Kristen Hawkins Yakel is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial and Premier Financial Planning. J.P. Morgan Securities LLC 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 deliver customized investment solutions.

Joseph Morales is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has one year of industry experience and previously worked at Comerica Bank and United Mortgage Lending. Outside of finance, he is involved with Zagoda Olive Oil LLC, an entrepreneurial venture he has been part of since 2022. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, model portfolio wrap programs, third-party asset management arrangements, and access to brokerage and insurance products through its integrated advisory and sales platform.

Leonard Ciuzicki is a Series 66 licensed financial advisor with Edward Jones in Howell, Michigan, where he has worked for 10 years. His entire industry experience has been with Edward Jones. 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 and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Sean Mueller is a CFP® professional with 10 years of industry experience, currently affiliated with LPL Enterprise. He previously worked at Northwestern Mutual in various capacities from 2014 to 2024, including wealth management and investment services roles. LPL Enterprise serves a diverse clientele, including individuals, retirement plans, charitable organizations, and institutional clients, offering a range of advisory and brokerage services supported by an integrated platform that combines adviser programs with sales of financial products and lending solutions.

Hunter Fritts is a financial advisor at Osaic Wealth Inc. with a Series 65 credential and one year of industry experience. His prior roles include positions at Clear Strategy, Huntington Bank, Daniel's Glass, Crystal Glass, and Cosmopolitan Wallcovering. Osaic Wealth Inc. serves a wide range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of investment vehicles and third-party platforms, and supports both discretionary and non-discretionary account management.

Danielle Henry is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2019 and Premier Financial since 2018. Outside of advisory work, she briefly operated La Vita Bistro in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party resources.

Gary Paul is a financial advisor with Ameriprise in Chelsea, MI, holding Series 63 and Series 65 credentials. He has 33 years of industry experience, including six years with Ameriprise and five years with Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Macdonell is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at William Street, LLC. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Brian Repovz is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its related entities since 2019 and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he is also involved in selling fixed insurance products, including life, health, and disability insurance. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and program structures.

Derek Evans is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bryllan LLC and Pathfinder Middle School. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Jonathan Harris is a financial advisor with LPL Financial, holding a Series 66 license and bringing 14 years of industry experience. His previous roles include positions at Woodbury Financial Services, Questar Asset Management, and Clear Strategy Financial. In addition to his advisory work, he is involved in several business ventures, including ownership in multiple real estate entities and a retirement services firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from internal and third-party sources.

Hugh Blake Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Citizens Securities, Inc. since 2021 and previously held a position at Tiaa from 2016 to 2020, with a sabbatical in between. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

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.

Andrew Kellogg is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2013. Outside of his role at Raymond James, Kellogg works as an independent contractor managing client requests for Bison Wealth Planners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary planning tailored to client goals, leveraging analytical tools and risk profiling, and supports various advisory programs and institutional consulting.

Stephanie Diebold is a financial advisor at Edward Jones in Chelsea, MI, holding a Series 66 designation with seven years of industry experience. Her prior experience includes roles at Ameriprise and KeyBank National Association. Edward Jones is a wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides discretionary and non-discretionary solutions, tax-efficient services, and affiliated investment options.

Benjamin Griffith is a CFP® professional with 40 years of experience, currently serving at Raymond James Financial in Ann Arbor, MI. He has held roles at Raymond James of Dominos Farms since 2011 and operated Ben Griffith Financial Services from 2017 to 2023. Outside of his advisory work, he is the CEO of Bison Wealth Planners, a support company. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools to model potential outcomes and supports its clients through various advisory programs.

Kenneth Bieri is a financial advisor at Osaic with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Wealth Strategies Financial Group, and several other firms. Bieri is also president of Bieri Agency, Inc., where he operates a life and health insurance agency. Osaic Wealth, Inc. serves a diverse client base, including retail and institutional investors, through a broad network of advisers and multiple platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct diversified portfolios.

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.

Frederick Babe is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Michigan State University and Bison Wealth Planners. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique arrangement with a municipal advisor.

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.