Ryan Cohen is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at several firms including Avantax and MIP Advisors, and is involved in coordinating tax services through a partnership at a tax planning center. Cohen also maintains a role as an insurance agent, focusing on fixed annuities and life insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.

Craig Shipman is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked with several firms, including TIAA-CREF and Merrill, and has been affiliated with DFCU Financial and Cuso Financial Services since 2011. 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 portfolios, third-party asset management, and institutional platforms.

Brett Dennis is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and entering the industry in 2026. His prior work includes roles at Avicenna Medical Systems Inc. and Michigan State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved analytical tools and various event-driven planning services.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Tricia Kaye is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on written recommendation reports and ongoing retirement-income planning tailored to dependable income sources and tax-aware withdrawal strategies.

James Griffith Jr. is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Griffith is co-owner of Griffith & Kilgren, LLC, where he manages his Ameriprise business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, serving a broad client base with a centralized consulting approach.

Peisy Sulimin is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, Sulimin worked at Solamanasye Grasia, where they owned a company focused on educating the community about healthy plant-based protein through workshops. Sulimin holds a Series 66 credential and has held positions at several financial institutions, including Fifth Third Bank and Morgan Stanley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial topics. The firm’s approach emphasizes holistic, goal-based planning and separates planning services from managed-account programs.

Kylee Mohammed is a Series 66 licensed financial advisor with Ameriprise in Ann Arbor, Michigan, where she has worked for 12 years since 2014. Her entire industry experience is with Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Michael Welton is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Fidelity entities since 2000. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprising mutual funds, ETFs, and ETPs.

Robert Lamm II is a financial professional with 12 years of industry experience, currently associated with LPL Enterprise. He holds Series 63 and Series 65 licenses and has worked previously with The Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is the owner and president of 3B Technology, LLC, a non-active company. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and offers financial planning, brokerage, insurance product sales, and affiliated trust and lending services.

Joelle Emery is a financial advisor with Raymond James Financial in Ann Arbor, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, she worked at McLaren Wealth Strategies and Raymond James Financial Services, Inc., and has coached weightlifting since 2014. She is an independent contractor coach at Lily Weightlifting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools to support client goals and maintains unique affiliations to support municipal and public finance work.

Cody Borke is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial since 2022. Prior to his financial advisory career, he held positions at Legal Help For Veterans, PLLC, and in various roles across public and private sectors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bryan Regner is a financial advisor with Edward Jones in Plymouth, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he owns a commercial building that houses his Edward Jones office. 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 options, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Matthew Rockwood is a financial advisor with Edward Jones in Saline, Michigan, holding a Series 66 credential and eight years of industry experience. His work history includes roles at Edward Jones since 2018, as well as brief positions at Fleetilla, MuHu, and Azuga. Edward Jones is a full-service wealth management firm serving more than 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.

John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

Martin Kelln is a CFP® and ChFC® with 36 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and has prior experience at Metlife Securities Inc. from 1990 to 2017. Outside of his advisory role, he engages in entrepreneurial activities including teaching yoga, designing custom glass water bottles, and inventing a paddle storage rack system for pickleball facilities. Mass Mutual Investors Services 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, delivering recommendations based on detailed client information and firm-approved analytical tools.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers customized performance reporting through its Institutional Consulting Services program.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. 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, third-party asset management, and institutional platforms.

John Dreher is a financial advisor with Osaic, holding Series 63, 65, and 66 credentials and bringing 43 years of industry experience. Prior to joining Osaic in 2024, he spent 18 years at Woodbury Financial. He is also president and board member of John N Dreher & Associates, a fixed insurance agency, and has been involved in insurance product sales since 1982. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using a broad range of investment options and firm-supported asset-allocation tools across a large network of affiliated advisers.

Kristin Glahn is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and nine years of industry experience. Her work history includes roles at Merrill and Bank of America, N.A., with additional experience at Concorde Asset Management and Concorde Investment Services. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.