Thomas Baughman is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2000. He is also involved with Northwood Capital, a support company where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients, offering tailored, non-discretionary investment consulting and a range of advisory programs supported by analytical and risk-profiling tools.

Justin Mulholland is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 17 years of industry experience. He previously spent 11 years at Cambridge Investment Research Advisors before joining LPL Financial in 2024. Mulholland owns a financial services business outside of his advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by various model portfolios, third-party subadvisors, and technology-driven investment solutions.

Allison Brooks is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Brokerage Services LLC since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with multiple registered investment companies and the use of systematic methodologies and AI in its investment process.

Kevin Johnson is a financial advisor with Edward Jones in Dexter, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide 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 operates a large nationwide network of financial advisors and branch offices.

Michael Soo is the sole advisor at Soo Financial L.L.C., an independent registered investment adviser based in Saline, Michigan. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. Soo has led Soo Financial since 2003. Soo Financial L.L.C. manages approximately $23.2 million for 43 clients, providing portfolio management services to both individual and institutional clients, including pension consulting. The firm combines a solo-advisor structure with capabilities typically found in larger institutions, supported by documented policies on trade execution, custody, and proxy voting.