Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.

Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.