David Galant 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 at RTX Corporation and held roles at Domino's Pizza Inc. and Spartan Consulting Inc. Outside of finance, he has experience coaching high school basketball and baseball teams. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Steven Kenger is a financial advisor with MassMutual Investors Services in Ann Arbor, MI, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2002. In addition to his advisory role, he is involved in insurance sales with Insight Insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, asset management, and educational programs, utilizing firm-approved software tools and structured annual planning engagements.

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.

Stacy Downing is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of her advisory role, she serves as secretary of the Clinton, MI Rotary Club and is an advisory board member for the Tecumseh Parks & Recreation Department. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

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.