Garrett Chiodini serves as a Planning Consultant at Fidelity Investments, where he assists clients in implementing and monitoring retirement plans tailored to their individual goals. He focuses on building strong, trusting relationships by understanding clients personally and partnering with them to develop confident strategies. Garrett aims to provide clear guidance and ongoing support to help clients live and retire with peace of mind. His professional experience at Fidelity Investments includes roles as Planning Consultant since 2026, Relationship Manager from 2025 to 2026, and Financial Representative from 2023 to 2025. Prior to joining Fidelity, he held positions at Hantz Financial Services as a Planning Assistant in 2023 and a Planning Analyst Intern from 2022 to 2023. Outside of his professional work, Garrett enjoys a range of outdoor activities including camping, football, golf, hiking, and other outdoor adventures.

Kevin Peltier is a Financial Consultant at Fidelity Investments, a position he has held since 2021. Prior to this role, he served as an Investment Consultant at Fidelity from 2020 to 2021, and began his career with the company as a Financial Representative in 2020. In his professional capacity, Kevin focuses on helping clients plan, manage, and grow their wealth over time while aiming to avoid common financial mistakes. He emphasizes treating clients with the same respect and consideration he would expect for himself, ensuring that recommendations are suitable for each client's individual circumstances, family, and future. No information regarding Kevin's education, credentials, personal interests, or community involvement has been provided.

Laura Hung Bastuba is a financial advisor with Equitable Advisors in Rochester, MI, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2006. Outside of her advisory role, she is president and owner of Lakeshore Benefit Group Inc. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

James Smith is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked at CJSJ Strategy Advisors, McLaren Medical Group, Beaumont Health, and is currently involved with Grand Blanc Community Schools. 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 including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by a range of portfolio management styles and firm research.

Carlo Manzella is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as prior experience in several other fields, including operating a DJ service. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Susan Reck is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager with Merrill Lynch Wealth Management. In her role, she works with successful individuals, families, business owners, and non-profits to develop personalized financial strategies that address their full financial picture. Susan manages client portfolios on a discretionary basis, incorporating a range of investment options such as individual stocks and bonds, Merrill model portfolios, and third-party strategies to help clients pursue their financial objectives. With extensive experience since joining Merrill in 1972, Susan’s expertise spans wealth preservation, retirement planning, estate transfer strategies, tax minimization, and philanthropic planning. She emphasizes a disciplined, long-term investment approach tailored to each client’s risk tolerance and goals. Her client focus areas include education planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and corporate investment strategies. Susan holds a Bachelor’s Degree from Florida Atlantic University and the Personal Investment Advisor (PIA) designation. She describes herself as thoughtful, thorough, and patient when working with clients. Outside of her professional activities, Susan enjoys golfing, reading, tennis, traveling, and watching movies.

Hannah Lange is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019. Her prior experience includes roles at the Richard DeVos Graduate School, Gavin & Associates–Raymond James, and Northwood University. Outside of finance, she worked briefly at StreamSide Restaurant. 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, pension plans, corporations, and charitable organizations.

Kristina Mc Grath is a financial advisor with Edward Jones in Bloomfield Hills, MI. She holds a Series 66 designation and has been working at Edward Jones since 2023. Prior to entering the financial industry, she gained experience in hospitality and retail sectors, including roles at J. Alexander's and Great Harvest Bread Company. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and managed solutions, operating under a fiduciary standard and maintaining a large network of financial advisors and branch offices nationwide.

Amanda Deveaux is a Series 66-licensed financial advisor with 11 years of industry experience. She has worked at Morgan Stanley since 2023 and was previously with Ameriprise for eight years. Outside of her advisory role, she is involved with two Michigan-based businesses focused on event planning and staffing services. Morgan Stanley Wealth Management serves individuals and institutional clients with tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including scenario modeling, to support its services.

David Cook is a financial advisor with J.P. Morgan Securities in Troy, MI, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and with JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he owns and operates Reel Rehab LLC, a fishing reel repair service. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Samikka Cannon is a Financial Advisor at Merrill Lynch Wealth Management. She is recognized as a Personal Investment Advisor (PIA) and focuses on creating customized financial plans designed to grow with her clients. Her expertise includes areas such as Corporate Executive Services, Divorce Transition Planning, Education Planning, Executive Compensation, Managing New Wealth, Personal Retirement Planning, Special Needs Planning Strategies, Women and Wealth, Sports & Entertainment, and both Individual and Corporate Investment Strategy. Ms. Cannon holds a High School Diploma/GED from Pontiac Northern High School and an Associate's Degree from Oakland Community College. She is actively involved in professional and community organizations, including Moms To Moms and Trinity Church. Her community involvement extends to contributions with the American Red Cross and Habitat for Humanity. Beyond her professional work, Samikka is a dedicated wife and mother of four. She enjoys activities such as baseball, basketball, boating, camping, football, golfing, hiking, music, reading, and spending time with her family. Her approach centers on helping clients uncover what matters most to them and their families to create strategies that pursue their financial goals.

Sarah Grosch is a financial advisor with J.P. Morgan Securities in Rochester, MI, holding Series 63 and Series 66 credentials and having 22 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework. The firm delivers services through a select group of Wealth Advisors on a non-discretionary basis, recommending funds and strategies approved through its internal review processes.

Jake Dandurand is a financial advisor at Osaic Wealth Inc. with a Series 66 designation and one year of industry experience. Prior to joining Osaic, he spent eleven years at Christian Financial Credit Union. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Michael Kohler is a financial advisor with Ameriprise in Commerce, MI, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendations through a centralized consulting team.

Joseph Tenbusch is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ryan De Cook is a financial advisor with Edward Jones in Rochester, MI, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Patrick Hillman is a financial advisor at LPL Financial with 13 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, Merrill, Bank of America, and Jackson National Life Distributors. He is also involved with Vibe Credit Union in a wealth management capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Burch is a financial advisor with Wells Fargo Clearing in Troy, MI, holding a Series 66 license and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he is involved in promoting furniture sales through a business he co-owns with his spouse and holds a partial ownership in a Cartridge World franchise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Sarah Moore is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at Merrill since 2016, following a brief tenure at LPL Financial. 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 investment strategies for individuals, high-net-worth clients, and various institutional investors.

Anthony Righi is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Spc and Sigma Financial Corporation. He is also actively involved as a voting board member at Austin Catholic High School and plays guitar for his church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors with financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies across multiple platform arrangements, providing discretionary and non-discretionary investment solutions tailored to client objectives.