James Burden is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 1996. 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice provided by its network of investment adviser representatives who may use various investment strategies and operational tools.

William Potthoff is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. In addition to his advisory role, he serves as a Maintenance Officer in the Michigan Air National Guard and is a board member of the Kiwanis Club of Mount Clemens, where he is involved in financial oversight and planning charitable events focused on youth. 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 strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Jennifer Terrano is a financial advisor at Ameriprise in Macomb, MI, with four years of industry experience and a Series 66 designation. She has been with Ameriprise for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Gravelle is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 1996. She is based in Clay, MI. Her other business activities include ownership of Gravelle and Co. Financial Management for tax purposes only. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Emir Bajrovic is a financial advisor at J.P. Morgan Securities with two years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ian Cole is a financial advisor with Thrivent Investment Management in Mount Clemens, MI, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Trevco, Inc. and Shinola Detroit. Outside of his advisory work, he is the president and owner of Mount Clemens Brewing Company, a business involved in brewing and distributing beer to retailers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of financial topics without discretionary trading authority, and clients may combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.

Nicholas Patrico is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley and Gregory J. Schwartz & Co., Inc. Outside of advisory work, he is the owner of Geneva Contracting and Development LLC, a business involved in real estate acquisition and construction contracting services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Erin Rohn is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Keller Williams, H.D. Vest Investment Services and Advisory Services, Trivelloni Asset Management, LLC, and Janis DeGregory & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Roberts is a financial advisor with Morgan Stanley in Macomb, Michigan, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at Merrill from 2003 to 2006 before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Jason Victor is a financial advisor at Edward Jones in Mount Clemens, MI, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in the automotive industry for over a decade with Jim Riehl's Friendly Automotive and Golling Automotive Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Lauren Bayless is a financial advisor with Primerica Advisors in Richmond, MI, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2020, and previously held positions at McLaren Port Huron and St. Clair County Community College. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Stephen Nofs is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. With more than 25 years of experience, he specializes in serving high-net-worth and ultra-high-net-worth individuals, families, and business owners. Stephen focuses on providing wealth management strategies aligned with clients' short-term and long-term objectives, including liquidity management, managing new wealth, personal retirement planning, portfolio management, and tax minimization. Stephen holds several professional designations including Certified Private Wealth Advisor (CPWA), Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). He is registered with multiple FINRA registrations and holds life insurance licenses. Stephen works closely with research analysts and portfolio managers to provide investment leadership based on strategic and tactical asset allocation and portfolio construction within a goals-based investing framework. He earned a Bachelor of Science degree from Eastern Michigan University on a four-year football scholarship and served ten years in the Department of Justice, including roles as a lead firearms instructor and member of Special Operations Response Teams. He later obtained a Master of Business Administration from the University of Phoenix. Outside of work, Stephen enjoys boating, football, music, reading, running, traveling, and spending time with his family.

Ashlyn Klaski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in various roles including positions at Garber Buick Company, Gateway Financial Services, and Perani's Hockey World. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

James Stiekes is a financial advisor with Primerica Advisors in Clinton Township, MI, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and with Primerica Financial Services since 1991. Stiekes has also been involved with Pfs University since 2006. Outside of his advisory work, he is associated with Faith Baptist Church of Warren. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Eric Hermes is a financial advisor with Merrill in Clinton Township, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Bank of America, N.A. since 2016 and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.