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.

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.

Philip Spoljarick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been affiliated with various Raymond James entities since 2013. He also operates Quadrant A Capital Management, a financial planning and investment management firm that works in conjunction with Raymond James Financial Services. 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 offers tailored, non-discretionary planning and consulting using analytical tools and supports specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Brianna Goll is a financial advisor at OSAIC with five years of industry experience. She holds the Series 66 designation and has worked previously at Woodbury Financial Services and Clear Strategy, where she was involved in client account reviews and investment recommendations. Outside of her advisory role, she has experience running Brianna Lynn Studios, LLC. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and risk assessment methods to construct portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

David Paskievitch is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked with LPL Financial in two separate periods, most recently since 2023, and previously from 2010 to 2018, as well as with Spc and Sigma Financial Corporation. 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 advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management with access to LPL Research, third-party subadvisors, and various portfolio management tools.

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.

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.

Heather Bullion is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and 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.

Eric Jacobs is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been with Ameriprise since 2005, working at both Ameriprise Financial Services, Inc. and Ameriprise. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, supporting clients primarily through Ameriprise-managed accounts.

Julie Kenrick is a financial advisor with Raymond James Financial in Fenton, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been involved with Raymond James Financial Services, Inc. since 1996 and currently owns and serves as president of Lakeside Wealth Management. 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 organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Steven Mac Dermaid is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Prior to and concurrently, he has experience at Great Lakes National Bank and Glb Agency since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Gregory Kirchmeier is a financial advisor with Edward Jones in Hartland, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Robert Ketola Sr. is a financial advisor with Equitable Advisors in Brighton, MI, holding Series 63 and Series 65 licenses and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Outside of his advisory role, he owns Robert P. Ketola & Associates, a business offering life, disability, pension, and investment services without compensation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to deliver customized client solutions.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 credential and has previously worked at Woodbury Financial Services, Inc. and Questar Capital Corporation. In addition to his advisory work, he serves as an insurance agent with Clear Strategy, focusing on fixed insurance products and life and health insurance. OSAIC 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 with portfolio construction supported by asset-allocation tools, risk-tolerance assessments, and access to multiple third-party investment platforms.

Zachary Snyder is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including Woodbury Financial Services and Securian Financial Services. In addition to his advisory role, he operates NextGen Wealth Services, a sole proprietorship focused on wealth management. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing a variety of investment tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Jordan Oesterle is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has three years of industry experience and previously worked at firms including Cetera and several NHL teams. Outside of advising, he is also a professional hockey player with the Detroit Red Wings. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning and consulting with a variety of portfolio management options.

Dana Czmer is a financial advisor with Raymond James & Associates in Fenton, MI, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 2015 and previously worked at Pioneer State Mutual Insurance Co. Czmer is a manager and owner at Horizon Group of Fenton, L.L.C., and serves as a voting member of the finance and investment committee at St John the Evangelist Church. 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, providing financial planning, non-discretionary investment consulting, and municipal advisory services.

Andrew Wolschleger is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. He has worked at Edward Jones since 2019, with prior roles including positions at Noordyk Business Equipment, Cannonsburg ski area, and Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

Salvatore Vanadia is a financial advisor with Ameriprise Financial Services in Fenton, MI, holding Series 63 and Series 65 designations and having 14 years of industry experience. His prior roles include positions at Merrill, Bank of America, Cetera, and The State Bank. He is also involved in independent insurance brokering and serves as a dual financial advisor with ChoiceOne Bank. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning focused on dependable income sources.

James Mack is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 51 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 11 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement consulting supported by a national network of investment adviser representatives.