Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

Jonathan Phelan is a CFP® and CFA® with 15 years of experience in financial advising. He has been with Waterford Financial Management, LLC, an independent firm based in New Baltimore, MI, since 2007. Outside of financial advising, he serves as a director of Thompson-Phelan Group, Inc., a general contracting business. Waterford Financial Management provides fiduciary investment management and financial planning primarily for private individuals with tax-qualified and fully taxable accounts. The firm also offers employer consulting, including defined-contribution plan services, and uses a structured investment approach combining modern portfolio theory with intrinsic stock valuation.

Darren Hesselink is a financial advisor at Ironwood Financial, LLC with credentials including Series 63 and Series 65 licenses. He has been with Ironwood Financial since 2026 and previously worked at Wealth Watch Advisors and Energetic Brands LLC. Outside of his advisory role, he is involved with Energetic LLC, a business he has been part of since 2015. Ironwood Financial, LLC is a registered investment adviser that provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a variety of investment strategies, including derivatives-based approaches like covered call writing, and employs tools such as eMoney and Morningstar to tailor portfolios to client goals and risk tolerance.

Scott Barnhart is a CFP® and ChFC® with eight years of experience in financial advisory. He has been associated with Fairway Investment Group, LLC, Paradigm Equities, Inc., and MEA Financial Services since 2017. Prior to his advisory roles, he worked with Algonac Schools for five years. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.

Kyle Tessmar is a financial advisor with MDRN Capital holding a Series 66 designation and two years of industry experience. Prior to joining MDRN Capital, he worked at Edward Jones, Mortgage Pros, United Wholesale Mortgage, and SFL. He is also involved with MDRN Insurance, LLC as an insurance agent. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment approach while allowing for tactical adjustments, utilizing unaffiliated independent managers, mutual funds, ETFs, and individual securities.

Christopher Schwarzkoff is a financial advisor at Founders Financial Securities LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Diversified Retirement Services, among other roles. Schwarzkoff also engages in the solicitation and placement of fixed insurance products. Founders Financial Securities serves a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, retirement consulting, and a range of investment programs that combine mutual funds, ETFs, model allocations, and sub-advised strategies.

Kalomira Zangoulos is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked at SagePoint Financial for eight years before joining her current firm. Outside of her advisory role, she is a sales associate at Brookstone Realty. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers a range of services including managed account programs and access to third-party investment advisors, with a notable emphasis on non-high-net-worth individuals.

Michael Mann is a CFP® with 13 years of industry experience, currently affiliated with Ausdal Financial Partners, Inc. He has previously worked at Miami Life, Inc., Emerson Equity LLC, Ascendant Alternative Strategies, LLC, and Axiom Capital Management, Inc. Outside of his advisory role, Mann is involved in insurance sales and financial planning through his ownership of FirstGen Planning LLC, and he refers clients for tax and charitable planning services. Ausdal Financial Partners, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of advisory programs, brokerage transactions, and licensed insurance products.

Joshua Smail is a financial advisor with Ally Invest Advisors in Macomb, MI, holding Series 65 and Series 66 licenses and bringing 20 years of industry experience. His prior work includes roles at Ally Invest Securities LLC, Key Investment Services, and Sigma Financial Corporation. Ally Invest Advisors serves a broad retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated services and advisor-led advice. The firm’s investment process uses Modern Portfolio Theory with model allocations across multiple risk tiers, combining passive and actively managed ETFs, and emphasizes digital delivery and accessible performance reporting.

Christopher De Veny is a financial advisor at Wealth Watch Advisors, INC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Valic Financial Advisors Inc and Wealth Strategies Financial Group. In addition to his advisory role, he offers annuity, life, and health insurance as an independent contractor. Wealth Watch Advisors serves a diverse client base that includes individual, high-net-worth, and institutional accounts, providing portfolio management, financial planning, and access to third-party model portfolios. The firm employs a model-driven investment approach primarily executed through approved third-party sub-advisors and SAM programs.

Peter Potestato is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Founders Financial Securities since 2010. Outside of his advisory role, he is active as an insurance agent specializing in the sale of fixed and equity indexed annuities. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and affiliated brokerage and insurance services, utilizing a range of advisory programs and innovative delivery methods.

Michael Kreza is a CFP® professional with six years of experience in financial advisory roles. He is currently with NorthCoast Asset Management LLC and has previously worked at Kovitz Investment Group Partners, RWA Wealth Partners, Polaris Greystone Financial Group, and Lumin Financial. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm uses a quantitative and systematic investment approach with proprietary models, managing most client relationships on a discretionary basis and acting as a fiduciary for ERISA and IRA accounts.

Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citizens Securities and Fifth Third Securities during her career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm features a digital advisory program that recommends ETF-based portfolios using proprietary algorithms and also operates as a broker-dealer and insurance agency.

Jeffrey Mashini is a CFP® and ChFC® with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Royal Alliance and Jhfn Sii. He serves as Grand Knight for the Knights of Columbus Council #15057 in Warren, MI. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by supplemental techniques and a centralized investment infrastructure.

Jayson Sacco is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Charles Schwab, Ameriprise Financial Services, Fidelity Investments, and USAA Group. Outside of his advisory work, he hosts a weekly podcast called The Axial Spondyloarthritis Podcast and writes fiction books. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its managed account programs. The firm’s recommendations are based on proprietary research and asset-allocation models, serving Schwab brokerage clients who meet eligibility requirements.

Carl Rankin is a financial advisor with TIAA-CREF in Macomb, Michigan, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has worked at TIAA-CREF since 2018 and previously held positions at Scottrade Investment Management and Scottrade, Inc. from 2008 to 2018. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm operates with a fiduciary standard for its RIA services and offers model and customized portfolios through its managed account programs.

Shane Brown is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Prior to his current role beginning in 2021, he worked at Raymond James & Associates from 2014 to 2021. Outside of advising, Brown is involved in entrepreneurial ventures including ownership of Brown Brands LLC and Daisy Salon Studios Macomb LLC, which operate commercial rental and salon suite businesses. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and provides access to various advisory and brokerage solutions while maintaining a significant portion of assets under non-discretionary management.

Cory Shivers is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Cambridge Investment Research and Sigma Planning Corporation. Outside of his advisory role, he is a licensed realtor with Epique Realty and serves as president of CTS Financial Inc., a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

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.

Anthony Wyzynajtys is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2025, he worked at Capital Group/American Funds from 2017 to 2022 and Flexible Plan Investments from 2014 to 2017. Outside of his advisory role, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and advisory programs supported by a large network of advisors and branch offices nationwide.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Jeffrey Marko is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at OSAIC Wealth Inc. He has held prior roles at Ameriprise Financial Services, LLC, Royal Alliance, and several other firms. Marko is also the owner of NEXTWAVE FINANCIAL LLC, where he reviews and advises on clients' financial needs and goals. OSAIC Wealth Inc. is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, retirement plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Gian Luca Sbrocca is a financial advisor with Equitable Advisors in Macomb Township, MI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Equitable Advisors since 2015, previously associated with AXA Advisors. 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 operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Miguel Wodkowski is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Comerica Securities, PNC Investments, and PNC Bank. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Stephen Hilles is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at First Command Financial Services from 2019 to 2023. Outside of his advisory role, Hilles serves as the treasurer for Faith Baptist Church, overseeing the organization's expenditures and providing monthly financial reports. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jason Buchan is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. Prior to his current role, he served as the lead pastor at Northside Church, where he was involved in teaching, preaching, counseling, and managing the church’s operations. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority and allowing clients to integrate planning with managed-account programs under a consolidated billing option.

Daysha Balloun is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab in various roles since 2015, including a position at Charles Schwab Bank. Prior to her current role, she was with Ameriprise for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, supported by centralized supervisory and custody infrastructure.

Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Mark Lundquist is a CFP® and Series 66-registered financial advisor with Edward Jones, based in New Baltimore, MI. He has 12 years of industry experience and has been with Edward Jones since 2013. 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 under management through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Sara Rosema is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in various roles since 2010. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Burden is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 1996. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house Research team that constructs model portfolios and provides strategic and tactical investment implementations.

Monnencia Riley is a financial advisor at Thrivent Investment Management with 9 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Thrivent and its affiliates since 2016, including a brief tenure at Aflac. Riley serves on several community boards, including the Anchor Bay Chamber of Commerce and the Presbyterian Villages of Michigan Finance Committee. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. Their approach combines holistic planning with managed-account options under separate but consolidated billing arrangements.

Jennifer Terrano is a financial advisor with Ameriprise in Macomb, MI, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2016 and was previously a homemaker from 2014 to 2016. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports through a centralized consulting team.

Michelle Gravelle is a CFP®-certified financial advisor with 36 years of industry experience, currently affiliated with LPL Financial since 1996. She holds a Series 63 license and is based in Clay, Michigan. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house Research team, with delivery options ranging from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice.

Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.

Erin Rohn is a Series 66-credentialed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 2019 and previously held roles at Keller Williams, H.D. Vest Investment Services and Advisory Services, Trivelloni Asset Management, and Janis DeGregory & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,701 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Daniel Roberts is a financial advisor with Morgan Stanley in Macomb, Michigan, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has worked at Morgan Stanley since 2016 and previously at E*Trade Securities LLC from 2012 to 2016. Morgan Stanley Wealth Management serves individuals and institutional clients, providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee estimates and Monte Carlo simulations as part of its financial planning process.

Ashlyn Klaski is a CFP® and Series 66-licensed financial advisor with Edward Jones in New Baltimore, MI, with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked at Garber Buick Company, Gateway Financial Services, Perani's Hockey World, Saginaw Valley State University, and Anchor Bay Marina. 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 broad range of investment strategies and affiliated services through a nationwide network of financial advisors and branch offices.

Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. 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 investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Sarah Mulrenin is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. She holds a Series 66 designation and has prior experience at Merrill and Victory Home Loans. Mulrenin is also involved as an associate at S.R. Brown LLC, supporting another financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, focusing on tailored strategies developed through detailed client interviews and risk profiling.

Corey Suchocki is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Putnam Investments for 17 years before joining LPL Financial in 2022. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Kimberly Du Vernay is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and previously worked at Del Barba Insurance for five years. Outside of her advisory role, she owns Riverside Revival Home LLC, where she creates social media content focused on DIY home decor and furniture restoration. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Klaus Poser is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kristen Roulo is a Series 66-licensed financial advisor with Edward Jones in Algonac, MI, where she has been practicing since 2014, accumulating 12 years of industry experience. She has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.