Angelo Leslie is a financial advisor at Osaic Wealth Inc. with eight years of industry experience. He holds a Series 65 designation and has worked previously at Gries Financial Partners, Planning Alternatives Ltd., PNC Bank, and Comerica Bank. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Matthew Twomey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Primerica Advisors since 2015 and also has work experience at Floor & Decor and CANYOUHANDLEBAR.COM. Outside of his advisory role, he is involved in sales for non-investment related home security and automation products through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

Oscar Ford is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at firms including Prudential and Thrivent Financial. Outside of his advisory role, Ford is a board member of the nonprofit BuildOn Detroit and owns StratSo Solutions LLC, a light manufacturing outsourcing company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

Michael Welton is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Fidelity and its affiliates since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios consisting of mutual funds, ETFs, and ETPs.

Paula Swain is a CFP®-certified financial advisor with 27 years of industry experience, currently with LPL Financial since 2025. Her prior experience includes roles at Lincoln Financial Advisors, Inc and Linsco/Private Ledger Corp. Outside of her advisory work, she writes and coaches through her book and blog, Soar from Silence, offering one-on-one personal life coaching. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory, and brokerage services. The firm provides discretionary and non-discretionary management across varied programs, supported by research, model portfolios, and a suite of technology-enhanced investment solutions.

Jalen Mitchell is a financial advisor at Merrill with Series 63 and Series 65 designations and less than one year of industry experience. Prior to joining Merrill, he held various roles at Bank of America, Chase Bank, Citizens Bank, and Apple Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Warner is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and Wunderlich Securities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Cheryl Benway is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with Primerica since 2009 and has held positions at several organizations including the County of Genesee and Lorbec Metals USA Ltd. In addition to her advisory role, she is involved in the sale of home security and automation product referrals through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

John Wagner is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2016. Wagner is also an independent contractor financial advisor with Ballard Wealth Group. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers non-discretionary planning and investment consulting tailored to client goals using various analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

John Dreher is a financial advisor with Osaic, holding Series 63, 65, and 66 credentials and bringing 43 years of industry experience. Prior to joining Osaic in 2024, he spent 18 years at Woodbury Financial. He is also president and board member of John N Dreher & Associates, a fixed insurance agency, and has been involved in insurance product sales since 1982. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using a broad range of investment options and firm-supported asset-allocation tools across a large network of affiliated advisers.

Donna Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1987. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jonathon Kugler is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Fidelity Investments, Bank of America, Northwood University, and Mens Wearhouse. Merrill, alongside 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Nafe is a Series 66-licensed financial advisor with Osaic Wealth Inc, based in Brighton, Michigan, and has one year of industry experience. Prior to her current role, she has been a licensed residential real estate agent since 1998, working with multiple brokerages and currently affiliated with Remax Platinum Real Estate. She maintains her real estate license but now limits her involvement to referring most clients and working part-time outside of trading hours. Osaic Wealth Inc serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management, incorporating a diverse set of investment products and third-party programs.

Michael Baker is a financial advisor at Fisher Investments with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edward Jones, Pacific Oak Capital Markets, and LPL Financial. Fisher Investments serves a global clientele of institutional and high-net-worth clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach combining quantitative and qualitative research and utilizes tax-aware and risk management strategies in its portfolio construction.

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.

Kelley Albrant is a Chartered Financial Consultant (ChFC®) with a Series 66 license, currently serving as a financial advisor at Edward Jones in Howell, MI. He has eight years of industry experience, including six years at Gannett prior to joining Edward Jones in 2017. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Jerome Repovz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Cetera and its affiliates since 2019 and previously spent nine years at Summit Financial Group Inc. Outside of his advisory role, he is president of Sound Financial Services, Inc., focusing on life insurance sales and quotes. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Zaed Shamoon is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at firms including Bank of America, Northwestern Mutual, and several mortgage and banking institutions. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Derek Leek is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Dish Network for three years and attended Michigan State University. Outside of his advisory role, he has worked as a grocery delivery shopper. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment 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.