Brian Vanhevel is a CFP® with 24 years of experience, currently serving at Thrivent Investment Management. He has been with Thrivent Financial for Lutherans and its investment management division since 2002. Outside of his advisory work, he serves as a member at large on the Immanuel Lutheran Church council. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a variety of financial planning topics without implementation. The firm combines holistic, goal-based analyses with an optional managed-account program while maintaining separate planning and portfolio management services.

Jennifer Pulcini is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America. Pulcini has been with Raymond James & Associates since 2019. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Chi Richmond is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank since 2018, with prior roles at Blumark Financial Advisors and Royal Alliance Associates. Outside of his advisory work, Richmond is also an independent contractor driver for UberEats. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Andrew Okray is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Hoover & Associates and Armada Area Schools, as well as experience as a paraplanner with Evola Management, LLC. He also serves in fiduciary roles such as trustee and executor. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brendan Connelly is a financial advisor at OSAIC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining OSAIC Wealth Inc, he has been associated with Platinum Wealth Management Group and held multiple roles at Central Michigan University and TRSMI. He is also an insurance resident producer, selling insurance products as part of a separate business activity. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to corporations and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes on discretionary or non-discretionary bases.

Gregory Tarr is a financial advisor with LPL Financial based in Washington, Michigan. He holds the ChFC® and Series 63 credentials and has 33 years of industry experience, including 24 years with LPL Financial. Outside of his advisory role, he operates a non-variable insurance business under Tarr & Associates in Romeo, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, utilizing both discretionary and non-discretionary management, supported by proprietary and third-party research.

Stacy Celestini is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She has worked at Bank of America, N.A. since 2021 and has been with Merrill since 2001. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Robert Shiner is a financial advisor with Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc., Ohio National Financial Services, and Austin Manning Inc. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Kathleen Cook is a financial advisor with LPL Financial in Marysville, MI, holding Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Timothy P Bogert / AmericaGroup from 2013 to 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers various financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

David Collins is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Thrivent and its predecessor, Thrivent Financial for Lutherans, since 2002. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, providing goal-based analyses and written recommendations across various financial topics. The firm separates planning services from managed accounts and emphasizes ongoing plan reviews without discretionary trading authority.

Ronald Thompson is a financial advisor with LPL Financial in Macomb, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2016. Thompson is involved with Producers Choice as a wealth planner, focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits nationwide. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Jeffrey Dagher is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of his advisory role, he is a member of DAGHER CAPITAL HOLDINGS LLC, which owns the building leased by his Edward Jones branch office. 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 operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Todd Shimshock is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory work, he owns and operates Back Nine Virtual Golf, a virtual golf simulator business, and is involved as an owner and coach with Black River Wrestling LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Omar El Gothamy is a financial advisor with Merrill in Shelby Township, MI, holding Series 66 and Series 63 credentials and nine years of industry experience. His career includes roles at Bank of America and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maria Bongiovanni is a financial advisor with OSAIC in Washington, Michigan, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Bongiovanni serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to diverse investment solutions. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to construct customized portfolios that include a variety of investment types.

Thomas Gray is a financial advisor with Ameriprise in Sterling Heights, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior work includes long tenures at Merrill and Bank of America before joining Ameriprise in 2017. Outside of advising, he owns Weekend Warrior LLC, which organizes endurance, health, and fitness events. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations. The firm serves individuals with significant investable assets and delivers advisory, brokerage, and insurance solutions through its large institutional platform.

Karen Beaver Hitz is a CFP® professional with 12 years of industry experience, currently affiliated with Edward Jones since 2013. She holds a Series 66 license and is based in Bruce Township, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Matthew Holmes is a financial advisor at Fidelity with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Citizens Securities, Inc. Outside of his advisory role, he works as a retail sales associate in golf at Dick's Sporting Goods. Fidelity, through its Strategic Advisers LLC subsidiary, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Anthony Wyzynajtys is a financial advisor with Edward Jones in Algonac, Michigan. He holds Series 63 and Series 65 licenses and has six years of industry experience, including prior roles at Capital Group/American Funds and Flexible Plan Investments. Outside of his advisory work, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kelly Lawrence is a financial advisor with Edward Jones in Clinton Township, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she is a co-owner of a local business in Ira Township, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm is notable for its large network of financial advisors and branches, as well as its integrated trust and securities-based lending services.