Edward Maedel II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Sigma Financial Corporation before joining Cambridge in 2018. Maedel serves on the endowment board of St. Peters Lutheran Church in Richmond, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Steven Dodson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 with PaineWebber (now UBS) and has since focused on retirement income planning, education savings, and wealth management strategies. Steven holds Series 7, 63, and 66 FINRA registrations, along with life, health, and variable annuity licenses. He also holds the Chartered Retirement Planning Counselor™ designation, among other professional credentials including CFP, CPFA, PIA, and RAFA. Steven works with individuals, families, and corporate executives to develop and proactively manage personalized wealth management strategies designed to preserve income and grow assets. His areas of client focus include corporate executive services, divorce transition planning, legacy planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. He emphasizes building enduring relationships based on trust, integrity, and confidentiality. He holds a Bachelor's Degree from Oakland University and resides in Rochester, MI with his wife and two sons. In his free time, Steven enjoys biking, boxing, golfing, music, running, swimming, and yoga.

Kerigan Schmidt is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. Prior to joining Raymond James, Schmidt worked at Morgan Stanley for four years and has held positions in both corporate and self-employed roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and high-net-worth clients, institutional investors, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through an affiliated municipal advisor.

Stephen Schocke is a financial advisor with Thrivent Investment Management in Sterling Heights, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans since 2009 and with Thrivent Investment Management Inc. since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option known as “WealthPlan,” maintaining separate planning and management services.

Paul Dries is a financial advisor with Edward Jones in Utica, MI, holding Series 63, 65, and 66 credentials and seven years of industry experience. He has worked at several firms including Ameriprise, The Prudential Insurance Company of America, and J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jordan Hessling is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at Fifth Third Bank and Bank of America, N.A. before joining Merrill. 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 institutional investors.

Gerald Milliken is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at JPMORGAN Chase Bank, N.A. for 19 years before joining his current firm in 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized investment recommendations.

Matthew Zandi is a financial advisor with Raymond James & Associates, holding Series 63 and 65 designations and bringing 31 years of industry experience. He has been with Raymond James since 2009. Outside of his advisory role, he serves as a director at Hunt Club, a farming-related business in Pontiac, Michigan, where he advises on operational and capital improvement matters. Raymond James & Associates is a large dually 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 institutional fiduciary solutions with a range of portfolio management styles and affiliated research resources.

Tyler Prisby is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2023. Prior to his financial career, he was affiliated with Lutheran High Northwest and Oakland University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that covers various topics, including retirement and estate planning, with an option to combine planning with managed-account services under a consolidated billing program.

William Powers Jr. is a ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with LPL Financial, having joined in 2023 after ten years at Cetera Advisors LLC. Powers also owns Powers Financial Resources LLC and serves as a board member of Hedgehog Health, a for-profit organization. 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. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

Jake Spaccarotelli is a financial advisor with Raymond James & Associates in Troy, MI, holding a Series 66 designation and eight years of industry experience. He has been associated with various Raymond James entities since 2014. 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 wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

V Adams is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, V Adams collaborates one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Leveraging investment insights from Merrill and banking solutions from Bank of America, V Adams focuses on creating flexible wealth management plans responsive to evolving market conditions. V Adams holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Their educational background includes a High School Diploma from Fordson. Committed to community involvement, V Adams follows the Merrill tradition of serving local organizations through volunteer work.

Timothy Flint Jr. is a financial advisor with Equitable Advisors in Troy, MI, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Equitable Advisors since 2015 and previously worked at Axa Advisors, LLC. Flint is a partner at Mosaic Capital Group, LLC, and serves as a board member for Dunham Hills Golf Course through Closer to the Originals LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, providing 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, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

William Turner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Concorde Investment Services. Outside of advising, he is involved in managing a payroll and HR business, MTF Management Incorporated. Cetera is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Everett Latos is a Financial Advisor at Merrill Lynch Wealth Management, where he has been contributing since 2020. In his role, he employs a goals-based planning methodology to assist clients in achieving their financial objectives. Everett focuses on areas such as retirement planning, investment management, fiduciary services, and wealth management strategies, including family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. With expertise in asset allocation and adapting financial strategies as they evolve, Everett leverages the resources of Merrill to create customized financial plans tailored to his clients' goals. He holds a business degree from Hope College in Holland, Michigan, and carries professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). In his free time, he enjoys outdoor activities such as hiking, running, and skiing.

Frank Cooney is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals, serving as a resource for investing, retirement planning, and financial preparedness. He also offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Frank specializes in implementing tax-efficient wealth strategies aimed at multigenerational wealth preservation. His approach is disciplined and personalized, assisting clients in navigating complex financial decisions. His primary objective is to help families protect, grow, and transfer their wealth as efficiently as possible, with client focus areas including family wealth management strategies, managing new wealth, and tax minimization. He holds a Bachelor's Degree from Eastern Michigan University and a Personal Investment Advisor (PIA) designation. Outside of his professional work, Frank's personal interests include antiquing, fishing, hiking, reading, and spending time with his family.

David Brazen is a financial advisor with Ameriprise in Troy, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in consulting through his own business and serves as treasurer on the board of directors for a homeowners association. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Anne Macintyre is a financial advisor at LPL Financial with 23 years of industry experience. She holds a Series 66 designation and has been with LPL Financial since 2006. Anne is also involved in referring legal cases to local attorneys in accordance with state law. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches.

Richard Shaheen is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He has previously worked at Sigma Planning Corporation and Sigma Financial Corporation and has operated Rick Shaheen & Associates since 1992. Outside of financial advising, he serves as president of the Metropolitan Detroit Chorale and is involved in local business networking groups. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.