Ted Campbell is a Financial Consultant currently working at Fidelity Investments since 2019. He has extensive experience in the financial services industry, having held positions such as Senior Investment Consultant at TD Ameritrade from 2018 to 2019, Financial Consultant at E*TRADE from 2015 to 2018, Financial Consultant at PNC Bank from 2014 to 2015, and Relationship Banker at JP Morgan Chase from 2012 to 2014. Ted focuses on partnering with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency in his work. He holds a California Insurance License.

Mary Warner is a CFP®-certified financial advisor with 16 years of industry experience. She currently works at Stifel and has held previous roles at Destination Wealth Management and Wells Fargo Investments. Mary also worked at Sprout House Natural Foods Market for one year. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Larry Wright Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His career includes roles at Foresters Financial Services from 2011 to 2019 and with Cetera Investment Services LLC since 2019. He is based in Farmington Hills, MI. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party investment managers across multiple program platforms.

Grant Burkhard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients, Financial Consultants, and Wealth Management teams to develop strategies that support clients' unique planning needs. Prior to his current role, Grant served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Through these roles, he has gained experience in client relationship management and financial representation. Additional information regarding Grant's education, credentials, personal interests, or community involvement has not been provided.

Mark Macarthur is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he works closely with Fidelity Private Wealth Management clients to assist them in building, preserving, and transferring their wealth. He serves as the primary point of contact for clients in developing their overall wealth strategy. Mark coordinates a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to co-create and implement tailored financial plans based on each client's individual situation. He has been with Fidelity Investments since 2008, initially serving as Vice President Financial Consultant before advancing to his current position in 2014. Outside of his professional responsibilities, Mark's personal interests include biking, fitness, football, and swimming.

Sherwyn Mistry is a financial advisor at UBS Financial Services with 39 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the proprietor of a vacation home business under Riverhouse Capital Management LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management to tailor solutions based on proprietary research and model-based asset allocations.

Brian Maxson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in the financial industry on October 19, 1987, the date of the stock market crash, which influenced his approach to understanding market fundamentals and helping clients avoid emotional decision-making. Brian's expertise includes advising ambitious clients such as automotive, medical, and private equity executives, engineers, business owners, attorneys, and physicians. He focuses on structuring practical, tactical, and timely strategies for areas including retirement planning, portfolio management, legacy planning, and family wealth management strategies. Brian also serves as a Portfolio Manager, managing discretionary Personalized or Defined Strategies that may consist of individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He holds a Bachelor of Business Administration degree in Finance from Eastern Michigan University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Brian supports organizations such as the Junior Diabetes Research Foundation, American Diabetes Foundation, Faustman Labs, Eversight, The Humane Society, and his alma mater. He enjoys antiquing, golfing, music, and spending time with his family.

Jingyuan Cao is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014. He also has 14 years of experience working at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Melissa Southwell is a financial advisor with LPL Financial based in Southfield, MI, holding a Series 66 designation and 13 years of industry experience. Her prior roles include positions at Cetera Wealth Services, Avantax Investment Services, and Raymond James Financial Services. She serves on the board of the Livonia Kiwanis Club Early Risers Foundation and is involved in coordinating tax services through the Center for Tax Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by advisor-facing tools and extensive non-advisory financial services.

Jasmine Pratt is a Planning Consultant at Fidelity Investments with experience in financial planning and client relationship management. She holds securities and insurance licenses, enabling her to assist clients with comprehensive financial planning services. Her professional background includes roles at Fidelity Investments, where she has served as a Planning Consultant since 2025, a Relationship Manager from 2023 to 2025, and a High Net Worth Associate from 2021 to 2023. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Outside of her professional career, Jasmine enjoys activities such as attending comedy events, exploring food, socializing with friends, watching movies, and listening to music.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works at Lisa's Produce Market performing various labor and cashiering duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Monica William is a Series 66-credentialed financial advisor with Thrivent Investment Management, based in Plymouth, MI, and has three years of industry experience. She has worked exclusively with Thrivent and its affiliates since 2023. Outside of her financial advisory role, Monica serves as a pastor of congregational care and a United Methodist Elder, and she provides chaplain services to the West Bloomfield Police Department. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm’s approach includes holistic, goal-based analyses addressing a range of financial planning topics, with ongoing reviews and an option to combine planning with managed accounts under a consolidated billing structure.

Ashley Kremhelmer is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Edelman Financial Engines and has prior experience at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub‑advisory services, and supports a large client base through both advisor-led and online platforms.

John Rohrbeck is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and its related entities since 2013. In addition to his advisory role, he is the president of Tax & Financial Strategies, LLC, which provides individual tax return preparation and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that allows advisors to utilize affiliated and third-party managers across various program structures.

Kamleshkumar Shah is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones and Thrivent Financial, he worked for 15 years at DXC Technology Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard across a nationwide network of advisors and branch offices.

Bruce Townsend is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Townsend also serves as successor trustee for the Ralph and Phyllis Townsend Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

John Garry is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. His prior experience includes roles at Summit Insurance, LaFontaine and Sons Landscaping, and Central Michigan University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored, non-discretionary recommendations focused on dependable income and tax-aware withdrawal strategies.

Pete Sebastian is a Financial Advisor with Merrill Lynch Wealth Management, serving as a Merrill Financial Solutions Advisor. In this role, he collaborates with individuals and families to develop personalized investment strategies aimed at preserving and growing their wealth. He focuses on areas including family wealth management strategies, managing new wealth, and personal retirement planning. Sebastian holds a Bachelor's Degree from Purdue University and has earned the Personal Investment Advisor (PIA) designation. He works closely with clients to understand their financial goals and provides guidance on investing, retirement planning, and preparing for unexpected financial needs. He also coordinates with Bank of America specialists to offer comprehensive solutions encompassing banking, credit, home financing, and small business services. Outside of his professional responsibilities, Sebastian is involved with American Corporate Partners. His personal interests include baseball, football, traveling, and watching movies.

Elizabeth Williams is a financial advisor with J.P. Morgan Securities in Livonia, MI, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. Her career includes roles at J.P. Morgan Securities, Jpmorgan Chase Bank, Citizens Securities, Executive Wealth Management, Invest Financial Corporation, and Chase Investment Services. She is also involved as an owner and partner in Overflow Plumbing LLC, where she assists with banking and bookkeeping. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of derivatives and commodities capabilities.

Lindsy Partridge is a Financial Advisor with Merrill Lynch Wealth Management, where she collaborates with the Salvia Clancy team. She joined Merrill in 2024, bringing over 15 years of experience in financial services. Lindsy began her career in 2007 at JP Morgan Chase in Chicago, advancing to the role of Private Client Advisor and earning recognition as a National Achiever for her client service and financial guidance. Her expertise encompasses college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income strategies. Lindsy holds a Bachelor of Arts degree from Kenyon College and maintains Series 7 and 66 FINRA registrations. She is also a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA), and she is fluent in Spanish. Lindsy lives in Troy, Michigan with her husband and two children. Outside of her professional endeavors, she enjoys cooking, reading, running, traveling, and spending time with her family. She and her family have traveled to over 30 countries.