Erin Rohn is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Keller Williams, H.D. Vest Investment Services and Advisory Services, Trivelloni Asset Management, LLC, and Janis DeGregory & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Roberts is a financial advisor with Morgan Stanley in Macomb, Michigan, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Karl Heusinkveld is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes positions at Bank of America, Comerica Bank, Jackson Dawson, and Nextek West Inc. He has also held roles outside of finance, including work with Faith in Public Life and extended travel. 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.

Shane Wummel is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, with prior experience at SGW Holdings, LLC. J.P. Morgan Securities 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Christopher Ohlert is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services, Inc. He is also involved in several financial services ventures, including ownership roles in United Planning Group and UPG Financial, and holds a position as president of COHLERT LLC. Additionally, he sells fixed insurance products such as life insurance, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and supports both discretionary and non-discretionary investment authorities.

Samantha Suhrcke is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning her career in 2026. Her prior experience includes roles at JPMorgan Chase Bank, Morgan Stanley, and the United States Postal Service. Outside of her advisory work, she has been involved with several local clubs, including the Country Club of Detroit, the Grosse Pointe Yacht Club, and the Neighborhood Club of Grosse Pointe. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence to support non-discretionary investment decisions.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Angela Pepper is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has worked at LPL Financial since 2017 following a year at National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary and third-party research.

Travis Leta is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank NA since 2011. 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 through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Hite is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jeffrey Manzella is a CFP® professional with 17 years of industry experience, currently advising at OSAIC since 2018. He has held previous roles at Signator Investors Inc from 2009 to 2018 and leads 30,000 FT Wealth Management, where he serves as president. Manzella’s business activities include sales and marketing of securities, investment advisory, and fixed insurance products. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing various portfolio construction tools and supports both discretionary and non-discretionary account management.

Jason Victor is a financial advisor at Edward Jones in Mount Clemens, MI, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining Edward Jones in 2024, he worked in the automotive industry for over a decade with Jim Riehl's Friendly Automotive and Golling Automotive Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Stephen Nofs is a Senior Financial Advisor and First Vice President at Merrill Lynch Wealth Management. He is co-founder of the Nofs Oprinski Group and serves as its lead investment strategist. Stephen specializes in providing wealth management strategies for uniquely successful families, business owners, physicians, and non-profit organizations. He collaborates closely with research analysts and portfolio managers to offer investment guidance based on strategic and tactical asset allocation and portfolio construction, supported by the group's Goals-Based Investing approach. Stephen attended Eastern Michigan University on a full athletic scholarship for football and earned a Bachelor of Science degree. He later worked in various roles within the Department of Justice for ten years, receiving recognition such as Officer/Agent of the Year in 1991. He subsequently obtained a Master of Business Administration (MBA) from the University of Phoenix before joining Merrill Lynch in 2000. From 2006 to 2021, he served as Resident Director of the Clinton Township Merrill Branch. Stephen holds multiple professional credentials including Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA®), Certified Plan Fiduciary Advisor (CPFA®), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™). He also maintains various FINRA registrations and life insurance licenses. Outside of his professional career, Stephen enjoys boating, football, music, reading, running, traveling, and spending time with his two children.

Michael Vanderweele is a CFP® professional with 21 years of industry experience. He is currently with Ameriprise and previously worked for Comerica Securities for 19 years. Vanderweele also serves as a wealth advisor and business development professional at Comerica Bank. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Roger Betcher Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior positions include roles at Securities America Advisors, The O. N. Equity Sales Company, and Ohio National Financial Services. He is the founder and president of Meagan's Way, a nonprofit organization. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services with a focus on integrated portfolio construction and access to third-party money management solutions.

Ashlyn Klaski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in various roles including positions at Garber Buick Company, Gateway Financial Services, and Perani's Hockey World. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Michael Lograsso is a ChFC® credentialed financial advisor with 49 years of industry experience. He is currently with OSAIC, having joined in 2025 after 27 years at Lincoln Financial Advisors Corporation. Outside of his advisory role, Lograsso is involved in offering fixed insurance products and senior settlement services through his own legal entity. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers and advisory platforms, providing integrated brokerage, investment advisory, and financial planning services. The firm employs various asset-allocation tools and offers discretionary and non-discretionary portfolio management options, supported by a complex corporate structure and multiple third-party service arrangements.

Jeffrey Lovett is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at Nationwide Securities, Inc. and Nationwide Insurance Company, where he worked for two decades, as well as six years at cfd Investments, Inc. He is also involved in several business entities related to tax and investment purposes. 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, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management backed by in-house and third-party research.

Andrew Covic is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase Bank and Equitable Advisors. Covic is also involved with Christian Financial Credit Union in an investment-related capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary strategies supported by in-house and third-party research.

Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.