Isaiah Bross is a financial advisor at Raymond James Financial with a Series 66 designation and three years of industry experience. He previously worked at Commonwealth Financial Network and has held roles at Mini Mittens Pediatric Therapy and several other firms. Outside of advising, he is involved with Wilderness Wealth, a business he owns to manage advisory income separately for tax and liability purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports a broad network of advisors with specialized programs and targeted marketing initiatives.

Peter Walker is a financial advisor with Raymond James Financial in Monroe, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with Raymond James and its affiliates since 1999 and operates Walker Financial Services Corp, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Stephen Hartwig is a financial advisor with Ameriprise in Grosse Ile, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at Ameriprise since 2017, including its predecessor entity, and previously spent seven years with AXA Advisors. Hartwig operates a separate business for tracking business expenses. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities and employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to generate personalized retirement recommendations.

Stephen Manchester is a financial advisor with Edward Jones in Ypsilanti, MI, holding Series 63 and Series 66 licenses and totaling 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a nationwide network of more than 23,000 financial advisors.

Donald Steve is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Steve has worked with Raymond James since 2011 and is also associated with Walker Financial Services. He serves on the finance and investment committee at the YMCA, where he contributes to discussions on the management of the organization's endowment. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary consulting based on risk profiling and analytical modeling and supports its recommendations through various advisory programs and technology-driven tools.

Daniel Dobbins is the principal of Dobbins Capital Management in Taylor, MI, with 14 years of experience in financial advising. He is also an active attorney specializing in estate planning, trusts, and corporate law, and has been an independent insurance agent since 1975. Prior to founding his advisory firm in 2013, he maintained a legal practice and insurance agency. Dobbins Capital Management primarily serves individual clients, trusts, estates, and small retirement plans, focusing on portfolio management and financial planning. The firm emphasizes value, safety, quality, and risk control through individualized asset allocation and often works with third-party advisers in a non-discretionary capacity.