Philip Spoljarick is a financial advisor with Raymond James Financial who holds Series 63 and Series 66 licenses and has 28 years of industry experience. He has worked at various Raymond James entities since 2010 and had a prior role at Charles Schwab in 2010. He also operates Quadrant A Capital Management as an independent contractor, providing financial planning and investment management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical modeling to tailor its non-discretionary planning and encourages implementation through its advisory programs or other providers.

Brianna Goll is a financial advisor with OSAIC, holding a Series 66 designation and five years of industry experience. She previously worked at Woodbury Financial Services and has ongoing involvement with Clear Strategy, where she assists clients with account reviews and investment recommendations. Outside her advisory roles, she operated Brianna Lynn Studios, LLC for eight years. OSAIC Wealth serves a diverse client base, including retail investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-affiliate structure, and comprehensive investment platform.

David Paskievitch is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at LPL Financial and other firms since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Michael Eze is a financial advisor with Ameriprise, holding Series 65 and Series 63 designations and six years of industry experience. Prior to joining Ameriprise in 2026, he worked at The Huntington Investment Company and The Huntington National Bank. Outside of his advisory role, he is involved in retail and cleaning work as a shift supervisor and laborer. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes producing written recommendation reports that address asset allocation, withdrawal strategies, and Social Security options, supported by investment research and algorithmic tools.

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, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at Axa Advisors, LLC. Outside of his work with Equitable, he operates Robert P. Ketola & Associates, offering life, disability, pension plans, and investment services. Equitable Advisors provides financial planning, retirement consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver customized investment solutions.

Timothy Pipkens II is a financial advisor at OSAIC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is active as an insurance agent and is involved with Clear Strategy, where he provides financial and insurance services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment approach incorporating portfolio optimization and multiple managed account options.

Zachary Snyder is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Securian Financial Services. Outside of his advisor role, he operates a sole proprietorship, NextGen Wealth Services, as a wealth manager and is also an insurance agent specializing in fixed insurance products. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, focusing on model-based asset allocation, portfolio optimization, and a range of managed account programs.

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.

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, holding Series 63 and Series 65 registrations and bringing 51 years of industry experience. His prior roles include over a decade at Ameriprise Financial Services. He is also involved with Gladstone Advisors, an entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and portfolio management options, leveraging technology and a broad platform of services.

Robert Harris is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Cambridge Investment Research since 2008. Outside of his advisory role, he owns businesses including QualityBargainz LLC and FentonTV.com. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and offers a range of discretionary and non-discretionary management platforms along with proprietary model strategies under the Founders Gate Capital brand.

Maureen Elliott is a financial advisor with Edward Jones in Brighton, MI, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 17 years of industry experience, including 15 years at Edward Jones and a prior year at Key Investment Services LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including both discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.