Jason Bockrath is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Claus is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include positions at CUSO Financial Services, DFCU Financial, and experience in academic and community settings, including Adrian College and the Saline District Library. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions, through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing model portfolios, research, and advanced technologies across its investment management solutions.

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.