Hugh Blake Thomas is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at Citizens Securities, Inc. since 2021 and previously held a position at Tiaa from 2016 to 2020, with a sabbatical in between. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

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.

Erik Talmage is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 credential and previously worked at Eagle Strategies, NYLIFE Securities, New York Life Insurance, and Ameriprise Financial Services. Outside of finance, he has experience in athletics and gymnastics organizations. Charles Schwab & Co., Inc. serves a broad client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

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.

John Gellasch is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. He serves as secretary on the Board of Directors for Saint Paul Lutheran Church in Grosse Pointe Farms, MI. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team, alongside a broad range of advisory, brokerage, and insurance solutions.

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 at LPL Financial with a Series 66 designation and three years of industry experience. His prior work includes roles at Advantage Tax and Financial, St. Joseph Mercy Oakland, and Topgolf. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, incorporating discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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 credentials and one year of industry experience. He has worked at LPL Financial and Genisys Credit Union since 2024, with prior roles in the retail and service industries. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering discretionary and non-discretionary management supported by research and model portfolios.

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.

Jingyuan Cao is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2012. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Asha Patel is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Genisys Credit Union. Patel is also involved with Genisys Investment Services, a related business entity. 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, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Jason Huntley is a CFP® professional with 28 years of experience in financial advisory services. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley is involved in local government as a member of the Cohoctah Township Zoning Board of Appeals and serves as a precinct delegate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior firms include LifeMark Securities Corp. and Foresters Equity Services, Inc., and he has also worked as an independent insurance agent. Robinson is involved with Community Choice Credit Union as well. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, utilizing a range of investment strategies and technologies.