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.

Alicia Barnhart is Vice President and Executive Planning Consultant at Fidelity Investments. In this role, she partners with corporate executives to help them utilize their company benefits, gain a clear understanding of their equity compensation, and efficiently integrate those elements into their larger family wealth plans. She has been with Fidelity Investments since 2005, holding various positions including Vice President, Wealth Planner; Vice President, Financial Consultant; Financial Consultant; Investment Representative; and Financial Representative. Prior to joining Fidelity, Alicia worked as a Financial Planner at ABN AMRO Financial Services from 2002 to 2004. Alicia holds insurance licenses in Arkansas and California.

Raymond Sailus is a financial advisor with Ameriprise in Novi, MI, holding Series 63 and Series 66 designations and 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors and acts as Secretary for the Toll Gate Ravines Homeowners Association in Ann Arbor, MI. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Stanley Pittman is a financial advisor with Ameriprise in Inkster, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

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.

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.

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.

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.

Joanne Hardin is a financial advisor at Ameriprise with 20 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2011. Outside of her advisory role, she is involved in ownership of multiple non-investment-related real estate properties in Ludington, Michigan. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports in partnership with advisors, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

Pamela Preczewski is a financial advisor at Cetera with six years of industry experience and a Series 66 designation. She has worked with Cetera and Cetera Advisors LLC since 2019. Outside of financial advising, she is a co-owner and dance instructor at DanceSport Academy of Michigan and also owns a tax and accounting firm, Accounting Pros Michigan. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets and more than 10,000 advisors nationwide.

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.