Ted Himelhoch is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Tnelson Marketing and Promotions and participates in a study group that develops questions for Michigan insurance exams. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Bradley Jerome is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Royal Alliance and Founders Financial Securities, LLC. Jerome is president of Legacy Financial Group, Inc., where he also leads the asset management arm, Legacy Investment Strategies. 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 a range of financial planning and advisory programs, including model portfolios and research from LPL Research and third-party subadvisors, along with various technology-supported solutions.

John Andrysiak is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2021, following prior roles at Cetera Advisors and Economic Financial Services LLC. 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, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and affiliated managers.

Jamar Baker is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2016 before joining various Fidelity entities starting in 2016. Outside of his advisory role, he serves as an ordained Christian minister involved in church leadership and pastoral duties. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with capabilities that include discretionary management, fund advisory, and delivery of model portfolios to intermediary platforms.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and JPMorgan Securities LLC. He has concurrent involvement with Genisys Credit Union, where he has worked since 2020. 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 a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

Matthew Stewart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Abdalhakim Khirfan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Securities America, Inc. and Questar Capital Corporation. 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 provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management, model portfolios, and research from various sources.

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Jake Earnhart is a financial advisor at Raymond James & Associates with three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Chief Financial Credit Union. He serves as a sergeant in the U.S. Army Reserves. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Chase Kallen is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James and Cetera Investment Services. Outside of his advisory role, he is co-owner of a retail business, Modern Icon, and serves on the Oakland County Sheriff's Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Gary Fisher is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Oak Point Financial Group, Inc. from 2010 to 2017. Outside of his advisory role, Fisher is an author of several marketing and motivational books and occasionally teaches business and economics as an adjunct faculty member at Olivet College. He also contributes articles on automotive and local history to a local newspaper and operates a publishing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various investment strategies.

William Gieselman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2007. 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 that includes individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle Loney is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill from 2014 to 2022 before joining Raymond James & Associates, where she has been since 2022. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brock Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its private bank since 2017, with earlier experience at TIAA-CREF. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as corporate agreements.

Jared Whittey is a financial advisor with LPL Financial in Swartz Creek, MI, holding a Series 66 credential and 26 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Robinson is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for First Class Athletics for six years. Outside of advisory work, he is the president and owner of Monroe Ridge Properties LLC, a real estate business. 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 nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and providing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Stonebridge Office Park Condo Association and is involved in consulting for a food and beverage services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a notary public and acts as a personal representative for her domestic partner's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.