Alison Lecloux is a financial advisor with Thrivent Investment Management based in Ann Arbor, MI, holding a Series 66 designation and 23 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management separate.

Melissa Southwell is a financial advisor with LPL Financial based in Southfield, MI, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Investment Services, and Raymond James Financial Services. She serves on the board of the Livonia Kiwanis Club Early Risers Foundation and is involved in coordinating tax services through the Center for Tax Planning. 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 other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial services.

Ralph Gallo III is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with JPMorgan Chase Bank, NA since 2005. Outside of his advisory role, he also works at Lisa's Produce Market, where he performs general labor and cashiering duties. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice and performance reporting through a combination of quantitative modeling and centralized due diligence.

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.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones and Thrivent Financial, he worked for 15 years at DXC Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard across a nationwide network of advisors and branch offices.

Dan Davis is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has progressed through various roles within Fidelity Investments since 2022, including Planning Consultant, Investment Consultant, Investment Solutions Representative II, Investment Solutions Representative I, and Customer Relationship Advocate. Dan focuses on helping clients navigate financial complexity and uncertainty by aligning their finances with their life goals. He aims to make financial planning clear and straightforward, ensuring clients have peace of mind knowing their wealth is structured to support their objectives. Outside of his professional role, Dan has interests in family activities, military service, parenthood, reading, and writing.

Pete Sebastian is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he collaborates with individuals and families to develop personalized investment strategies aimed at preserving and growing their wealth. He focuses on areas including family wealth management strategies, managing new wealth, and personal retirement planning. Sebastian holds a Bachelor's Degree from Purdue University and has earned the Personal Investment Advisor (PIA) designation. He works closely with clients to understand their financial goals and provides guidance on investing, retirement planning, and preparing for unexpected financial needs. He also coordinates with Bank of America specialists to offer comprehensive solutions encompassing banking, credit, home financing, and small business services. Outside of his professional responsibilities, Sebastian is involved with American Corporate Partners. His personal interests include baseball, football, traveling, and watching movies.

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.

Mark Fraker is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 15 years of experience in the financial industry, working with affluent families and individuals to develop disciplined, goals-based wealth management strategies. Mark holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Ann Arbor Pioneer and attended Eastern Michigan University without obtaining a degree. Mark's approach focuses on connecting all aspects of a client's financial life to help prioritize and pursue their most important goals.

Xiaodi Wang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Wang holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, HSBC Bank USA, and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and market-facing services.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Before joining LPL Financial in 2019, he spent nine years at H. Beck, Inc. He is also involved in tax preparation and accounting through Nornarf, Inc. doing business as Loiselle & Associates, and serves on the board of the Loiselle Foundation, a nonprofit organization. Additionally, he is active as a musician with Saoco. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options and supports advisors with research and operational tools while managing over $819 billion in discretionary assets across more than 22,800 advisors.

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.

John Kellmann is a financial advisor with Ameriprise in Ypsilanti, MI, holding Series 63 and Series 65 registrations and possessing 14 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves on the Board of Directors for Pink Sisters Inc and is involved as an employee and operations manager for Defined Balance, an LLC franchise. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Matthew Palmer II is a financial advisor with Merrill in Dearborn, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Todd Sander is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with Voya Financial Advisors. Outside of his advisory role, he has been involved with Northville Public Schools since 2002 and Baldwin Capital Management, Inc. since 1999. 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 other institutions. The firm offers various financial planning and asset management solutions through a large network of investment adviser representatives.