Austin Bowen is a financial advisor at Osaic with a Series 66 designation and has been in the industry since 2023. His prior experience includes roles at Keller Williams First, Maximum Construction, Shumaker's Ski Shop, and Cason Home Loans. Osaic Wealth, Inc. serves a varied clientele, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisers. The firm employs a range of asset-allocation tools and portfolio management techniques and operates a complex corporate platform with multiple mergers and third-party commercial arrangements.

Jeffrey Bowie is a financial advisor with Merrill in Grand Blanc, MI, holding Series 63, Series 65, and Series 66 licenses and 17 years of industry experience. He has worked at Merrill since 2008, with a brief period at BofA Securities in 2019. 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, and institutions.

Michael Bareither is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has worked with Raymond James since 2010 and has prior experience in real estate dating back to 2005. In addition to his advisory role, he is also an agent involved in fixed annuities and term life insurance. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, along with specialized municipal advisory and SIMPLE IRA consulting services.

Jayce Erwin is a Senior Financial Advisor and a member of the BRZ Group with Merrill Lynch Wealth Management in the Grand Blanc, Michigan office. He provides financial advice and guidance to high-net-worth individuals and their families, collaborating closely with clients and their trusted advisors to address a variety of short- and long-term financial goals. Jayce and his team utilize the investment insights of Merrill and the banking capabilities of Bank of America to assist clients in navigating financial challenges and identifying opportunities. Jayce joined Merrill in 2018. His approach involves careful listening to clients' financial situations, preferences, and goals, including considerations such as time horizon, liquidity needs, and risk tolerance. He offers tailored recommendations designed to support income, growth, and long-term planning, maintaining ongoing engagement to ensure strategies remain aligned with clients' evolving objectives. He earned a Bachelor of Business Administration with a focus in Accounting from the University of Michigan–Flint. Jayce holds the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning Institutes Corp, the Certified Plan Fiduciary Advisor (CPFA) designation offered by the American Society of Pension Professionals & Actuaries, and the Personal Investment Advisor (PIA) designation. Jayce lives in Swartz Creek, Michigan with his wife, Danielle, and their three children.

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Katherine Weber is a financial advisor at LPL Financial in Grand Blanc, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at MMB Advisors, Gordon Food Service, the US Census Bureau, and involvement with the Chesaning Chamber of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and diverse investment programs supported by in-house and third-party research.

Leonard Ciuzicki is a Series 66 licensed financial advisor with Edward Jones in Howell, Michigan, where he has worked for 10 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

Jay Hoffman is a financial advisor at Edward Jones in Grand Blanc, MI, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a real estate rental business, BAJ of Grand Blanc, LLC. 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 nationwide network of over 23,700 financial advisors and maintains affiliated capabilities including a trust company and proprietary mutual funds.

George Makranyi is a Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been with Fidelity Investments since 2012, serving previously as an Investment Consultant from 2013 to 2020 and as a Regional Planning Consultant from 2012 to 2013. In his role, George focuses on helping clients visualize their investment plans in relation to their goals and aims to build their confidence in these plans to enable them to stay the course. This approach supports clients in enjoying life while working toward their financial objectives. Outside of his professional work, George has personal interests that include baseball, golf, spending time at the lake, parenthood, and reading.

Sean O'Guinn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2026. His previous work experience includes roles at Integrity Home Health Care, Qualified Staffing, and Trialon Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Derek Evans is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bryllan LLC and Pathfinder Middle School. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Chris Wolschleger is a financial advisor at Edward Jones with 31 years of industry experience. He has been with Edward Jones since 1994 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he is involved in managing a tree farm business where he plants, grows, and sells trees and firewood. 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, operating under a fiduciary standard.

Nathan Cook is a financial advisor at Raymond James & Associates with two years of industry experience. He holds a Series 66 designation and previously worked at Carbon Market Exchange Ltd and Michigan State University Athletics. Outside of his advisory role, he owns and operates Legendairy Ranch, a local farm. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, supported by extensive research and a nationwide network of advisers.

Joshua Brehm is a Managing Director and Wealth Management Advisor with the BRZ Group at Merrill Lynch Wealth Management in Grand Blanc, Michigan. He advises high-net-worth individuals, families, and business owners, delivering strategies that support growth, transition, and long-term financial security. Josh joined Merrill in 2013 and serves as a liaison to senior leadership through the Merrill Financial Advisor's Advisory Council to Management (ACTM). Josh's expertise focuses on assisting successful business owners with the sale, transition, or succession of their companies. He works collaboratively with clients and their legal, tax, and financial advisors to create integrated strategies that address liquidity planning, investment strategy, tax efficiency, estate planning, charitable giving, family wealth transfer, and life after business ownership. Josh also provides guidance on college education planning, corporate benefits, executive compensation, family wealth management, and personal retirement planning. He holds a Bachelor's Degree in Finance from Alma College, a Master of Business Administration in Finance from Walsh College, and completed a certificate program at Oakland University. Josh has earned several professional designations, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He lives in Fenton, Michigan, with his wife, Holly, and their three children. Josh is also involved with Alma College.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial, St. Joseph Mercy Oakland, and Topgolf. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. He has worked at LPL Financial and Genisys Credit Union since 2024, with prior roles in the retail and service industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering discretionary and non-discretionary management supported by research and model portfolios.

Asha Patel is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Genisys Credit Union. Patel is also involved with Genisys Investment Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.