Steven Johnson 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 been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank NA since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Glen Walborn is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 24 years of industry experience. He has been with Raymond James & Associates since 2001. Outside of his advisory role, he volunteers with the Plymouth Lions Club and the St. Vincent DePaul Society. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutional plans, and municipal entities. The firm offers financial planning and consulting services through a variety of portfolio management styles and supports its advisors with extensive research and model management options.

Erica Sheridan is a financial advisor at Edward Jones in Lexington, MI, holding a Series 66 designation with 19 years of industry experience. She has been with Edward Jones since 2004. Sheridan serves as a board member of the Sanilac County Community Foundation, a philanthropic organization. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jacob Neu is a Series 66 licensed financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the University of Detroit Mercy from 2013 to 2018. 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 discretionary and non-discretionary investment strategies and affiliated financial products.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2024, Cain spent 18 years at Woodbury Financial. He is also involved as a partner and executive vice president at Great Lakes Financial Advisors Group, where he works on financial issues and supports company representatives. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Jennifer Walker is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and previously worked with Lee E. Holland, CPA, CFP, from 2015 to 2017. Outside of her advisory role, she is a licensed notary public and owns businesses providing tax preparation and accounting services. 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 advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Peter Nanasi is a CFP®-certified financial advisor with Ameriprise, bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he has translated a book titled *Love and Loss: Tales from Hungary* into English and made it available through print-on-demand. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jacob Newman is a Series 66 licensed financial advisor with Equitable Advisors, located in Plymouth, MI. He has one year of industry experience and previously worked at Fidelity Investments. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary advisory solutions.

Michael Ajlouny is a financial advisor with UBS Financial Services in Plymouth, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Ernest Hughes is a CFP®-credentialed financial advisor with Raymond James Financial in Plymouth, Michigan, bringing 49 years of industry experience. He has been with Raymond James Financial Services since 1999 and has served as a joint executor for his mother since 2018. Outside of advising, he owns a support company, First Financial Strategies, Inc. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through its affiliation with a municipal advisor.

Edward Smith is a financial advisor with LPL Enterprise holding Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at Prudential Insurance Company of America since 1987 and joined LPL Enterprise in 2024. Smith serves as Rotary District Governor Nominee Designate for Rotary District 6400. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a variety of financial products, combining advisory services with insurance offerings through an affiliated agency.

Jason Davis is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Knepp Financial Group, LLC and FSC Securities Corporation in prior roles. In addition to his advisory work, Davis owns Knepp and Associates Tax Service, where he prepares clients’ tax returns during the tax season. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and multiple investment strategies to manage portfolios on both discretionary and non-discretionary bases.

Norman Turfe is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 1991. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its large nationwide network of advisors and branch offices.

Scott Skowronski is a financial advisor with Raymond James & Associates in Plymouth, MI. He holds Series 63 and Series 65 credentials and has 29 years of industry experience, including prior roles at Ameriprise and Comerica Securities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting through a variety of programs and offers municipal advisory services along with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Andrew Hinrichs is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2018. Outside of advising, Hinrichs co-owns Futbol Is Life LLC, a memorabilia sales business where he serves as CFO and small business consultant. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Marc Van Solkema is a financial advisor at Edward Jones with 30 years of industry experience. He has been with Edward Jones since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he owns a rental property in White Lake, Michigan, managed by a third-party company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Daniel Yutzy is a financial advisor with LPL Financial in Northville, MI, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and Baldwin Capital Management since 2020. Outside of his advisory role, Yutzy is involved with Baldwin Capital Tax Services, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services incorporating both discretionary and non-discretionary management, supported by research, model portfolios, and various investment strategies.

Jon Vigi is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jennifer Blandford is a financial advisor with UBS Financial Services in Plymouth, Michigan, holding a Series 66 designation and 21 years of industry experience. She has been with UBS since 2009. Outside of her advisory role, she operates a personal website called TheFamilySaver.com. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kim Crock is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custody and trade execution services.