Logan Hugo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and at Farm Bureau Insurance of Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Kristen Hawkins Yakel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Caitlyn John, Bfg Wealth Advisors, LPL Financial, and Premier Financial Planning. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence supported by quantitative and qualitative research, with recommendations that may include ESG considerations.

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.

Hunter Fritts is a financial advisor at OSAIC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Huntington Bank, Clear Strategy, and Daniel's Glass, among others. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities, offering a variety of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Danielle Henry is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and at Premier Financial since 2018. Prior to her advisory career, she had roles outside the industry, including at La Vita Bistro and Washtenaw Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Olivia Hartline is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Staub Financial. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios and fund advisory services.

John Macdonell is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at William Street, LLC from 2012 to 2020. He has concurrent experience with JPMorgan Chase Bank, N.A. dating back to 2011. 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 and offers written asset allocation advice, investment manager searches, and customized performance reporting.

Brian Repovz is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its related entities since 2019 and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he is also involved in selling fixed insurance products, including life, health, and disability insurance. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and program structures.

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.

Jonathan Harris is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including Questar Asset Management, Woodbury Financial Services, Clear Strategy Financial, and OSAIC. Outside of his advisory role, he is involved in managing real estate ventures and owns Clear Strategy Retirement Group, which offers fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning and investment management services, including model portfolios and third-party asset management. The firm supports advisors with technology and offers various financial and credit products alongside its advisory services.

Hugh Blake Thomas is a financial advisor with LPL Financial based in Brighton, MI. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. His prior roles include positions at Citizens Securities, TIAA, Ameriprise, Wells Fargo Clearing, UBS Financial Services, Natcity Investments, and Comerica Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, supporting advisors with research tools and diverse investment strategies.

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.

Kenneth Bieri is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with OSAIC and has previously worked at firms including Woodbury Financial Services, Wealth Strategies Financial Group, and Oppenheimer. Bieri is also president of Bieri Agency, Inc., where he manages a fixed insurance sales business alongside his advisory work. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a variety of brokerage and advisory services. The firm employs a model-based investment approach with options for discretionary management, third-party managers, and alternative investments.

Robert Rux is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Complete Insurance Services, Goosehead Insurance, State Farm, and Citizens Insurance. Outside of finance, he umpires baseball and softball games in the Howell, MI area during the spring and summer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

John Condra is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he manages a rental real estate property in Fenton, MI. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Jason Huntley is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley serves as a precinct delegate and zoning board member in Cohoctah Township. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of advisors.

Wendy Taylor is a financial advisor at Edward Jones with a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she has a land contract interest jointly held with her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Marla Alati is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She previously worked at Ameriprise for three years and Comerica Securities for 29 years. Alati is also involved in independent insurance brokering, including fixed annuities and universal life products. 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, supported by advanced operational and research tools.

Matthew Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Michael Balagna is a CFP® professional affiliated with LPL Financial, bringing 43 years of industry experience. He has been with LPL Financial since 1997. 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, and access to third-party asset managers.