Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

Audra Debo is a financial advisor at Fidelity with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fidelity Investments in various capacities since 2010. Her current role includes work at Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

Kim Crock is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-based investment strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

Erik Robertson is a financial advisor at Edward Jones in Canton, MI, holding a Series 66 designation. He has experience working at Rocket Companies for nine years and served in the United States Marine Corps for five years. Robertson joined Edward Jones in 2026. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Christopher Lowry is a CFP® with 18 years of experience in financial advising. He has worked with Osaic since 2018 and spent the previous 10 years at Signator Investors Inc. He is also a director at Retirement Strategies of Michigan, a retail securities and insurance advisory business. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with a range of portfolio management options and supports various client types from individual investors to corporate and charitable organizations.

Richard Gilbertson is a financial advisor with Equitable Advisors in Dearborn, MI, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors, LLC. Gilbertson serves as an administrator or executor of estates and trustee of trusts for family and non-family members. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models delivered through Investment Adviser Representatives and third-party program sponsors to tailor solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Arun Suri is a financial advisor with OSAIC based in Canton, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked for Signator Investors, Inc. for 27 years before joining Royal Alliance Associates, Inc. in 2018. Outside of advising, he is also active as a health insurance agent. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm offers brokerage and advisory services with a model-based investment approach that supports discretionary and non-discretionary strategies, third-party manager selections, and alternative investments.

Kelly Green is a financial advisor with Morgan Stanley in Detroit, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2015. Outside of her advisory role, she is a partner in a strategy and marketing consultancy and serves on the investment committees for the Milbank Memorial Fund and the McGregor Fund, as well as on the finance committee of the Detroit Athletic Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

John Daly is a financial advisor with Equitable Advisors in Grosse Ile, MI, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has previously worked at firms including LPL Financial, New York Life, and Principal Financial Services. Outside of his advisory role, Daly serves on the boards of Beaumont Hospital in Trenton, MI, and The Guidance Center. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing proprietary and third-party models along with ERISA fiduciary services.

Jacob Wirgau is a financial advisor at Edward Jones in Canton, MI, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving 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 branches, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products under a fiduciary standard.

Craig Hammond is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to understand their financial objectives and develops personalized investment strategies to help pursue their goals. He also provides access to Bank of America's banking and lending services. Craig holds a Bachelor's Degree from the University of Michigan System and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach centers on uncovering what matters most to clients and their families to inform financial planning and investment decisions.

Eric Molitor is a financial advisor with J.P. Morgan Securities in Dearborn, MI, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously spent eight years with Professional Home Solutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop forward-looking model asset allocations, and it offers unique regulatory registrations supporting broader derivatives and commodities capabilities.

Justin Thomas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2017, having been associated with JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Gino Weaver is a financial advisor with J.P. Morgan Securities in Dearborn Heights, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. beginning in 2008 and Merrill from 2005 to 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Corrine Clark is a financial advisor with Osaic, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at Osaic since 2020 and has been with Cco Investment Services Corp since 2010. In addition to her advisory role, she is involved with Allen Wealth Strategies LLC, where she manages account relationships and assists with sales and marketing of fixed annuities and insurance products. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and provides access to various managed strategies and alternative investments.

Kathleen Warunek is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as an election poll worker and co-chairman for the City of Riverview, assisting with voter check-in and compliance with state voting guidelines. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing written, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

Matthew Wrenn is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, Infinex Investments, and Flagstar Bank. Outside of finance, he operated Gourmet Airfare-Detroit LLC, a business unrelated to his advisory work. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning with written Recommendation Reports and ongoing advice that emphasize dependable income sources and tax-aware withdrawal strategies.

Jaue Hwa Huang is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 1991 and serves clients across 26 states, including national and global companies, small and medium-sized businesses, as well as individuals. Her approach to wealth management focuses on listening to clients' needs and developing personalized financial strategies aligned with their long-term goals. Utilizing investment insights from Merrill and banking services from Bank of America, she addresses various aspects of clients' financial lives. Jaue Hwa holds a Bachelor of Science degree from Clemson University and master's degrees from Rutgers University and Central Michigan University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). In addition to her professional work, Jaue Hwa is involved in community service, serving on the boards of the Dearborn Symphony Orchestra and the Salvation Army Great Lakes Division Executive and Advisory Boards. Her personal interests include music, spending time with family, and traveling.

Jonathan Lybeck is a financial advisor with LPL Financial in Southgate, MI, holding Series 63 and Series 65 certifications and bringing 19 years of industry experience. He previously worked for CUNA Brokerage Services, INC for 12 years before joining LPL Financial in 2022. Outside of his advisory role, Mr. Lybeck operates a hobbyist photography business and is a partner in 7North Studios, LLC. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Rachel Mc Govern is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, with prior experience at Romulus Athletic Center and The Kelley Family. Edward Jones is a full-service wealth management firm serving over 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 affiliated mutual funds, and operates under a fiduciary standard.