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.

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 with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial and St. Joseph Mercy Oakland. 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 portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.

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.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at LPL Financial and Genisys Credit Union since 2020, with additional work history in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Asha Patel is a financial advisor with LPL Financial based in White Lake, MI, holding a Series 66 designation and five years of industry experience. Her career includes roles at Cetera and Genisys Credit Union, where she has worked in various capacities over the past decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both proprietary and third-party strategies.

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.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Community Choice Credit Union, LifeMark Securities Corp., and Foresters Equity Services, Inc. Robinson has also worked as an independent insurance agent. 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 services including financial planning, model portfolios, third‑party asset management, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 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.

Andrew Cronk is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2021. His career includes roles at Cambridge Investment Research, Inc. and Securities America, Inc. He is also active as a real estate agent with New Michigan Realty. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.

David Smith is a financial advisor with Primerica Advisors in Wixom, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Primerica Financial Services since 2002 and Primerica Advisors since 2004. From 2018 to 2023, he was involved with Akillez Marketing Corp. Outside of advising, he engages in the sale of home security and automation products through part-time referrals for affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies developed by third-party asset managers. The firm operates at scale with thousands of advisors and offices, offering portfolio options that include strategic, tactical, tax-managed, and income-distribution models.

Crysta Manthei is a financial advisor with LPL Financial in Howell, MI, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2022 and has involvement with the Wharton Center for Performing Arts since 2019. 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 and access to model portfolios and third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

Anthony Ajlouny is a financial advisor with UBS Financial Services in South Lyon, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining UBS in 2024, he worked at Auto-Owners Insurance and IHS Markit. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Albert Sharp II is a financial advisor with Ameriprise in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its predecessor firm since 1985. Outside of his advisory role, he owns and operates a motel and apartment business. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.