John Birchler is a CFP®-certified financial advisor with Edward Jones in Plymouth, MI, where he has worked for 26 years. He has 25 years of industry experience and holds a Series 63 designation. Outside of his advisory role, Birchler performs as a wedding vocalist for various churches and families in Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

Matthew Lockwood is a financial advisor at J.P. Morgan Securities in Ann Arbor, MI, holding Series 63 and Series 66 licenses with 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach integrates centralized due diligence and may include an ESG eligibility framework, leveraging affiliates for implementation and portfolio services.

William Langdon Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at VOYA Financial Advisors. In addition, he has been involved with Landon Capital Management Inc. since 1997. 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, third-party asset management, and institutional platforms.

John Dreher is a financial advisor at OSAIC with 43 years of industry experience. He previously worked at Woodbury Financial for 18 years. Dreher holds Series 63, 65, and 66 licenses and is involved in several insurance-related business activities, including serving as president and board member of a fixed insurance agency. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering services such as comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of discretionary and third-party managed strategies.

Damon Garcia is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial plans tailored to their unique goals and priorities. His approach focuses on addressing individual objectives such as funding education, planning for retirement, managing healthcare costs, and achieving long-term family goals. He emphasizes simplicity and transparency throughout the wealth management process. Garcia holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Saint Mary's Preparatory and attended Oakland University.

Kevin Wright is a Financial Consultant currently working at Fidelity Investments. He works directly with clients to develop financial plans that align with their goals, aiming to create strategies that help manage investment risks and provide clients with confidence and peace of mind regarding their financial futures. Kevin has accumulated extensive experience in the financial services industry, holding various roles at Fidelity Investments since 2014, including Financial Consultant, Vice President, and more recently, Financial Consultant. Prior to his tenure at Fidelity, he held positions such as Regional Vice President at Fisher Investments and roles in banking at KeyBank and JP Morgan Chase.

Christie Nelson is a Series 66 licensed financial advisor with Merrill in Farmington Hills, Michigan, and has 25 years of industry experience. She has been with Merrill Lynch since 1994. Outside her advisory role, she works part-time in customer service at Chet Street Gallery on Saturdays. Merrill, along 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 a range of clients including individuals, corporations, and charitable organizations.

Kristin Glahn is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2013, including prior roles at Concorde Asset Management and Concorde Investment Services. Merrill, along 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 institutions.

Jonathon Kugler is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, Northwood University, and Mens Wearhouse. Kugler has also been involved with Mden Inc for several years. 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. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erick Michaelson is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Erick was a Financial Advisor at PNC Investments from 2017 to 2022. Erick's professional approach focuses on the integration of personalized financial planning and investment management, aiming to align clients' priorities with comprehensive planning services covering areas such as retirement and legacy strategies. Outside of his professional responsibilities, Erick engages in activities including cooking and baking, family activities, golf, reading, running, and sailing.

Jack Guiboux is a CFP® certificant affiliated with Charles Schwab, with five years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Northwestern Mutual, Widr, UBS, and Noble Capital Partners LLC. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, supported by a centralized operational structure.

Jeffrey Rogers is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020. Prior to joining Morgan Stanley, he spent three years at Detroit Labs. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and scenario modeling.

Kyle Kuykendall is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his current role, Kuykendall was involved with Triple Threat Bets, LLC and NVIP, LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based financial planning across a broad range of topics, allowing clients to combine planning with managed-account services under a consolidated billing option, while keeping those services separate.

Ashleigh Duffy is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Before joining Merrill in 2021, she held positions at Oakland University, Elementz Salon, Skyzone Trampoline Park, and Menchies Frozen Yogurt. Merrill, along 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Boone is a financial advisor with LPL Financial in Novi, MI, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Edward Jones, and United Wholesale Mortgage. Boone has also been involved in a property and investment business from 2020 to 2024. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Jessica Larive is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Summit Sports LLC, Pure Romance By Jessica Quintana, and Palace Sports and Entertainment. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Krista Ondayko is a financial advisor at UBS Financial Services in Plymouth, MI, with 5 years of industry experience and a Series 66 designation. She has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and capital markets activities.

James Reid is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2011. Outside of his advisory role, he is involved with The Town Pump Saloon, a limited liability company based in Lake City, Michigan. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Sherry Brown is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 1999 and at Roney & Co. since 1998. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.