Traver Tremblay Goodrich is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Ameriprise since 2009, including its predecessor entities, and is based in South Lyon, Michigan. Outside of his advisory role, he is involved with Children's Toy Closet, Inc., an online retail business. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendations, primarily for clients with assets managed within Ameriprise accounts.

Ryan Porter is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He focuses on educating and working with clients to help them achieve their long-term goals through disciplined investing and financial planning. His professional experience centers on providing investment consulting services. Outside of his professional role, Ryan engages in various personal interests including family activities, football, movies, parenthood, reading, and traveling.

Timothy Martin is a CFP® professional with 27 years of industry experience, currently affiliated with Mass Mutual Investors Services in Clarkston, MI. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2008. Outside of his financial advisory work, he competes in competitive cycling and triathlon events. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using a collaborative, annual engagement model.

Stephanie Kennedy is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having previously worked at JPMorgan Chase Bank. 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 within a non-discretionary program. The firm’s advisory process incorporates centralized due diligence and may include ESG eligibility criteria.

Joseph Lunn is a financial advisor at Edelman Financial Engines with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to that, he held advisory roles at Securian Financial Advisor of the Great Lakes, Securian Financial Services Inc., and Minnesota Life Insurance Company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Gabriel Barish is a Series 66-credentialed financial advisor with two years of industry experience, currently with LPL Financial in Farmington Hills, MI. Prior to joining LPL Financial in 2025, he worked at The Investment Center, Inc. from 2023 to 2025. Outside of advisory work, he is involved in tax preparation and accounting through Rosen & Assoc. PC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms. The firm supports its advisors with research tools and offers a variety of discretionary and non-discretionary investment strategies.

Darrel Quinn is a Series 66 credentialed financial advisor with Edward Jones in Livonia, MI, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Albert Sharp II is a financial advisor with Ameriprise in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he owns and operates a motel and apartment business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Gregory Spinazze is a financial advisor with Equitable Advisors in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked with Equitable Advisors since 2008 and previously with Axa Advisors, LLC, and SPC. Outside of his advisory role, he serves as Executive Board Chair at Vista Maria and is president of BRI of Michigan, Inc., which provides group and medical insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives using a combination of proprietary and third-party advisory programs.

Scott Davis is a financial advisor at OSAIC with 32 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining OSAIC, he worked at Signator Investors, Inc. for 22 years and Royal Alliance Associates, Inc. for 8 years. Outside of his advisory role, Davis serves as president of his local homeowner's association, where he oversees meeting agendas and assists with financial monitoring. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization techniques and supports various investment programs delivered through affiliated broker-dealer and registered investment adviser relationships.

David Vanderhovel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior firms include Royal Alliance Associates and his own practices, Vanderhovel Financial Services and Vanderhovel And Associates, P.C. In addition to his advisory work, he is president of Vanderhovel & Associates, a tax preparation and accounting firm, and he is involved in fixed insurance sales. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and advanced operational tools.

Angelo Leslie is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Osaic Wealth Inc and has previously held roles at Gries Financial Partners, Planning Alternatives Ltd., and PNC Bank. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Samikka Cannon is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in assisting individuals and families in building and retaining wealth through customized financial planning. Samikka's expertise includes corporate executive services, divorce transition planning, education planning, executive compensation, managing new wealth, personal retirement planning, special needs planning strategies, women and wealth, sports and entertainment, and individual and corporate investment strategy. She holds the Personal Investment Advisor (PIA) designation and has completed her education at Pontiac Northern High School and Oakland Community College, where she earned an Associate's Degree. Samikka is committed to understanding her clients' unique ambitions and priorities to create financial strategies tailored to their goals. Outside of her professional role, Samikka is involved in community activities through organizations such as Moms To Moms, Trinity Church, the American Red Cross, and Habitat for Humanity. She enjoys spending time with her family and participates in activities like baseball, basketball, boating, camping, football, golfing, hiking, music, and reading.

Ryan Coryell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria within eligible strategies.

James Koczara is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 33 years of industry experience. He previously worked at Cetera and Cetera Advisor Networks LLC, and concurrently serves with Genisys Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Rogers is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association 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. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Matt Breznau is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he focuses on understanding the priorities of his clients and their families, utilizing Fidelity's resources and financial planning tools to develop personalized financial plans. Prior to joining Fidelity, Matt worked as a Financial Solutions Advisor at Bank of America-Merrill Edge from 2017 to 2021. Before that, he was an Investment Consultant at Scottrade from 2014 to 2017.

Patrick Hillman is a financial advisor with LPL Financial holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Charles Schwab, TD Ameritrade, and Merrill. He is also involved with Vibe Credit Union in a wealth management capacity. 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 portfolio programs, third-party asset management, and institutional platforms.

Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Jeanne Baldwin is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. She has worked within the Edelman Financial Engines network since 2011 through its various affiliated entities. Outside of her advisory role, Baldwin is a motivational and inspirational speaker and has been invited to present on planned giving strategies to nonprofit donors. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options across a broad range of portfolios and account types.