Hunter Chappell is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked at the University of Michigan Flint and Action Water Sports. Ameriprise serves individuals approaching or in retirement, primarily those with substantial investable assets, by providing retirement-income planning through a centralized consulting team. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Brennan Blaszczak is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to provide personalized investment strategies and advice aimed at helping clients pursue their financial goals. He offers support in areas including personal retirement planning, portfolio management, and retirement income planning, and provides access to banking and lending services through Bank of America. Brennan values taking the time to understand what matters most to his clients, enabling him to tailor strategies that align with their priorities. His expertise covers general investing, retirement planning, and preparation for unexpected financial needs. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alaska System. Outside of his professional work, Brennan enjoys boating, golfing, and playing ice hockey.

Kevin McCarthy is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. from 2016 to 2024. Outside of advisory services, he serves as president of the Long Lake Pines Association, overseeing budgeting, contractual obligations, and board activities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual, corporate, and charitable investors.

Michael Ringler is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 28 years of experience in the financial services industry, including long-term roles at Avantax and his own firm, Ringler & Co., PC. He is also the owner of Ringler Wealth, LLC, through which he provides financial services and insurance brokerage, specializing in life, long-term care, and fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements with clients.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Daniel Fisher is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. His career includes roles at Raymond James Financial Services, Royal Alliance Associates, and Michigan Financial Companies. Outside of advising, he owns a small gutter cleaning business serving residential neighborhoods. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and various organizations, offering financial planning and consulting with a range of portfolio management styles and municipal advisory services.

Dan Thornton is the Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 1998, progressing through various roles including VP, Financial Consultant; VP, Regional Planning Consultant; Work Place Guidance Consultant II; Regional Consultant; Regional Education Consultant; and Financial Consultant. Prior to joining Fidelity, Dan worked as an Investment Executive at UBS and as a Personal Financial Advisor at American Express Financial Advisers (Ameriprise). Dan focuses on co-creating comprehensive wealth plans that help clients utilize employer benefits, accumulate savings, manage spending, protect assets, and transfer wealth. His approach incorporates principles of investing and income diversification tailored to client preferences. Outside of his professional work, Dan enjoys boating, bowling, cooking and baking, fitness, golf, and softball.

John Rochow is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a partner on the Locniskar Pursel Biddinger Nienberg Rochow Group. He has over 15 years of experience advising ultra-high net worth clients across the United States, specializing in assisting individuals and families experiencing significant liquidity events or money in motion. His work includes advising founders and C-suite executives preparing for business sales or IPOs, athletes and entertainers signing large contracts, professionals and entrepreneurs seeking wealth growth, and family members reallocating funds due to retirement, divorce, or inheritance. John provides financial services and strategies that address the complexities of substantial wealth, focusing on investment consulting, wealth management, concentrated stock strategies, and investment banking services. He also offers access to philanthropic, trust, and estate planning services through Bank of America. John holds several certifications, including Certified Private Wealth Advisor® (CPWA®), Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®), and Certified Plan Fiduciary Advisor® (CPFA®). He earned his bachelor's degree from the Stephen M. Ross School of Business at the University of Michigan. Beyond his professional work, John is involved in various community organizations and has served on the boards of the Birmingham Detroit Country Day School Alumni Club, the Detroit Institute of Arts Founders Junior Council, and the Stephen M. Ross School of Business Alumni Club of Southeast Michigan. He is a member of several golf clubs, including Concession Golf Club in Florida and Detroit Athletic Club in Michigan. John enjoys boating, golfing, and skiing in his personal time.

Aiden Krause is a financial advisor with Mass Mutual Investors Services in Bloomfield Hills, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Co, Krause worked for three years at Detroit Manufacturing Systems. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Nicholas Huizenga is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. His prior background includes various roles outside of the financial industry, such as working at The Session Room and Michigan State University Culinary Service. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through written recommendation reports and ongoing advice targeting dependable income sources and tax-aware withdrawal strategies.

Keith Nast is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has held positions at Cetera Wealth Services, Concourse Financial Group Securities, Lincoln Financial Securities, and Independent Advisors Group. Nast also operates Nast Financial Solutions LLC, where he offers securities advice alongside life and annuity insurance products. Cetera Investment Advisers LLC is an SEC-registered firm servicing individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. It offers a multi-manager platform with various portfolio management, financial planning, and retirement service options across discretionary and non-discretionary programs.

Michael Burkhardt currently serves as a Financial Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2023. His professional experience also includes positions at Bank of America - Merrill Lynch, where he was an Assistant Vice President and Financial Solutions Advisor from 2019 to 2022, and participated in the National Advisor Development Program from 2018 to 2019. Throughout his career, Michael has partnered with clients to address a range of financial needs, aiming to build lasting relationships. His expertise spans investment consulting and financial solutions advisory. Outside of his professional work, he enjoys spending time with friends, attending social events, and playing golf.

Ryan Marier is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors Corporation for 12 years. In addition to his advisory role, he is involved as an insurance agent offering various insurance products and owns a financial planning entity that manages his business expenses. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm employs a range of investment strategies supported by proprietary tools and offers integrated brokerage and advisory services, with access to multiple third-party managed account solutions.

Michael Petee is a financial advisor with Ameriprise in Troy, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2019 and previously worked at DishOne and Student Painters. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Oskey is a financial advisor with LPL Financial based in Rochester, MI, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Inc. and Firstmerit Bank. Outside of his advisory work, he is involved with businesses such as Oskey Investment Group LLC and Christopher Care, Choosing Life. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Michalski is a financial advisor with Morgan Stanley in Rochester, MI, holding a Series 66 designation. She has experience working with several firms since 2020, including Planning Alternatives and Hoover & Associates. Prior to her advisory roles, she held positions in diverse sectors such as retail at Home Depot and at the University of Hawaii at Manoa. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Kellie Hueter is a financial advisor with Stifel, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a wide range of clients, including individuals, institutional entities, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

William Jeffrey Jr. is a financial advisor with LPL Financial in Troy, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial for over 31 years. Outside of his advisory role, he manages William Jeffrey & Associates, which provides non-variable insurance and tax preparation services, and he serves as a Notary Public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers comprehensive financial planning, advisory programs, and brokerage services, utilizing research and model portfolios to support both discretionary and non-discretionary management strategies.

Joshua Elkin is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Charles River Laboratories and Western Michigan University. Outside of finance, he has experience in fitness and wellness and landscaping. 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.

Lorri Freed is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial in Rochester, MI. She previously worked for over two decades at Sigma Financial Corporation before joining LPL Financial in 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.