Matthew Rockwood is a financial advisor with Edward Jones in Saline, Michigan, holding a Series 66 credential and eight years of industry experience. His work history includes roles at Edward Jones since 2018, as well as brief positions at Fleetilla, MuHu, and Azuga. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Matthew Lockwood is a financial advisor with J.P. Morgan Securities in Ann Arbor, MI. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, all with J.P. Morgan-related entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paolo Giannandrea is a financial advisor at Charles Schwab with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Charles Schwab, Paolo worked at Fifth Third Securities and Fifth Third Bank, N.A., and has experience in property development with Stone Hollow Properties and Development. He also has a background in education and worked at The State News. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by a large-scale, integrated operational structure.

Kyle Kuykendall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, Kuykendall was involved with Triple Threat Bets, LLC and NVIP, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Krista Ondayko is a financial advisor at UBS Financial Services in Plymouth, MI, with 5 years of industry experience and a Series 66 designation. She has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets activities.

Sherry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

David Kreske is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Telemus Investment Management, LLC for one year. He also serves as a power of attorney for his parents in investment-related matters. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Wendi Diacono is a financial advisor with LPL Financial in Livonia, MI, holding a Series 66 designation and 25 years of industry experience. She has worked with LPL Financial since 2010, with additional experience at Cetera Advisor Networks and Cetera Wealth Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives.

Daniel Lyczak is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Bank of America, Merrill, Banc of America Investment Services, Inc., and LaSalle Financial Services, Inc. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients' goals and risk profiles.

Frank Mirabella III is a financial advisor at Robert Baird & Co. in Ann Arbor, MI, holding Series 63 and Series 65 licenses with 48 years of industry experience. He has worked at Robert W. Baird since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of managed account strategies and internal research with advanced tools such as artificial intelligence.

Caroline Andrews is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and seven years of industry experience. She previously worked at The Alinea Group LLC for five years before joining Raymond James in 2019. Andrews is also an officer and treasurer of Legacy Financial, a support company in Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses various analytical tools to support client goals, with additional capabilities in municipal and public finance advisory services.

Joanne Hardin is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and totaling 21 years of industry experience. She has worked across various Ameriprise entities since 2010. There are no notable outside activities reported. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on retirement income, tax-aware withdrawals, and Social Security strategies.

Anthony Bellore is a Series 66 licensed financial advisor with six years of industry experience. He has been with UBS Financial Services since 2019 and previously worked at PNC Bank and UBS. From 2014 to 2018, he was associated with Barton Hills Country Club. UBS Financial Services serves individual, corporate, and institutional clients by providing a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Nathaniel Bernos is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory 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.

Daniel Kaminski is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their motivations and financial goals, utilizing the firm's Personal Wealth Analysis platform to assist in areas such as portfolio management, lending, estate planning, alternative investments, and banking. Since joining his current team in 2023, Daniel has collaborated with colleagues to help clients evaluate their financial standing and develop strategies tailored to their objectives. Daniel began his career in 2016 with The Hantz Group in Southfield. He holds a Bachelor's degree in Business and Organizations from the Gerstacker Business Institute at Albion College, where he also participated as a midfield player on the lacrosse team. His professional expertise includes college education planning, family wealth management strategies, retirement income planning, tax minimization, and small business strategies. Outside of his professional role, Daniel enjoys various recreational activities including golfing, skiing, boating, and fishing with his wife, Margaret. They reside near Ann Arbor and spend time at their family's home on Lake St. Clair.

Vahik Rostamloo is a financial advisor at UBS Financial Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through a wide range of platforms and proprietary research.

Thomas Baughman is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James Financial since 2000. He is also associated with Northwood Capital, a support company he owns that manages his independent contractor income. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary consulting using analytical tools and supports advisory programs across a large network.

Karen Heddle is a financial advisor with Edward Jones in Ann Arbor, MI, holding a Series 66 designation and 17 years of industry experience. Her career includes multiple tenures at Edward Jones, as well as positions at Fifth Third Securities and LPL Financial LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.