Keith Green is a financial advisor with Kestra Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at LPL Financial for 21 years. Green serves as Chairman of the Board for God's Love Foundation and owns Innovative Retirement Solutions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice with a focus on due diligence and multiple management platforms.

Brittany Gibson is an advisor at Fifth Third Securities, Inc. based in Grand Blanc, MI. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2026. Prior to this role, she worked at Fifth Third Bank and has experience in the hospitality industry with Sagebrush Cantina and Crystal Occasions Banquet Center. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers various investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform.

Andreas Shick is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Grand Capital Advisors, LLC, and was self-employed for one year. Outside of his advisory role, he is the chief financial officer of Cousin's Car Wash, LLC, a non-investment related business. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Michael Gudith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Brandi Harris is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and nine years of industry experience. She was previously self-employed from 2015 to 2017 before joining Ameriprise. Outside of advising, she is involved in operational consulting, providing administrative client services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary advice through a centralized consulting team.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

Gary London is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Fidelity Investments and Securian Financial. London is also an officer at London Financial, LLC, a financial services firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2008, specializing in providing special services to his clients. With over 19 years of experience in the financial services industry, Michael focuses on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and is recognized as a Personal Investment Advisor (PIA). He lives in Clarkston with his wife Lindsay and their two children. Outside of his professional work, Michael enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family. He is also involved in community activities including Easter Seals and Special Olympics.

Hilary Renno is a financial advisor with Edward Jones in Clarkston, MI, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of industry experience and has been with Edward Jones since 2008. Outside of her advisory role, she is a partner in a real estate property management 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Joseph Janca is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James and Ballard Wealth Group since 2017. Outside of his advisory role, he provides client service support at Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors with specialized services, including municipal and public finance work.

Ronald Walli is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked with Raymond James Financial Services since 2015 and operates Ron Walli Investments, LLC, where he handles bookkeeping. Outside of financial advising, he is the owner and proprietor of The Weed Lady, a business he has managed since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Christopher Murphy is a Series 66-licensed financial advisor with Ameriprise in Howell, MI, and has 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Murphy is involved with the Detroit Compliance Group, where he supports supervisory services for advisors as an RP Delegate. Ameriprise is an institutional firm that offers a retirement-income planning service targeting individuals with at least $1 million in investable assets. The firm combines research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations through a centralized consulting team.

Kenneth Mosher is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Royal Alliance and Founders Financial Securities. Jerome is also president of Legacy Financial Group, Inc., where he is involved in financial planning and life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers various investment programs and uses a range of strategies supported by research and technology across its network of over 22,800 advisors.

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 with Fidelity Investments in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and has been with various Fidelity entities since 2016. Outside of his advisory role, Baker serves as an ordained Christian minister involved in church leadership and pastoral duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, Michigan. He holds Series 63 and Series 65 registrations and has nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

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.