Colleen Cowles is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and two years of industry experience. She previously spent ten years at Venture Academy before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Logan Hugo is a financial advisor at Edward Jones in Pinckney, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Farm Bureau Insurance of Michigan and was involved in education for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Nicholas Sabo is a financial advisor with LPL Financial, holding a Series 66 designation. He has less than one year of industry experience, having held roles at LPL Financial and Equitable Advisors in 2025. His prior work background includes various positions outside the financial industry, such as at Crunch Fitness and Enterprise Rent-A-Car. 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 provides a range of advisory programs, financial planning services, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from internal and third-party sources.

Nicole Farrell is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior work includes roles at WWK Advisors, WWK Investments, Monroe Bank and Trust, and Carrington Golf Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

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.

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Gary Van Allen is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including 10 years at J.P. Morgan Securities and Jpmorgan Chase Bank in Michigan. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence, applies an ESG eligibility framework, and delivers services on a non-discretionary basis.

Jennifer Kreutzer is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at LPL Financial since 2014. She is based in Walled Lake, MI, and has been involved with CLEARPATH FINANCIAL GROUP, an investment-related business associated with her LPL activities. LPL Financial is a national investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary management, access to model portfolios and research, and a range of investment and technology solutions.

Daniel Welch is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory and investment businesses since the late 1990s. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide 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 supported by proprietary and third-party research.

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.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

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.

Mark Schneider is a financial advisor with LPL Financial in Northville, MI, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Advisors. 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, utilizing both discretionary and non-discretionary management supported by model portfolios and research from various sources.

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 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.