Monica William is a Financial Advisor with Thrivent Investment Management in Plymouth, MI, holding a Series 66 designation and three years of industry experience. Prior to her current role, she has served in various positions within Thrivent and has held pastoral roles, including Pastor of Congregational Care at Nardin Park United Methodist Church. She is also active as a chaplain for the West Bloomfield Police Department and is an ordained United Methodist Elder in Extension Ministry. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers ongoing or one-time planning engagements and integrates these services with managed accounts under its WealthPlan program.

Ashley Kremhelmer is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has prior experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

Bruce Townsend is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Townsend also serves as successor trustee for the Ralph and Phyllis Townsend Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Deborah Burkhalter is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ann Arbor, Michigan, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked at Raymond James since 2004 and previously at Ben Griffith Financial Services. Outside of finance, she is an author and has operated a photography business since 2004. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Elizabeth Williams is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 65 designations. Outside of her advisory work, she assists with banking and bookkeeping for a plumbing business owned by her fiancé. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Steve Chang is a CFP® with 23 years of industry experience and has been with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a member of Chang Company Limited LLC, a commercial rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Jason Loiselle is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has prior experience with H. Beck, Inc. and operates Nornarf, Inc. dba Loiselle & AMP Associates, which provides tax preparation and accounting services. He also serves on the board of the Loiselle Foundation and is active as a musician with Saoco. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, and retirement consulting, offering both discretionary and non-discretionary management supported by research and model portfolios.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior firms include LifeMark Securities Corp. and Foresters Equity Services, Inc., and he has also worked as an independent insurance agent. Robinson is involved with Community Choice Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, utilizing a range of investment strategies and technologies.

Wendy Taylor is a financial advisor at Edward Jones with a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has a land contract interest jointly held with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Joseph Colletti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 proprietary market simulations.

Marla Alati is a financial advisor with LPL Financial holding Series 63 and Series 66 credentials and has 32 years of industry experience. She previously worked at Comerica Securities for 29 years and Ameriprise for 3 years. Alati is also involved in independent insurance brokering. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Todd Sander is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously worked at Voya Financial Advisors for six years and has been involved with Baldwin Capital Management since 1999. Outside of his advisory roles, he is employed by Northville Public Schools and is engaged in tax preparation and accounting services. 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 investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to model portfolios and research from various sources.

Andrew Cronk is a CFP® professional with 14 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Securities America, Inc. and Integrated Financial Strategies. Outside of his advisory role, he is also a licensed real estate agent in Michigan. 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, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements.

Evan Kaczka is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Retirement Plan Services LLC and Gwfs Equities, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a formal alternative investment process.

Pratik Shah is a financial advisor at LPL Enterprise with Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and previously at Pruco Securities, LLC. Shah serves on the boards of several nonprofit organizations, including the MpowerAll community outreach event, the Geetmala Foundation of Michigan, and the Abhi Shah Foundation, which supports foster children and victims of human trafficking. LPL Enterprise, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios through a platform that integrates advisory programs with brokerage and insurance products.

Christopher Davidson is a financial advisor at Edelman Financial Engines with 19 years of industry experience. He holds Series 66 and Series 63 licenses and has worked across several affiliated firms since 2014. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm combines committee-driven modeling with planner delivery and online tools, offering diversified portfolios and various management styles while managing approximately $326 billion for around 477,000 clients.

Andrew Breaugh is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he works with clients to simplify their financial lives and help them achieve their financial goals and aspirations. He follows a comprehensive approach to wealth management that connects all aspects of his clients' financial lives. Andrew graduated from Kalamazoo College with a Bachelor of Arts degree in Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his current role, he worked as a Mortgage Loan Originator licensed in multiple states, tailoring mortgages to align with clients' individual financial and life goals. In addition to his professional work, Andrew is involved in community volunteering. He enjoys personal interests such as baseball, boating, cooking, football, golfing, ice hockey, skiing, and spending time with his family.

Barry Weisberg is a CFP® with 42 years of industry experience, currently serving at Morgan Stanley since 2010 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and is based in Farmington Hills, MI. Outside of his advisory role, Weisberg is a director and treasurer of the Harvey & Lucille Weisberg Family Foundation, where he provides investment advice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models in its financial planning process.

Andrea Barbee Battagin is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

James Potter Jr. is a financial advisor with LPL Financial in Plymouth, MI, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with LPL Financial since 2011 and has concurrently served as an advisor and held bank duties at Community Financial Credit Union since 2004. 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, financial planning, and retirement plan consulting, utilizing strategic and tactical model portfolios, third-party research, and technology-driven solutions.