Alexander Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Infinex Investments, Flagstar Bank, and C.J. Barrymore's. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and technological tools for operational and research support.

Scott Mc Kinnie is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Ameriprise Financial Services, LLC since 2019, following prior roles at Royal Alliance Associates, Sii, and PNC Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Travis Prince is a financial advisor with J.P. Morgan Securities in Belleville, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Georgetown Prince Wholesale LLC, JPMorgan Chase Bank, AmeriSave Mortgage Corporation, Safeway Lending LLC, Rocket Mortgage, and Comcast. 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 framework. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities uncommon in many institutional advisory programs.

Douglas Householder is a financial advisor at Merrill with three years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Bank of America, N.A. and Merrill, where he has been since 2000. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jacob Prince is a financial advisor at Fidelity with Series 63 and Series 65 licenses and two years of industry experience. He has held positions at several firms including Axtella and Bas Rouge prior to joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. Its investment approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and advisory services.

Adam Holinski Sr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes a long tenure at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm emphasizes model-driven investment implementation and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Scott Oostdyk is a financial advisor with Edward Jones in Flat Rock, Michigan, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Guaranteed Rate, Broker Solutions, Inc., and Flagstar Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jill Tiell is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012. Prior to that, she was with Chase Investment Services Corp. and Citizens Securities, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Lawrence Kearney Jr. is a financial advisor with Raymond James Financial in Trenton, MI, holding a Series 66 designation and 23 years of industry experience. He has worked at Raymond James since 2010 and previously at Oleson Financial and Riverside Financial Advisors. He also owns Kearney Financial Services, LLC, a business established to facilitate payroll for his assistant. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients, offering tailored, non-discretionary planning supported by analytical tools and a broad advisor network.

Riccardo Selva is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Primerica Financial Services and PFS Investments Inc., as well as teaching and performing music since 1994. He is also engaged as a music performer and teacher for churches and schools. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to different client needs.

Alicia Mc Govern is a Series 66-licensed financial advisor with Edward Jones in Belleville, MI, where she has worked since 2007, totaling 18 years of industry experience. Outside of her advisory role, she is president of Womens Wealth and Wellness, a nonprofit focused on women’s education and health initiatives. 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, supported by a network of approximately 23,701 financial advisors nationwide.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as President of DLPROPERTIES LLC, a company involved in managing rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Daniel Pason is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and previously worked at The Accounting Office, Inc. and The Hantz Group. Outside of his advisory role, he is a partner in several businesses, including REDSKY TAX LLC, which provides tax planning and preparation services. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party strategies.

Ronald Evans is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Raymond James Financial Services since 1999. He is also an associate at Walker Financial Services, where he serves as Vice President and Financial Advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach with analytical tools to support client goals and maintains specialized programs in municipal advisory services and SIMPLE IRA consulting.

Jessica Nuhaj is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She previously worked at Equitable Advisors and DFCU Financial Credit Union, and she has operated a business called Farmers Café 1 LLC since 2017. 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.

Andrew Kinunen is a financial advisor with OSAIC Wealth, Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining OSAIC in 2025, he worked at Hantz Financial Services for 12 years. He is also involved with Redsky Financial LLC as a registered assistant, supporting client meeting preparation and related tasks. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a variety of brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization and risk management tools, supported by a multi-advisor platform and a complex affiliate structure.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Nicholas Hawk is a financial advisor at LPL Financial with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and National Planning Corporation. Outside of advising, he is also employed as a caregiver. 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.

Jason Lambrix is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63, 65, and 66 designations and has previously worked at PNC Investments, LPL Financial, Cuna Brokerage Services, Inc., and Cuna Mutual Group. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering a range of financial planning and consulting services supported by a nationwide adviser network.

Thomas Kalis is a financial advisor at OSAIC with 40 years of industry experience. He previously worked at Raymond James & Associates for 19 years and FSC Securities Corp for 5 years. Outside of his advisor role, he is involved as an insurance agent solicitor and is affiliated with Pathways Financial Group LLC. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple managed account strategies.