Dylan Furlong is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at L.M. Kohn & Company and Leads Generate Sales, and he spent nearly two decades at Grand Valley State University. Outside of his advisory role, Furlong is involved with Ann Arbor Pioneer High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Kevin Curry is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with a broad offering of retail and institutional investment services.

William Burmeister is a ChFC® credentialed financial advisor with 19 years of industry experience. He has been with Raymond James & Associates since 2021, following seven years at TIAA-CREF. Outside of his advisory role, he is a board member of the York Meadows Homeowner's Association. Raymond James & Associates is a 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 municipalities, offering financial planning and investment consulting through a range of portfolio management strategies and institutional services.

Donald Nadeau is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with Raymond James since 1999 and also maintains a longstanding association with Roney & Co. since 1988. Outside of his advisory roles, he is a partner in Brothers 4 LLC, a limited liability company. 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 municipalities, offering financial planning and advisory services with a range of portfolio management styles.

Steven Burkhalter is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and previously worked at Ben Griffith Financial Services for five years. Outside of advising, he is an artist and game creator, having developed a card game he plans to publish. Raymond James Financial Services Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored financial planning and investment consulting using analytical tools and supports advisory programs through a large network of advisors.

Ngufor Hilari is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he is an officer of Hailey Cameron LLC, a real estate business based in Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market data to support its clients’ financial goals.

Eric Eggen is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011, with brief roles at Citizens Bank and Citizens Securities, Inc. in 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Matthew Vermillion is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His career includes roles at DFCU Financial, CUSO Financial Services, Sigma Financial Corporation, and Axa Advisors. Outside of advisory work, he has experience associated with Owl's Nest Resort & Golf Club and Gooseworks. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and retirement advice, supported by a large network of investment adviser representatives and advanced operational tools.

Jonathan Powrozek is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds the Series 66 designation and has worked previously at Avantax Wealth Management and Sigma Investment Counselors. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, offering access to multiple platforms, third-party advisers, and proprietary model strategies.

Anthony Agosta is a financial advisor with Raymond James & Associates in Farmington Hills, MI, holding Series 63 and Series 65 designations and possessing 39 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates, Inc. 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 and profit-sharing plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Philip Dubinski is a financial advisor with Ameriprise in Canton, MI, holding Series 63 and Series 65 credentials and has 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 2005. In addition to his advisory role, he prepares financial plans for other advisors at his office. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Cornett is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Northwestern Mutual Investment Services LLC, Dominic Mirabella, Brad Seitzinger, and R Philip Sarnecki. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tom Mclinden is a financial advisor with Cambridge Investment Research Advisors in Ann Arbor, MI, holding Series 63, Series 65, and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Woodbury Financial Services Inc. and Berthel, Fisher & Company Financial Services, Inc. Outside of his advisory work, he is involved in business ownership and management through several entities. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates with thousands of financial professionals, managing a multi-billion dollar asset base and offering access to multiple platforms, proprietary model strategies, and third-party sub-advisors.

Michael Birkle is a financial advisor with LPL Financial in Ann Arbor, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 35 years of industry experience, including 18 years at Crown Capital Securities and a lengthy career operating Birkle Financial Services. In addition to advising, he owns and operates a tax preparation and accounting business, Birkle & Birkle. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented by its network of investment adviser representatives.

Maria Coates is a financial advisor at Merrill with 26 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2010. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Anita Brooks Locey is a financial advisor at Fidelity with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been affiliated with various Fidelity entities since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm’s approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Katherine Waltner is a Series 66-credentialed financial advisor with 13 years of industry experience. She is currently with Ameriprise and has previously worked at The Huntington Investment Company, Hornor, Townsend & Kent, PNC Investments, SPC, Parkland Securities, and Sigma Financial Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and tools to inform recommendations that address asset allocation, withdrawal strategies, and Social Security options.

Michael Johnson is a financial advisor with Equitable Advisors in Southfield, MI, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of advising, he serves as Treasurer for the Kappa Alpha Psi Southfield Alumni Foundation and works part-time as a gate agent at DGS Metro Airport. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm uses a range of advisory programs and third-party managers to tailor investment solutions based on client risk tolerance and financial goals.

Melissa Smith is a Series 66-licensed financial advisor with Edward Jones in Livonia, MI. She has eight years of experience at Edward Jones and two years prior experience at Modern Builders Supply Inc. 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.

John Ogrodnick is a financial advisor with LPL Enterprise holding Series 63 and Series 66 credentials and 32 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, Allstate Insurance, Cetera, and J P Turner & Company Capital Management. Outside of financial advising, he is active with the Detroit Red Wings Alumni Association, participating in charity hockey games and related appearances. LPL Enterprise serves a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment implementation through a network of investment adviser representatives.