Gary Pool II is a financial advisor with Merrill in Ann Arbor, MI, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Eaton, Fifth Third Bank, and Eastern Michigan. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Melissa Hodskins is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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 and qualitative research and includes a broad range of derivatives and commodities capabilities.

Andrew Behm is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at OSAIC since 2018, following 13 years at John Hancock/Signator Investors Inc. He serves as a Senior Director of Wealth Management at Michigan Financial Companies and is involved with Vista Maria, a nonprofit organization supporting abused and neglected girls and foster care. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform delivering various managed portfolio and planning solutions.

Brian Squire is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has previously worked at J.P. Morgan Securities and JPMorgan Chase. Squire is registered with Series 63 and Series 66 credentials. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to third-party advisers and proprietary model strategies.

Collin Crowell is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2021, following roles at Bankers Life and other companies. Outside of financial advising, Crowell is involved in music as a co-owner of Mission Think L.L.C., where he writes and composes drum tracks and lyrics. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides retirement income planning advice through a combination of proprietary research and third-party tools. The firm’s approach integrates asset allocation strategies and tax-aware withdrawal methods, primarily offering managed account solutions within its affiliated product ecosystem.

Jeffrey Hess is a financial advisor with Ameriprise in Dexter, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2009. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet certain asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

James Kreutzer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior experience includes 16 years at Merrill and a brief tenure at Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Mike Mc Gowan is a financial advisor with J.P. Morgan Securities based in Plymouth, MI. He holds a Series 66 designation and has 24 years of industry experience, including roles at UBS Financial Services and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sidney Thompson is a financial advisor with Merrill in Ann Arbor, MI, holding a Series 66 designation and two years of industry experience. He has been with Merrill since 2019 and has held various roles in education and retail prior to joining the firm. 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, and institutional investors.

Jason Lindauer is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in wealth management strategies for business owners, senior corporate executives, and high-net-worth families. He has developed customized goals-based approaches that focus on clients' meaningful lifestyle objectives, such as retirement planning, educational funding, and legacy establishment. Jason works closely with clients' accountants, attorneys, and other professional advisors to provide organized and responsive service. Jason joined Merrill in 1985 and holds the professional designations of Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor of Arts degree in Sociology from Adrian College in 1983. Additionally, he has completed advanced training at the Wharton School of the University of Pennsylvania and The University of Chicago Booth School of Business. Jason also serves on the St. Joseph Mercy Hospital Chelsea Board of Trustees. He has been involved in his community as an Assistant Varsity Football Coach at Chelsea High School and served as Mayor of the City of Chelsea from 2009 to 2017. Jason and his wife, Amy, live in Chelsea and have four grown children. His personal interests include cooking, football, golfing, hiking, music, reading, running, skiing, spending time with family, and traveling.

Mitchell Goodin is a financial advisor at Merrill with a Series 66 credential and has two years of experience in the industry. Prior to joining Merrill in 2024, he worked at The Mannik & Smith Group, Inc., Abonmarche Consultants, Inc., RQAW Corporation, and spent four years at the University of Michigan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with various portfolio implementation approaches tailored to client needs.

Dane Smith is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at OSAIC since 2018 and previously spent 34 years at Signator Investors, Inc. He serves as vice president and board member of the Mountain City Alumni Club, where he is involved in meeting planning. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Timothy Paulian is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Prior to his financial services career, he was employed at Utica Community Schools for 19 years. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Dillon Dejong is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Hartman and Tyner. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a variety of program options including Unified Managed Accounts and third-party money manager programs.

Cody Johnson is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America since 2015. Outside of his advisory role, he serves as an advisory board member for the Salvation Army Echelon Board, assisting with chapter expansion and organizational documentation. Merrill, together 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 institutions.

Trevor Tuttle is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation. He joined Merrill and Bank of America in 2026 and has prior experience in various roles across education and sports management. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Szalay is a Series 65–licensed financial advisor with three years of industry experience, currently with Edelman Financial Engines in Novi, MI. She has worked at Edelman Financial Engines and its predecessor firms since 2019, with prior roles at Lifecycle Financial Planners and the University of Michigan - Flint. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through advisor-led and online platforms.

Braye Sonnenberg is a financial advisor at OSAIC with the Series 66 designation and four years of industry experience. His work history includes roles at United Wholesale Mortgage and Michigan Financial Companies. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Jestin Jansen is a financial advisor at Ameriprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. for over 20 years. Outside of his advisory role, he has owned and managed The Jansen Group, LLC, a business related to his Ameriprise advisory activities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. This service delivers written recommendation reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies, with recommendations produced by a centralized team using proprietary research and tools.

Edward Mc Clellan is a CFP® with 18 years of experience at Edward Jones, where he has been an advisor since 2008. He is also the author of a guided journal focused on the emotional and psychological preparation for retirement. Edward Jones is a full-service wealth management firm serving over four million clients, with approximately $1.01 trillion in assets under management and a broad network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and affiliated services under a fiduciary standard.