Sean O'Guinn is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and has been in the industry since 2026. His previous work experience includes roles at Integrity Home Health Care, Qualified Staffing, and Trialon Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Alicia Crafts is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to develop customized financial plans tailored to their goals and preferences. She emphasizes collaboration and a holistic approach to financial planning aimed at providing flexibility and peace of mind. Alicia has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held various positions at TCF Bank from 2016 to 2020, including Assistant Branch Manager and Branch Supervisor. She began her banking career as a Branch Teller at both CCF Bank and TCF Bank. Outside of her professional work, Alicia enjoys bowling, family activities, parenthood, and reading.

Christopher Walker is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. He partners closely with clients to develop financial plans tailored to their individual goals and circumstances, utilizing Fidelity's technology and platform to simplify complex financial planning. Christopher's professional experience spans over a decade and a half in the financial services industry. Prior to joining Fidelity, he served as Vice President, Financial Advisor at Huntington Financial Advisors from 2013 to 2024. Earlier in his career, from 2007 to 2013, he was a Licensed Insurance Sales Representative with State Farm Insurance. Outside of his professional work, Christopher has personal interests that include cars, family activities, and golf.

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 at LPL Financial with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including Questar Asset Management, Woodbury Financial Services, Clear Strategy Financial, and OSAIC. Outside of his advisory role, he is involved in managing real estate ventures and owns Clear Strategy Retirement Group, which offers fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning and investment management services, including model portfolios and third-party asset management. The firm supports advisors with technology and offers various financial and credit products alongside its advisory services.

Hugh Blake Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Citizens Securities, TIAA, Ameriprise, Wells Fargo Clearing, UBS Financial Services, Natcity Investments, and Comerica Securities. He is based in Brighton, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors and employs various investment strategies supported by research and technology tools.

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.

Sam Schmondiuk is a Financial Consultant at Fidelity Investments, where he has held various roles since 2022. His career at Fidelity began as a Financial Representative, followed by positions as a Relationship Manager and Planning Consultant before assuming his current consultant role in 2026. Prior to that, he worked as a Client Services Associate at Ameriprise Financial from 2021 to 2022. Sam focuses on building partnerships with clients and their families to develop and implement comprehensive financial plans. He emphasizes reliability and a holistic approach to assisting clients in achieving their long-term financial goals and preparing for both planned and unplanned life events. Outside of his professional work, Sam enjoys fitness, football, golf, music, and social events with friends. He also has an interest in exploring food.

Nicholas Ajlouny is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Fidelity Investments since 2023 and previously held roles at Michigan First Credit Union and United Wholesale Mortgage. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

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.

Ted Campbell is a Financial Consultant currently working at Fidelity Investments since 2019. He has extensive experience in the financial services industry, having held positions such as Senior Investment Consultant at TD Ameritrade from 2018 to 2019, Financial Consultant at E*TRADE from 2015 to 2018, Financial Consultant at PNC Bank from 2014 to 2015, and Relationship Banker at JP Morgan Chase from 2012 to 2014. Ted focuses on partnering with clients to understand their financial goals and to develop customized financial plans tailored to their unique needs. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency in his work. He holds a California Insurance License.

Donald Gillis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James Financial since 2010 and Raymond James Financial Services, Inc. since 2004. He is also the owner of The Gillis Group, a support company based in Highland, MI. 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, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Adam Upleger is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial and St. Joseph Mercy Oakland. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational resources.

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.

Grant Burkhard is a Planning Consultant at Fidelity Investments, a position he has held since 2025. In this role, he collaborates with clients, Financial Consultants, and Wealth Management teams to develop strategies that support clients' unique planning needs. Prior to his current role, Grant served as a Relationship Manager at Fidelity Investments from 2023 to 2025 and as a Financial Representative from 2022 to 2023. Through these roles, he has gained experience in client relationship management and financial representation. Additional information regarding Grant's education, credentials, personal interests, or community involvement has not been provided.

Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. He has held roles at LPL Financial and Genisys Credit Union since 2020, with additional work history in the hospitality sector. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by a large network of investment adviser representatives.

Mark Macarthur is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he works closely with Fidelity Private Wealth Management clients to assist them in building, preserving, and transferring their wealth. He serves as the primary point of contact for clients in developing their overall wealth strategy. Mark coordinates a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to co-create and implement tailored financial plans based on each client's individual situation. He has been with Fidelity Investments since 2008, initially serving as Vice President Financial Consultant before advancing to his current position in 2014. Outside of his professional responsibilities, Mark's personal interests include biking, fitness, football, and swimming.