Douglas Pastor is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and UBS Financial Services. Pastor is also involved with Integrity Investment Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Frederick Walz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of its investment models.

Gary Fisher is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Oak Point Financial Group, Inc. from 2010 to 2017. Outside of his advisory role, Fisher is an author of several marketing and motivational books and occasionally teaches business and economics as an adjunct faculty member at Olivet College. He also contributes articles on automotive and local history to a local newspaper and operates a publishing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party subadvisors, and various investment strategies.

William Gieselman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2007. 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 that includes individuals, institutional clients, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Michelle Loney is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 designation and 13 years of industry experience. She worked at Merrill from 2014 to 2022 before joining Raymond James & Associates, where she has been since 2022. 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 municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research.

Brock Cooper is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley and its private bank since 2017, with earlier experience at TIAA-CREF. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm‑approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors as well as corporate agreements.

Jared Whittey is a financial advisor with LPL Financial in Swartz Creek, MI, holding a Series 66 credential and 26 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Kyle Robinson is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for First Class Athletics for six years. Outside of advisory work, he is the president and owner of Monroe Ridge Properties LLC, a real estate business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Nathan Morris is a Planning Consultant at Fidelity Investments, where he collaborates closely with financial consultants to identify opportunities within clients' financial situations. His role involves simplifying complex financial topics to ensure clients feel informed and supported throughout the planning process. He joined Fidelity Investments in 2024 and has held several positions, including Investment Solutions Representative and Customer Relationship Advocate, before becoming a Planning Consultant in 2025. Outside of his professional work, Nathan enjoys fitness, hiking, outdoor adventures, spending time with pets, and traveling.

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and providing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Stonebridge Office Park Condo Association and is involved in consulting for a food and beverage services business. 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, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of her advisory role, she serves as a notary public and acts as a personal representative for her domestic partner's estate. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment products such as insurance-related vehicles and bank deposit sweep options.

Stevi Edmunds is a financial advisor at Merrill Lynch Wealth Management specializing in personal retirement planning, family wealth management strategies, legacy planning, education planning, and retirement income. She is dedicated to helping individuals, families, and businesses achieve their financial goals through a client-centric approach that focuses on creating personalized wealth management strategies. Her expertise includes investment planning, tax-efficient strategies, and risk management. Stevi holds a Bachelor's Degree from Franklin College and maintains professional designations including Accredited Asset Management Specialist (AAMS), CERTIFIED FINANCIAL PLANNER® (CFP), and Personal Investment Advisor (PIA). She emphasizes building long-term relationships based on trust and integrity, tailoring financial plans to each client's unique perspectives and priorities. As a Merrill advisor, she aims to connect all aspects of her clients’ financial lives to help prioritize and pursue their most important goals. Beyond her professional work, Stevi is involved with Rotary and enjoys boating, fishing, and spending time with her family.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

David Kelly is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding a Series 66 credential and 18 years of industry experience. He has been with Raymond James & Associates since 2011. Kelly serves on the finance and investment committees of two nonprofit organizations, Catholic Charities of Shiawassee and Genesee Counties and Friends of the Children—Detroit chapter. 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, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Ryan Ames is a financial advisor with Raymond James & Associates in Grand Blanc, MI, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Raymond James & Associates since 2015. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and municipal advisory services.

Lauren Demers is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she serves on the Board of Directors and as Treasurer of the Grand Blanc Huntsman's Club. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivering tailored advice primarily for clients with Ameriprise-managed accounts.

Edward Walterhouse II is a financial advisor with Ameriprise, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America. Walterhouse also worked at the University of Michigan for two years. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing detailed Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Rebecca Chase is currently serving as Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She began her tenure at Fidelity Investments in 2023 as a Financial Consultant, progressing through roles including Branch Leader until 2025. Rebecca's professional journey includes experience as Vice President and Financial Consultant at Charles Schwab & Co. from 2021 to 2023, as well as senior management roles within Schwab Private Client Investment Advisory and Schwab Advised Solutions between 2018 and 2021. Rebecca's expertise encompasses leadership and financial consulting within prominent investment firms. In her current role, she focuses on team empowerment, collaboration, and driving sustainable growth. Her approach involves embracing challenges, inspiring innovation, and fostering environments where people thrive. Outside of her professional responsibilities, Rebecca has interests in concerts, social events with friends, movies, parenthood, pets, and traveling.

Richard Lewis II is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Airgas USA, LLC for twelve years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.