Thomas Julien is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 designations and 15 years of industry experience. His prior roles include positions at Raymond James Financial Services, Inc. and First Financial Strategies. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Jeanette Clinton is a financial advisor with Raymond James & Associates in Wyandotte, MI, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining Raymond James, she worked nearly two decades at Magni Industries and spent a year in homemaking. 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 broad client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Katherine Wolfe is a financial advisor with Fidelity Investments, holding a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at First Veterinary Supply and ReMax. Outside of her advisory role, she works as an independent contractor delivering food for DoorDash and Uber Eats. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios.

Clare Mc Millan is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at EDUStaff and was involved with the Olancho Aid Foundation in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Bryanne Kramer is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in Clawson, MI. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendation reports, primarily for clients with assets managed within Ameriprise.

Madison Campbell is a financial advisor at J.P. Morgan Securities with six years of industry experience. She previously worked at Thrivent Financial and the Office of Public Defender. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Daniel Lezotte is a financial advisor at Ameriprise with 20 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2013. Outside of his advisory work, he serves as a brand ambassador for Plexus Worldwide, marketing nutritional supplements. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Jason Parker is a financial advisor at OSAIC Wealth, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Parkland Securities and Sigma Financial Corporation. Outside of his advisory role, he is also employed as a tax preparer at Mathewsons Tax Service. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

Jessica Pauly is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. She holds a Series 66 designation and has worked at Osaic Wealth since 2026. Her prior experience includes nine years at LPL Financial and eleven years at Auto Warehousing Company. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Mark Karcher is a financial advisor with Mass Mutual Investors Services in Dearborn, MI, holding Series 63 and Series 65 registrations with 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2003 and has been associated with MassMutual Life Insurance Co since 1990. Outside of his advisory role, he owns and operates the Karcher Agency Inc., focusing on life, health, dental, and vision insurance. Mass Mutual Investors Services is 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 seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Mark Scofield II is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he was with PNC Investments and PNC Bank from 2016 to 2017. Outside of his advisory role, he is involved with several family investment entities and occasionally participates in decision-making related to commercial property leasing. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Carlson is a financial advisor with Ameriprise Financial Services LLC in Dearborn, MI. He holds Series 63 and Series 65 licenses and has been with Ameriprise since 2024. Prior to his advisory role, his work experience includes positions in retail and service industries and attendance at the University of North Dakota. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice, utilizing investment research and algorithmic tools within a defined asset and product framework.

Samantha Granata is a financial advisor with Ameriprise in Dearborn, MI, holding a Series 66 designation and having seven years of industry experience. Prior to joining Ameriprise in 2019, she worked at ATS Advisors and Henry Ford College. Outside of her advisory role, she is involved with Jim Thorpe LLC, where she manages various office operations and client service activities. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Logan Collins is a financial advisor with Ameriprise, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2023, he worked in education and various roles including at Varsity Tutors LLC and Artistic Design LLC. He also manages an advisory business through Summit Marketing & Planning, LLC. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Terri Rowe is a Series 66-licensed financial advisor with 29 years of industry experience. She joined LPL Financial in 2024 after 15 years at Ameriprise Financial Services, Inc. Outside of her advisory work, Rowe is a licensed notary in Michigan and owns Splattered Paint Marketing, LLC. 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 representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and various technology-driven investment solutions.

Danielle Holmes is a financial advisor with LPL Financial in Canton, MI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with LPL Financial since 2009 and also works as a certified group fitness instructor at LifeTime Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by various model portfolios, third-party subadvisors, and research.

Craig Noonan is a ChFC® credentialed financial advisor with 34 years of industry experience. He has been with Ameriprise since 2005, currently serving at their Brighton, MI office. In addition to his advisory role, Noonan is involved in independent insurance brokering with Prudential, specializing in whole life insurance. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base and integrates advisory, brokerage, and insurance solutions through its affiliated companies.

Thomas Wloch is a financial advisor with Osaic Wealth, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Osaic in 2022, he worked at Hantz Financial Services for 12 years. Outside of his advisory role, he is involved in managing tax planning and investment-related activities through his own entities, including Redsky Financial LLC and Redsky Tax LLC, and serves as a trustee and financial power of attorney for his parents. Osaic Wealth, Inc. serves a diverse set of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment products.

James Thorpe is a CFP® professional with 27 years of industry experience, currently serving at Ameriprise since 2005 in various capacities. He is the sole owner of Jim Thorpe LLC, a business managing cash flow and expenses. Thorpe holds leadership roles in local organizations, including Vice President of the Dearborn Library Foundation and President Elect of the Rotary Club of Dearborn, and contributes to the Dearborn Area Chamber of Commerce Finance Committee. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations through a centralized consulting team.

Ronald Rippon is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Visteon, and Valeo. In addition to advisory services, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.