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 in Flint, MI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. His prior experience includes roles at Questar Capital Corporation and Securities America. Outside of advising, he is involved in tax preparation and accounting through Khirfan Benefits, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using customized strategies and third-party subadvisors.

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.

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 20 years of industry experience. His career includes roles at Merrill, TIAA-CREF, and multiple positions within Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jared Whittey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., FIFTH THIRD SECURITIES, Inc., and Banc One Securities Corporation. He is also an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment approaches through its extensive network of advisors and incorporates various operational and research tools in its platform.

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.

Stevi Edmunds is a financial advisor at Merrill Lynch Wealth Management specializing in personal retirement planning, family wealth management strategies, legacy planning, education planning, and retirement income. She is dedicated to helping individuals, families, and businesses achieve their financial goals through a client-centric approach that focuses on creating personalized wealth management strategies. Her expertise includes investment planning, tax-efficient strategies, and risk management. Stevi holds a Bachelor's Degree from Franklin College and maintains professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER® (CFP), and Personal Investment Advisor (PIA). She emphasizes building long-term relationships based on trust and integrity, tailoring financial plans to each client's unique perspectives and priorities. As a Merrill advisor, she aims to connect all aspects of her clients’ financial lives to help prioritize and pursue their most important goals. Beyond her professional work, Stevi is involved with Rotary and enjoys boating, fishing, and spending time with her family.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

David Kelly is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Kelly serves on the finance and investment committees of two nonprofit organizations, Catholic Charities of Shiawassee and Genesee Counties and Friends of the Children—Detroit chapter. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Ryan Ames is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Lauren Demers is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Treasurer of the Grand Blanc Huntsman's Club. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Edward Walterhouse II is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Walterhouse also worked at the University of Michigan for two years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Rebecca Chase is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She began her tenure at Fidelity Investments in 2023 as a Financial Consultant, progressing through roles including Branch Leader until 2025. Rebecca's professional journey includes experience as Vice President and Financial Consultant at Charles Schwab & Co. from 2021 to 2023, as well as senior management roles within Schwab Private Client Investment Advisory and Schwab Advised Solutions between 2018 and 2021. Rebecca's expertise encompasses leadership and financial consulting within prominent investment firms. In her current role, she focuses on team empowerment, collaboration, and driving sustainable growth. Her approach involves embracing challenges, inspiring innovation, and fostering environments where people thrive. Outside of her professional responsibilities, Rebecca has interests in concerts, social events with friends, movies, parenthood, pets, and traveling.