Rebecca Chase is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She began her tenure at Fidelity Investments in 2023 as a Financial Consultant, progressing through roles including Branch Leader until 2025. Rebecca's professional journey includes experience as Vice President and Financial Consultant at Charles Schwab & Co. from 2021 to 2023, as well as senior management roles within Schwab Private Client Investment Advisory and Schwab Advised Solutions between 2018 and 2021. Rebecca's expertise encompasses leadership and financial consulting within prominent investment firms. In her current role, she focuses on team empowerment, collaboration, and driving sustainable growth. Her approach involves embracing challenges, inspiring innovation, and fostering environments where people thrive. Outside of her professional responsibilities, Rebecca has interests in concerts, social events with friends, movies, parenthood, pets, and traveling.

Deni Warren is a Financial Consultant at Fidelity Investments, a role she has held since 2022. She has been with Fidelity Investments since 2012, progressing through various positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, Deni worked as an Account Executive at MSCS Financial Services and as a Broker Trainee at Charles Schwab. Throughout her career, Deni has focused on building meaningful relationships with clients to understand their priorities and goals. She works with her team to develop personalized financial plans and advocates for her clients to help navigate challenges, aiming to provide peace of mind for individuals and their families.

Julie Kenrick is a financial advisor with Raymond James Financial in Fenton, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been involved with Raymond James Financial Services, Inc. since 1996 and currently owns and serves as president of Lakeside Wealth Management. 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 organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Steven Mac Dermaid is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Prior to and concurrently, he has experience at Great Lakes National Bank and Glb Agency since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Gregory Kirchmeier is a financial advisor with Edward Jones in Hartland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Jacob Lee is a financial advisor with LPL Financial in Flint, Michigan, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Grand Valley State University, Total Benefit Systems Inc., Blue Cross Blue Shield of Michigan, Engineered Products Company, and the University of Michigan. Outside of his advisory role, he has continued his involvement with Total Benefit Systems, which operates in non-variable insurance. 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 broad range of financial planning and investment management services through a network of over 22,800 advisors.

Andrew Upleger is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with LPL Financial since 2019 and concurrently operates Advantage Tax & Financial Services, providing tax preparation and accounting services. 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.

Bryan Bender is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2020. He focuses on helping clients develop and implement comprehensive financial plans aimed at achieving predictable outcomes and providing control over their financial futures. Bryan's professional experience is centered on delivering financial consulting services, leveraging his expertise to assist clients in navigating their financial goals. Outside of his professional role, he enjoys baseball, boating, family activities, music, outdoor adventures, and tennis.

Michele Morgan is a financial advisor with Ameriprise in Fenton, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at UBS Financial Services from 2009 to 2019 before joining Ameriprise. Morgan is also the owner of Next, LLC, a business unrelated to advisory services. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James Lang is a financial advisor with Ameriprise in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise since 2005. Lang serves as Vice President and sits on the Board of Directors for the Grand Blanc Baseball Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations through a centralized consulting team.

Mark Mikolajczak is a financial advisor with Wells Fargo Clearing in Flint, MI. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Matthew Maldonado is a financial advisor at Morgan Stanley with six years of industry experience. He previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Huntington National Bank, and held roles at Michigan State University. He also serves in the Michigan Army National Guard. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a variety of investment services.

Jordan Oesterle is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has three years of industry experience and previously worked at firms including Cetera and several NHL teams. Outside of advising, he is also a professional hockey player with the Detroit Red Wings. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning and consulting with a variety of portfolio management options.

Mark Grantham is a financial advisor with Morgan Stanley Wealth Management in Grand Blanc, Michigan. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, Grantham serves as a basketball and football official for the Michigan High School Athletic Association and is a licensed minister who officiates weddings and funerals. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and comprehensive investment research.

Michael Kopko is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with LPL Financial since 2007. Kopko is also a commissioned Notary Public. 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, and institutional platforms, with advice provided through a broad network of investment adviser representatives using diverse strategies and supported by advanced operational tools.

Salvatore Vanadia is a financial advisor with Ameriprise Financial Services in Fenton, MI, holding Series 63 and Series 65 designations and having 14 years of industry experience. His prior roles include positions at Merrill, Bank of America, Cetera, and The State Bank. He is also involved in independent insurance brokering and serves as a dual financial advisor with ChoiceOne Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.

Brittany Waterson is a Series 66-licensed financial advisor with LPL Financial in Grand Blanc, MI, bringing 15 years of industry experience. She has been with LPL Financial since 2008, including time with the affiliated Legacy Consultants Wealth Management. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Harris is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2008. Outside of his advisory role, he owns businesses including QualityBargainz LLC and FentonTV.com. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of discretionary and non-discretionary management platforms along with proprietary model strategies under the Founders Gate Capital brand.

Karen Topolinski is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Cetera since 2007 and operates Topolinski & Associates, where she is president and owner, providing tax, accounting, and wealth management services since 1988. She is also a partner at South Saginaw Office Associates. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a range of program structures and custodial relationships.

Steven Morey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.