Mark Stutzmann is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he co-owns DANMAR, LLC, a marina property in Montague, MI. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions based on research, diversification principles, and modern portfolio theory.

Matthew Cunningham is a financial advisor with Ameriprise in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Cunningham is the managing partner of Gang of Wolverines LLC. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria, delivering detailed, non-discretionary recommendation reports based on comprehensive modeling and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies, with a focus on algorithmic automation and customized planning within Ameriprise-managed accounts.

James Gallagher Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, offering tailored Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

David Kelton is a financial advisor with LPL Financial in Livonia, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at LPL Financial since 2012 and previously was with Ameriprise from 2007 to 2012. Kelton operates an independent financial advisory business as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, with advice delivered primarily through investment adviser representatives using various investment strategies and supported by advanced operational tools.

Kimberly Horton is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked for 25 years at Whole Foods Market. She is listed as a part owner of Horton Paint Co., a business focused on murals and large paintings, which is operated by her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Roy Stewart is a CFP® certified financial advisor with 45 years of industry experience, currently affiliated with LPL Financial since 2001. He is based in Farmington Hills, MI, and holds a Series 63 license. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with technology and diverse investment strategies.

Ramzi Boyd is a financial advisor with LPL Financial in Southfield, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at Ameriprise and Comerica Securities, where he worked for over two decades. In addition to his advisory work, Boyd has ongoing involvement as a financial advisor with Comerica Financial Advisors. 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 portfolios, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Jessica White is a Planning Consultant at Fidelity Investments, a role she has held since 2026. She has been with Fidelity Investments since 2023, progressing through positions including Financial Services Representative, Financial Representative, and Relationship Manager. Prior to joining Fidelity, Jessica was the owner of Awe-Inspiring Studio LLC from 2017 to 2023. Jessica focuses on creating personalized financial plans tailored to each client's unique goals and financial situations. She emphasizes understanding clients' visions to develop meaningful strategies and provides tailored investment guidance to support their financial well-being. Outside of her professional work, Jessica has interests in art, the beach, cooking and baking, gardening, and theater.

Daniel Fisher is a financial advisor at UBS Financial Services in Ann Arbor, MI, holding a Series 66 license with 11 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America. Fisher serves as Board Chair of the Partnership for the Arts and Humanities in Michigan. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor financial plans.

Joel Michalek is a financial advisor at LPL Financial with 31 years of industry experience. He has held roles at LPL Financial since 2002, with a five-year period at Citizens Securities INC from 2015 to 2020. Outside of his advisory work, Michalek serves as a precinct delegate for the Republican Committee in Northville, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 network of over 22,800 advisors.

Robert Altizer is a financial advisor with Raymond James & Associates in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2004 and has served as a high school sports official since 2006. Altizer is also involved in community organizations, including board membership with ARC of Dearborn/Dearborn Heights and participation in the Dearborn Chamber of Commerce. 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, offering financial planning and investment consulting through various programs and is notable for its municipal advisory services and affiliated institutional solutions.

Jay Peitsch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and its securities affiliates since 2016 and previously spent two years at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering 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.

Tedd Laporte is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has a concurrent role in management at Cooper Standard Automotive, where he has worked for over 20 years. 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 range of financial planning, asset management, and institutional services, delivering advice through a large network of investment adviser representatives who utilize various investment strategies and operational tools.

Nicholas Bageris is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals—including high-net-worth clients—as well as institutional, pension, charitable, and municipal clients, offering a range of financial planning and advisory services supported by firm research and multiple portfolio management styles.

John Rogers is a Series 66-licensed financial advisor with Morgan Stanley, based in Farmington Hills, MI, and has 13 years of industry experience. He has worked with Morgan Stanley since 2013 and has been part of Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and firm-approved methodologies in its financial planning process.

Robert Hinshon Jr. is a Certified Financial Planner® with 50 years of industry experience. He has been with LPL Financial since 2009 and has operated his own advisory practice since 1975. Outside of his advisory work, he is involved in offering non-variable insurance products including life, disability, and long-term care insurance through Hinshon Financial Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management services through a large network of advisors using various portfolio strategies and technologies.

Jay Kempf is a financial advisor at Thrivent Investment Management with 22 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial For Lutherans and Thrivent Investment Management Inc since 2004. He serves as a board member of Glen Eden Memorial Parks and is a director for WELS Lutherans for Life of Michigan, a pregnancy care center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of financial planning topics. The firm offers a planning service separate from portfolio management, emphasizing written recommendations without discretionary trading authority.

Jeffrey Rabon is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 66 and Series 63 credentials and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Rabon is based in Ypsilanti, Michigan. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Kaylie Shepard is a financial advisor with LPL Financial, holding a Series 66 license and two years of industry experience. She has worked at LPL Financial and Affinity Wealth Solutions, as well as Commonwealth Financial Network, with additional experience in educational and elder care settings. 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.

Zachary Bensinger is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 after working at Michigan State University from 2014 to 2018. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and analytical tools but generally does not provide individual security recommendations through standalone planning services.