Kyle Schroeder is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at various divisions of Raymond James since 2020. Prior to his advisory career, he was employed at Prospect Airport Services for four years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through several programs and provides municipal advisory services alongside a broad range of portfolio management options.

Alicia Mc Govern is a Series 66-licensed financial advisor with Edward Jones in Belleville, MI, where she has worked since 2007, totaling 18 years of industry experience. Outside of her advisory role, she is president of Womens Wealth and Wellness, a nonprofit focused on women’s education and health initiatives. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a network of approximately 23,701 financial advisors nationwide.

Daniel Dickhudt is a financial advisor at Thrivent Investment Management with 27 years of industry experience. He has been with Thrivent and its affiliated entity, Thrivent Financial for Lutherans, since 2002. Outside of his advisory role, he serves as President of DLPROPERTIES LLC, a company involved in managing rental properties. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers comprehensive, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Daniel Pason is a Series 66-licensed financial advisor with Osaic, based in Trenton, MI, with four years of industry experience. Prior to joining Osaic in 2022, he worked at The Accounting Office, Inc. and The Hantz Group. He is a partner in several business ventures including Redsky Agency LLC, which handles sales of fixed annuities and non-variable insurance products, and Redsky Tax LLC, providing tax planning and preparation services. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Xiaodi Wang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. Wang holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, HSBC Bank USA, and Wells Fargo Bank. 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 through a non-discretionary advisory program. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering a broad range of investment and market-facing services.

Ronald Evans is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Raymond James Financial Services since 1999. He is also an associate at Walker Financial Services, where he serves as Vice President and Financial Advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach with analytical tools to support client goals and maintains specialized programs in municipal advisory services and SIMPLE IRA consulting.

Jessica Nuhaj is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, she worked at Equitable Advisors and is involved in operating Farmers Café 1 LLC, a business she has owned since 2017. 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 financial planning and advisory programs, utilizing discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

William Stemzynski is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and previously worked at Meritor Inc. from 2015 to 2020. Outside of his advisory role, he owns W & E Construction & Design LLC, a business intended for house flipping as a hobby, though he currently does not actively operate it. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Kinunen is a financial advisor at Osaic Wealth, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for Hantz Financial Services for 12 years before joining Osaic in 2025. Outside of his advisory role, Kinunen assists with client meeting preparations and administrative tasks as a registered assistant at REDSKY Financial LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through an extensive network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, employing advanced asset-allocation tools and providing access to a range of investment options and third-party money managers.

John Serb II is a CFP® professional with 10 years of experience at Edward Jones. He has been with Edward Jones since 2016. Outside of his advisory role, he is president of two companies involved in property holding and consulting. Edward Jones is a wealth management firm serving both individual and institutional clients with a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a notable national presence with over 23,000 financial advisors.

Nicholas Hawk is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise and National Planning Corporation. Outside of his advisory work, he serves as a caregiver in a part-time capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, and institutions, offering a range of advisory programs and financial planning services.

Zachariah Penwell is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously managed a chiropractic clinic while also providing nutritional consultations for Metagenics. Prior to his financial advisory role, he worked in healthcare and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Thomas Kalis is a financial advisor with Osaic Wealth, Inc. in Trenton, Michigan, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Raymond James & Associates for 19 years and FSC Securities Corp for five years. In addition to his advisory work, Kalis serves as an insurance agent solicitor, providing long-term care, life insurance, and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of advisors, employing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Natalie Fox is a Series 66-credentialed financial advisor with Thrivent Investment Management. She has one year of industry experience, including prior roles at PNC Bank and Western Governor's University. 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 planning on a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Elizabeth Anderson is a Series 66–designated financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Hantz Financial Services and has a background that includes roles at Henry Ford, CQC, Wayne State University, VIP, and Woodhaven High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining separate service structures.

William Bynum is a financial advisor with Ameriprise based in Trenton, Michigan. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. Prior to his current role, he worked at Ameriprise Financial Services, Inc. for 15 years. Outside of advising, he is involved in real estate business ownership. Ameriprise provides retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a research-driven and algorithm-supported approach to retirement income recommendations.

Jeff Guthrie is a financial advisor with Cetera in Dundee, MI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at The Huntington National Bank and its affiliated investment companies. Cetera Investment Advisers LLC serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Vonda Grant is a CFP® professional with 33 years of industry experience, currently serving at Raymond James & Associates since 2012. She holds the Series 63 and Series 65 licenses and is based in Wyandotte, MI. Raymond James & Associates is a large 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 non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Marc Ganop is a financial advisor with OSAIC in Riverview, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Signator Investors, Inc. and John Hancock Mutual Life Insurance Co. for 21 years each. Outside of his advisory role, he operates a tax preparation sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various advisory platforms and asset-allocation tools, offering discretionary and non-discretionary portfolio management options.

Honesty Clark is a Series 66-licensed financial advisor with Edward Jones, bringing experience from over a decade in the corporate sector, including roles at Tenneco Inc. and Yazaki North America Inc. Clark has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and strategies supported by a large nationwide network of financial advisors and branch offices.