Bradley Jerome is a financial advisor at LPL Financial with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Royal Alliance and Founders Financial Securities. Jerome is also president of Legacy Financial Group, Inc., where he is involved in financial planning and life insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers various investment programs and uses a range of strategies supported by research and technology across its network of over 22,800 advisors.

John Andrysiak is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at Raymond James & Associates since 2021, following prior roles at Cetera Advisors and Economic Financial Services LLC. 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 including individuals, institutions, and municipal entities, offering financial planning and consulting services that emphasize tailored, non-discretionary strategies supported by extensive research and affiliated managers.

Jamar Baker is a financial advisor with Fidelity Investments in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones and has been with various Fidelity entities since 2016. Outside of his advisory role, Baker serves as an ordained Christian minister involved in church leadership and pastoral duties. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, Michigan. He holds Series 63 and Series 65 registrations and has nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

Matthew Stewart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been affiliated with Jpmorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Abdalhakim Khirfan is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. His prior experience includes roles at Questar Capital Corporation and Securities America. Outside of advising, he is involved in tax preparation and accounting through Khirfan Benefits, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using customized strategies and third-party subadvisors.

Ryan Scherer is a CFP®-certified financial advisor with 16 years of experience, currently working at Edward Jones since 2010. He holds the Series 66 designation and is based in Waterford, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eunbee Suida is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. Her prior roles include positions at Robert W. Baird & Co. Incorporated and Scottrade. She has been with Fidelity since 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies.

Alex Storozhenko is a Senior Financial Advisor with extensive experience in wealth management, serving successful executives, professional athletes, and high-net-worth families. Leading The Storozhenko Group within Merrill Lynch Wealth Management, he offers clients access to Merrill's investment resources and the banking services of Bank of America. His expertise includes comprehensive wealth management, focused support for professional athletes to manage their unique career demands, and guidance through significant financial transitions such as retirement, inheritance, and business sales. Since entering the financial services industry in New York City in 1997, Alex has developed specialized capabilities as a Portfolio Manager, offering discretionary management of personalized and defined investment strategies. He collaborates closely with clients' attorneys, accountants, and other advisors to address estate planning and related financial matters. His professional certifications include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Alex holds a bachelor's degree from Moscow Business University. Outside of his professional activities, he enjoys antiquing, chess, cooking, fishing, and watching movies. He lives with his wife, Christine, and their two sons, Nick and Evan.

Jake Earnhart is a financial advisor at Raymond James & Associates with three years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank N.A., and Chief Financial Credit Union. He serves as a sergeant in the U.S. Army Reserves. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Chase Kallen is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James and Cetera Investment Services. Outside of his advisory role, he is co-owner of a retail business, Modern Icon, and serves on the Oakland County Sheriff's Advisory Council. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

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 20 years of industry experience. His career includes roles at Merrill, TIAA-CREF, and multiple positions within Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Jared Whittey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., FIFTH THIRD SECURITIES, Inc., and Banc One Securities Corporation. He is also an enrolled agent providing tax preparation services through Financial Tax Services LLC. 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 institutions. The firm supports a wide range of investment approaches through its extensive network of advisors and incorporates various operational and research tools in its platform.

Sailey Sey is a financial advisor with Ameriprise in Swartz Creek, MI, holding the Series 63 and Series 66 designations and bringing 14 years of industry experience. Sey’s prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and JP Morgan Chase. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools to develop tailored recommendations within a selective investment universe.

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.

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.

Thomas Schulz is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Linsco/Private Ledger Corp. since 1999. Schulz is also an independent insurance agent selling term life and long-term care insurance with Penn Mutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, and institutions through a large network of representatives offering financial planning, portfolio programs, and institutional platforms.