Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.

James Downing is a CFP®-designated financial advisor with Ameriprise in Ann Arbor, MI, and has 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages Mountain Tulip Inc., an investment-related business. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce personalized written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Jason Loiselle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Before joining LPL Financial in 2019, he spent nine years at H. Beck, Inc. He is also involved in tax preparation and accounting through Nornarf, Inc. doing business as Loiselle & Associates, and serves on the board of the Loiselle Foundation, a nonprofit organization. Additionally, he is active as a musician with Saoco. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management options and supports advisors with research and operational tools while managing over $819 billion in discretionary assets across more than 22,800 advisors.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Community Choice Credit Union, LifeMark Securities Corp., and Foresters Equity Services, Inc. Robinson has also worked as an independent insurance agent. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wendy Taylor is a financial advisor at Edward Jones with a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has a land contract interest jointly held with her husband. 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. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Joseph Colletti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and proprietary market simulations.

Marla Alati is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 29 years. Alati is also involved in independent insurance brokering, including fixed annuities and universal life products. 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, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Todd Sander is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years with Voya Financial Advisors. Outside of his advisory role, he has been involved with Northville Public Schools since 2002 and Baldwin Capital Management, Inc. since 1999. 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. The firm offers various financial planning and asset management solutions through a large network of investment adviser representatives.

Andrew Cronk is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. His career includes roles at Cambridge Investment Research, Inc. and Securities America, Inc. He is also active as a real estate agent with New Michigan Realty. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Evan Kaczka is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Retirement Plan Services LLC and Gwfs Equities, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a formal alternative investment process.

Christopher Davidson is a financial advisor with Edelman Financial Engines in Novi, MI, holding Series 63 and Series 66 credentials and 19 years of industry experience. His career includes roles at Ameriprise and several Edelman-affiliated entities dating back to 2011. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary management options.

Andrew Breaugh is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he works with clients to simplify their financial lives and help them achieve their financial goals and aspirations. He follows a comprehensive approach to wealth management that connects all aspects of his clients' financial lives. Andrew graduated from Kalamazoo College with a Bachelor of Arts degree in Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his current role, he worked as a Mortgage Loan Originator licensed in multiple states, tailoring mortgages to align with clients' individual financial and life goals. In addition to his professional work, Andrew is involved in community volunteering. He enjoys personal interests such as baseball, boating, cooking, football, golfing, ice hockey, skiing, and spending time with his family.

Barry Weisberg is a CFP® with 42 years of industry experience, currently serving at Morgan Stanley since 2010 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and is based in Farmington Hills, MI. Outside of his advisory role, Weisberg is a director and treasurer of the Harvey & Lucille Weisberg Family Foundation, where he provides investment advice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models in its financial planning process.

Matthew Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Andrea Barbee Battagin is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Matthew Gibson serves as the Resident Director at Merrill Lynch Wealth Management in the Ann Arbor office. He works primarily with successful business leaders, professionals, and families, helping them plan for financial security and achieve their long-term objectives. Matthew and his team implement a process addressing key life aspects such as family, occupation, recreation, retirement, philanthropy, and legacy, tailored to clients' lifestyles and goals. Matthew holds a Bachelor of Science degree in Biophysics from Brigham Young University, as well as a Master's and Doctorate of Philosophy in Biomedical Engineering from the University of Michigan. He holds professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition, he maintains Series 7 and 66 FINRA registrations and licenses in long-term care, life, and health insurance. Outside of his professional role, Matthew lives in Michigan with his wife and family. He is involved with community organizations such as Dexter Little League, Blue Ocean Entrepreneur Competition for High School Students, the National Invention Convention, and the Tauber Alumni Board for the Tauber Institute of Global Operations. His personal interests include baseball, camping, football, music, reading, running, and spending time with family.

James Potter Jr. is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2011. Additionally, he has worked with Community Financial Credit Union since 2004, where he serves as an advisor and is compensated through salary and commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs advanced technology tools to support operational and research functions.

Timothy Godin is a financial advisor at Raymond James & Associates with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Raymond James since 2018, following two years at Wells Fargo Clearing. Raymond James & Associates, Inc. is a large registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized advisory services.

Michael Balagna is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He has been with LPL Financial since 1997. 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 advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers.