Adam Upleger is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial and St. Joseph Mercy Oakland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.

John Condra is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he manages a rental real estate property in Fenton, MI. 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 large network of financial advisors and branch offices nationwide.

Larry Wright Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Foresters Financial Services from 2011 to 2019 and with Cetera Investment Services LLC since 2019. He is based in Farmington Hills, MI. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers across multiple program platforms.

Grant Burkhard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients, Financial Consultants, and Wealth Management teams to develop strategies that support clients' unique planning needs. Prior to his current role, Grant served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Through these roles, he has gained experience in client relationship management and financial representation. Additional information regarding Grant's education, credentials, personal interests, or community involvement has not been provided.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at LPL Financial and Genisys Credit Union since 2020, with additional work history in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Mark Macarthur is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he works closely with Fidelity Private Wealth Management clients to assist them in building, preserving, and transferring their wealth. He serves as the primary point of contact for clients in developing their overall wealth strategy. Mark coordinates a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to co-create and implement tailored financial plans based on each client's individual situation. He has been with Fidelity Investments since 2008, initially serving as Vice President Financial Consultant before advancing to his current position in 2014. Outside of his professional responsibilities, Mark's personal interests include biking, fitness, football, and swimming.

Michael Correll is a financial advisor with Ameriprise in Commerce Township, MI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior roles include positions at The Huntington Investment Company, PNC Investments, Comerica Securities, Cetera, Bank of America, Merrill, Wells Fargo, and Citizens Securities. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that provide written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Sherwyn Mistry is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of a vacation home business under Riverhouse Capital Management LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and model-based asset allocations.

Jingyuan Cao is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. He also has 14 years of experience working at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Asha Patel is a financial advisor with LPL Financial based in White Lake, MI, holding a Series 66 designation and five years of industry experience. Her career includes roles at Cetera and Genisys Credit Union, where she has worked in various capacities over the past decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

Jason Huntley is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley serves as a precinct delegate and zoning board member in Cohoctah Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Ronald Rostker is a Series 66-registered financial advisor with 25 years of industry experience. He currently works at OSAIC and has previously been with Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and Morgan Stanley. Outside of advisory roles, he is involved in variable annuity sales and service as an insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and third-party manager programs.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works at Lisa's Produce Market performing various labor and cashiering duties. 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 and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Monica William is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Plymouth, MI, and has three years of industry experience. She has worked exclusively with Thrivent and its affiliates since 2023. Outside of her financial advisory role, Monica serves as a pastor of congregational care and a United Methodist Elder, and she provides chaplain services to the West Bloomfield Police Department. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach includes holistic, goal-based analyses addressing a range of financial planning topics, with ongoing reviews and an option to combine planning with managed accounts under a consolidated billing structure.

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, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2010 and previously spent 12 years at Ben Griffith Financial Services. Outside of financial advising, she is an author of a romance novel and has operated a photography business for over two decades. 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 offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and supports advisory programs along with specialized municipal and public finance work.

Elizabeth Williams is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Citizens Securities, Executive Wealth Management, Invest Financial Corporation, and Chase Investment Services. She is also involved as an owner and partner in Overflow Plumbing LLC, where she assists with banking and bookkeeping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of derivatives and commodities capabilities.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

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.