Alexander Bennett is a financial advisor with LPL Financial holding Series 66 and Series 63 registrations and three years of industry experience. He previously worked at Infinex Investments and has a background at Flagstar Bank and C.J. Barrymore's. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by its investment adviser representatives.

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.

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.

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.

Tami Vongerichten is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2000 and Bank of America, N.A. since 2014. Outside of her advisory role, she serves as a power of attorney for her parents. 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 strategies for individuals, high-net-worth clients, and various institutional investors.

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.

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 Series 66-licensed financial advisor with Osaic, based in Trenton, MI, with four years of industry experience. Prior to joining Osaic in 2022, he worked at The Accounting Office, Inc. and The Hantz Group. He is a partner in several business ventures including Redsky Agency LLC, which handles sales of fixed annuities and non-variable insurance products, and Redsky Tax LLC, providing tax planning and preparation services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Raymond Sailus is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and acts as Secretary for the Toll Gate Ravines Homeowners Association in Ann Arbor, MI. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jessica Nuhaj is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at Equitable Advisors and DFCU Financial Credit Union. Outside of her advisory work, she has operated a business called Farmers Café since 2017. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at Meritor Inc. from 2015 to 2020. Outside of his advisory role, he owns W & E Construction & Design LLC, a business intended for house flipping as a hobby, though he currently does not actively operate it. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Kinunen is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for Hantz Financial Services for 12 years before joining Osaic in 2025. Outside of his advisory role, Kinunen assists with client meeting preparations and administrative tasks as a registered assistant at REDSKY Financial LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and providing access to a range of investment options and third-party money managers.

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.

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.

Thomas Kalis is a financial advisor with Osaic Wealth, Inc. in Trenton, Michigan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Raymond James & Associates for 19 years and FSC Securities Corp for five years. In addition to his advisory work, Kalis serves as an insurance agent solicitor, providing long-term care, life insurance, and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, employing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Elizabeth Anderson is a Series 66–designated financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Hantz Financial Services and has a background that includes roles at Henry Ford, CQC, Wayne State University, VIP, and Woodhaven High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining separate service structures.