Christopher Marchand is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Michael Burkhardt is a financial advisor with Merrill in Shelby Township, MI, holding Series 63, 65, and 66 licenses and possessing 35 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and also works with Bank of America, NA since 2009. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and bringing 17 years of industry experience. He has been with various Raymond James entities since 2014. Outside of his advisory role, Brown is involved in entrepreneurial activities including ownership of a salon suite business and a commercial rental property in Harrison Township, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports advisory programs and institutional portfolio management across a large network of advisors.

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.

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 63 and Series 65 licenses and one year of industry experience. Before joining OSAIC Wealth Inc, he worked at Platinum Wealth Management Group and has held various roles associated with Central Michigan University and other organizations. He also serves as an insurance resident producer at Platinum Wealth Management Group. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with a range of portfolio management options and supports strategies through a complex affiliate network and multiple custodial arrangements.

Scott Jones is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he spent 17 years at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Tarr is a financial advisor with LPL Financial in Washington, Michigan, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he operates a non-variable insurance business in Romeo, Michigan. 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, supported by a large network of investment adviser representatives.

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.

Kathleen Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She previously worked at Timothy P Bogert / AmericaGroup from 2013 to 2020 and has been associated with both LPL Financial and Tarr Financial since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at LPL Financial since 2011, with a two-year period at The Huntington Investment Company from 2014 to 2016. Thompson also maintains a side business entity, Thompson Advisors LLC, for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

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 who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He previously worked at J.P. Morgan Securities and Citizens Securities, Inc. Outside of his advisory role, he owns and operates Back Nine Virtual Golf, a virtual golf simulator business, and Black River Wrestling LLC, where he serves as owner and coach. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisors implementing strategies through discretionary or non-discretionary approaches.

Maria Bongiovanni is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Aurora Securities and Concorde Investment Services, LLC. Outside of her advisory role, she serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC Wealth serves a wide range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting various managed portfolio options and third-party managers.

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 13 years of experience at Edward Jones, where she has been advising clients 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 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 proprietary mutual funds, while 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 at Edward Jones with seven years of industry experience. He previously worked at Capital Group/American Funds for five years and Flexible Plan Investments for three years. Outside of his advisory work, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.