Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Molly Berner is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Mario Koje is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Angle Advisors and Brown, Gibbons, Lang & Company Securities, Inc. Koje is also employed as an associate at Arcadia Capital in Saline, Michigan. 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, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to align with client goals, and it offers a range of advisory programs and specialized services.

Ashley Yashin is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation 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, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Nicholas Muraca is a CFP® professional with 12 years of experience, currently serving as a financial advisor and partner at Insight Financial Partners LLC through Mass Mutual Investors Services in Ann Arbor, MI. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. Muraca works with clients in the Ann Arbor area, focusing on retirement planning, advisory investment services, and insurance planning. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning relationships and offers specialized programs including divorce planning and employer-sponsored planning services.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Glen Darmos is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services, Berthel Fisher & Company Financial Services, and Money Source Financial Services. Outside of advisory work, he is involved in coaching fastpitch softball and is employed at a golf course. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of portfolio management options through a network of independent Financial Professionals and maintains proprietary and third-party model strategies tailored to client objectives.

Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Daniel Andreuzzi is a financial advisor with J.P. Morgan Securities LLC in Ann Arbor, Michigan. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including over a decade with J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Matthew Beleski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2010 and JPMorgan Chase Bank, N.A. since 2013. 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 broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Harrison Kennard is a CFP® with 18 years of industry experience, currently with LPL Financial since 2026. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 16 years, and Edward Jones for 3 years. Kennard is also the owner of HMK & Co LLC, an advisory firm based in Ann Arbor, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary investment strategies.

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. 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 nationwide network of financial advisors and branch offices.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

Robert Stites is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously at Blue Water Asset Management and Invest Financial Corporation. He has also operated Stites Financial LLC since 1997, which includes an insurance agency offering health, life, group benefits, and accident insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Charles Dobben is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Spring Arbor University. Outside of his advisory role, Dobben coaches tennis and pickleball in the Ann Arbor and Jackson, Michigan areas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides customizable investment approaches supported by proprietary research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

David Yu is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes five years at Edward Jones and six years at Arcadia Capital Stevensville. He is a 35% owner of Arcadia Capital, a support company based in Holland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad network of advisors and advisory firms.

Dominic Criscuolo is a financial advisor at Edward Jones with the CFP® designation and Series 66 license, bringing five years of industry experience. He previously spent 20 years with the Tom James Company before joining Edward Jones in 2020. Outside of financial advising, he is involved with Street Marketing Inc, a marketing business based in Northville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and affiliated investment products.

Gautam Muthusamy is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. He has been associated with Baughman Capital Management and Raymond James Financial Services Advisors Inc. since 2016. Outside of advisory work, he serves as treasurer and board member of Ronald McDonald House Charities Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and employer advisory services.

Brian Forward is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and personalized advisory services.