Ryan Anderson is a financial advisor with Ameriprise in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. He has been with Ameriprise and its affiliated entity since 2016. Outside of his advisory role, Anderson serves on the Board of Directors for Leo Flight Corporation and is a board member of the Stadium Commons Condo Association, in addition to owning and managing several business entities including A2 Business LLC and Clarity 9 Holdings, LLC. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated and sub-advised investment options.

Katti Jankowski is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 16 years of industry experience. Prior to joining Wells Fargo in 2026, Jankowski spent 14 years at Stifel Nicolaus & Co Inc. Wells Fargo Advisors is a national securities firm with over 14,000 financial advisors and approximately $671 billion in assets under management. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients.

Zahra Mehraban is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and 38 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, she is a partner in Gang of Wolverines LLC, a business unrelated to investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that incorporate tax-aware withdrawal strategies and Social Security options.

Luke Bageris is a financial advisor at Raymond James & Associates with three years of industry experience. He previously worked at Shawmut LLC for four years and has held positions outside the financial sector, including at Plum Hollow Country Club. 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 broad client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and consulting services primarily through non-discretionary relationships.

Jodi Goodhew is a financial advisor with Merrill in Farmington Hills, MI, holding Series 63, 65, and 66 licenses with 12 years of industry experience. Prior to joining Merrill in 2020, she worked in education at Novi Woods Elementary and in retail at Kirklands. Outside of her advisory role, she is a joint owner of a long-term rental property. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Robert Finn is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Outside of his financial career, he assists with a family wedding and event planning business, Tricia Finn Events, LLC, contributing to event setup and logistics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Anthony Menna is a financial advisor with Raymond James & Associates in Ann Arbor, MI, holding a Series 66 designation and eight years of industry experience. He has worked exclusively with Raymond James & Associates since 2016. 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, pension and profit-sharing plans, and municipal entities, offering a range of financial planning and consulting services supported by comprehensive research and multiple portfolio management styles.

Gary Meharg is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Securities America Advisors and Securities America, inc. for eight years each. He is also involved in insurance and business entities including Professional Insurance Management, Inc. and Financial Synergy Group, Ltd. 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 broad range of financial planning and investment options through a large network of investment adviser representatives.

Lori Lessel is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 63 designation and 18 years of industry experience. She previously worked at Stifel, Nicolaus & Company, Inc. for 21 years before joining Wells Fargo in 2026. 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 provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Peter Buhl is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized strategies aimed at supporting their long-term financial goals. He joined Fidelity Investments in 2023 and has held several roles within the company, including Financial Representative and Investment Consultant. Throughout his tenure at Fidelity, Peter has gained experience in financial consultation and investment advising. His progression within the firm reflects his commitment to assisting clients in managing their financial portfolios. Outside of his professional responsibilities, Peter has interests in cars, fitness, football, golf, soccer, and traveling.

Kevin Elbinger is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera where he has worked since 2013. He holds Series 63 and Series 66 registrations and operates out of Farmington Hills, MI. Outside of his advisory role, Elbinger serves as a board member for the Jewish Federation of Metro Detroit and ORT America - Michigan Region, participating in fundraising activities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, as well as institutional accounts. The firm offers various portfolio management and financial planning services through a broad network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary investment options.

Makram Talia is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He was previously with UBS Financial Services for 15 years before joining Raymond James in 2026. Outside of his advisory role, he has been involved as an investor and partner in a real estate venture. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Pizzo is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Bank of America and Merrill since 2003. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Justin Bennett is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Commonwealth Financial Network for 12 years before joining LPL Financial and Select Financial Services, LLC. Outside of advisory work, he is a co-owner of Bluepath, LLC. 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 services including financial planning, model portfolio programs, and institutional platforms, combining scale and diverse financial activities with oversight of more than $819 billion in discretionary assets.

Steven Schmidt is a financial advisor with J.P. Morgan Securities in Ypsilanti, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities in 2021, he worked at JPMorgan Chase Bank, N.A., and has experience in insurance and media. Outside of his advisory role, he is involved as an Independent Business Owner with Amway, a multi-level marketing company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, manager searches, and customized performance reporting. The firm uses a centralized due diligence process with a combination of quantitative and qualitative research and incorporates ESG frameworks in its recommendations.

Melissa Marrero is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Bank One since 1997, joining J.P. Morgan Securities in 2012 and Jpmorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a dedicated group of Wealth Advisors. The firm's advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Calvin George is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity in 2025, he spent 11 years at Georgetown Wholesale LLC, where he was the sole proprietor and handled bookkeeping for a wholesale business selling items on Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management as well as fund advisory services. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.

Mary Greener is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF and Kiel Center Partners/St. Louis Blues. 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 broad client base including individuals, institutions, and charitable organizations, offering financial planning and consulting services with a focus on tailored, non-discretionary advice supported by diversified portfolio management styles and affiliated research.

Bradley Augustine is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at LPL Financial since 2014 and was previously with Larson Financial Group, LLC from 2012 to 2014. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.