Gongju Baek is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. Their prior roles include positions at Mass Mutual Investors Services, New York Life Insurance Company, and Atomy America Inc. Baek holds Series 63 and Series 66 designations. 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.

Anthony Macaluso is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and proprietary research to support diversified investment strategies.

Mark Drouillard is a CFP® with 33 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior roles include positions at Securities America Advisors and Ameriprise Financial Services, where he worked from 2009 to 2024. Outside of his advisory work, he is president of Patrick Henry, Inc., a business advisory firm focused on mergers and acquisitions, private equity, and business operations coaching. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party managers to construct diversified portfolios.

Alvin Hayes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank since 2012 and J.P. Morgan Securities since 2017. Prior to his financial services career, he worked at Colling Homes Inc. for eleven years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Stephen Zade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2015. In addition to his advisory role, he operates an independent insurance agency and owns a business entity engaged in investment-related activities. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, delivering financial planning, investment management, and retirement plan advisory services. The firm offers a range of portfolio management solutions through a network of independent financial professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Logan Davies is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage and JM Outreach Solutions. 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Susan Brown is a Series 66-licensed financial advisor with Edward Jones in Sterling Heights, MI, and has 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of more than 23,700 financial advisors.

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.

Charles Powers is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. His work history includes roles at CapStone Wealth Management, Barton Malow, and involvement with Young Entrepreneurs Across America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven investment solutions.

Daniel Heppler II is a financial advisor at Edward Jones in Clinton Township, MI, holding a Series 66 designation with one year of industry experience. He has been with Edward Jones since 2021, following roles both at the firm and outside the financial sector, including positions at Lochmere Country Club and Christian Financial Credit Union. 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 national network of advisors and branch offices, and manages over $1 trillion in assets under management.

Channing Pritchett is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Pritchett has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Mark Gugel is a financial advisor with Thrivent Investment Management in Shelby Township, MI. He holds Series 63 and Series 66 designations and has 24 years of experience. Since 2002, he has worked with Thrivent Financial for Lutherans, Thrivent Investment Management, and Walsh College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering written recommendations on a wide range of financial topics without including implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining separate engagements.

Kristie Szejbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Timothy Kopchick is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has previously worked with Avantax Advisory Services and Avantax Investment Services, and he is a partner at Kopchick & Company, P.C., where he practices tax and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with various portfolio management and planning services across discretionary and non-discretionary authorities.

Peter Marsh is a financial advisor with LPL Financial in Macomb, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 2016. Marsh holds a Michigan Notary Public Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Nicole Morgia is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill Lynch Pierce Fenner & Smith since 2016. 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. The firm offers multiple investment strategies including model-based and discretionary approaches, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

John Downey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. 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 and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Robert Zvonek is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial and Summit Brokerage Services. Outside of his advisory roles, he serves on the finance committee of the Clinton River Watershed Council, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and automated portfolio rebalancing.

Alexander Sesi is a financial advisor with J.P. Morgan Securities in Shelby Township, MI, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to his current role, he worked at Amazon and operated a business called Vegas Party Shoppe for over a decade. Outside of his advisory work, he is an owner and partner of RD Capital Group, LLC, a real estate venture focused on property acquisition and sales. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.