike Wells-O'Brien State Farm. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies.

Jeffrey Radford is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2013. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written Recommendation Reports, emphasizing assets held in Ameriprise Managed Accounts and integrating algorithmic automation overseen by a specialized committee.

Brandon Ford is a financial advisor at Fidelity with four years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022, following four years at Wintrust Financial. Prior to his financial career, he held various roles including at Rumbi Island Grill and Hillcrest High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with formal advisory roles for multiple registered investment companies.

Julie Shaw is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Michael Ceaser is a CFP® with 19 years of industry experience, currently advising at Cetera. He has been affiliated with Cetera Advisors LLC since 2013. In addition to his advisory role, he is involved in fixed insurance sales, including life and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Laura Voigt is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Mass Mutual Investors Services since 2017, following two years at MetLife Securities Inc. and ongoing affiliation with MassMutual Life Insurance Co since 2016. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without investment discretion.

Shannon Mc Kee is a financial advisor at LPL Financial in Ann Arbor, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining LPL Financial in 2025, Mc Kee worked at DFCU Financial and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management, supported by research and model portfolios.

Capri Pointer is a financial advisor at Merrill with one year of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, with prior experience at Bank of America, Costco Warehouse, and the Bureau of Workers Compensation. Merrill, along 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, pension plans, corporations, and charitable organizations.

Paul Mcmillin is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has worked at Ambassador Advisors, LLC and Hopper-McMillin, where he has been involved since 2009. Outside of securities, he is active as an insurance producer with M & O Marketing. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of advisors and multiple platforms. The firm offers integrated brokerage and advisory services emphasizing asset allocation, risk assessment, and portfolio management across a broad range of investment types.

Scott Tousa is a financial advisor with Edward Jones in Ann Arbor, MI, holding a CFP® designation and Series 63 and 66 licenses. He has 19 years of industry experience, including eight years at Invesco Distributors, Inc., before joining Edward Jones in 2019. Outside of his advisory work, he and his wife manage a rental property in Ypsilanti, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment solutions alongside affiliated mutual funds and specialized services.

Ryan Young is a financial advisor with Edward Jones in Plymouth, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Hope College for two years and spent nine years in full-time education. Edward Jones is a full-service wealth management firm serving 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 a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ryan Murphy is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017. Prior to that, he was with PNC Investments and PNC Bank from 2014 to 2017. 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.

Nandini Sherry is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has been with Ameriprise since 2016, initially at Ameriprise Financial Services, Inc., and continuing at Ameriprise Financial Services, LLC since 2020. Outside of her advisory role, she serves on the Board of Directors for Sunny Days of Youth. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning advice through a written Recommendation Report and ongoing support, focusing on dependable income sources and tax-aware withdrawal strategies.

Andrew Mortenson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Outside of his advisory role, Mortenson serves as treasurer on the leadership board of St. John's Lutheran Church, involved in financial oversight and strategic direction for the church and its affiliated school. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based financial planning across a range of topics. The firm separates its planning services from managed-account programs and emphasizes periodic reviews and advisor-delivered updates without discretionary trading authority.

Christopher Mizzi is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on helping clients develop comprehensive wealth plans that address their expenses, income, objectives, risk, and risk tolerance. He assists in implementing these plans by analyzing market conditions, investments, and related data to create strategies aimed at meeting clients' long-term financial goals. He holds a Bachelor's Degree from Arizona State University and a Master's Degree from the University of Detroit. Christopher has earned the professional designations of Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). In addition to his professional work, he participates in community service through volunteer efforts with local organizations.

Scott Vermillion is a financial advisor with LPL Financial in Novi, Michigan, holding the Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at DFCU Financial Federal Credit Union since 2002 and was previously with CUSO Financial Services, L.P. Additionally, he is involved in DFCU Financial Partners, a business related to his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, and corporations through a national network of investment adviser representatives. The firm offers diverse advisory programs and combines proprietary research with third-party strategies across discretionary and non-discretionary management.

Timothy A. Shelton is a financial advisor with UBS Financial Services, holding a Series 66 designation and 23 years of industry experience. He has been with UBS Financial Services since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through 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 leverages proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Daniel Bulgozdy is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. 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 applying an ESG eligibility framework in its recommendations.

Mark Rhodes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies tailored to their unique goals and changing market conditions. Drawing on the investment insights of Merrill and the banking and lending solutions provided by Bank of America, he aims to support clients in pursuing their long-term financial objectives through comprehensive wealth management. Mark holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from the University of Michigan. In addition to his advisory role, he actively participates in community service, volunteering with local organizations in line with Merrill’s tradition of community involvement.

Andrew Mussen is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Sigma Planning Corporation and Sigma Financial Corporation from 2016 to 2023. His current activities focus entirely on his role at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, 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 and retirement plan consulting, with access to research from LPL Research and third-party subadvisors.