Rebecca Abel is a CFP® with 26 years of experience in financial advisory roles. She currently works at Concurrent Investment Advisors, LLC and previously held positions at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Ameriprise Financial Services, Inc. Outside of her advisory work, she owns Dvine Cookies LLC, a cookie company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides comprehensive wealth and investment management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that include ETFs, mutual funds, and other investment vehicles.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Mark Forsthoefel is a financial advisor based in Farmington Hills, MI, affiliated with Raymond James & Associates. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 25 years with Raymond James & Associates. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisers.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

Gary London is a financial advisor with J.P. Morgan Securities in Hartland, Michigan, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Fidelity Investments and several financial services firms. He is also an officer of London Financial LLC, a financial services entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Mark Pagels is a financial advisor at Edward Jones based in Brighton, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at MedTest for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kathleen Aksten is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions at Invest Financial Corporation, Executive Wealth Management, and Founders Financial Securities LLC. Outside of her advisory work, she owns and operates a retail alpaca boutique and an animal exhibit business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Anthony Caruana is a financial advisor with Ameriprise in Northville, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Ameriprise since 2018 and previously spent nine years with Wunderlich Securities, Inc. Ameriprise provides a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Spencer Godin is a financial advisor at Raymond James & Associates with three years of industry experience. He holds the Series 66 designation and has previously worked with The Aspire Group LLC and in roles outside of finance, including with Shoot Out Hockey Inc. and the Nashville Predators. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and investment consulting through various advisory programs.

David Hester is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief period at Robert Baird & Co. In addition to his advisory work, he serves as a notary public and has ownership in a storage business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.

Kenneth Osler is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has worked at Ameriprise since 2018, following prior experience at Wunderlich Securities, Inc. from 2015 to 2018. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jack Mooradian Jr. is a financial advisor with Morgan Stanley in Farmington Hills, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by a structured process and advanced analytical tools.

Julie Emery is a financial advisor with J.P. Morgan Securities in Novi, MI, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan since 2015 and is involved with the St. Vincent de Paul - St. Kenneth Conference from 2022 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework supported by centralized due diligence.

Jake Cain is an Investment Consultant currently working with Fidelity Investments since 2025. He collaborates with clients to develop personalized financial plans tailored to their individual goals. Prior to his current role, he was a Financial Advisor at UBS from 2022 to 2025. Jake focuses on building strong client relationships by simplifying complex financial decisions and demonstrating dedication to his clients' financial well-being. Outside of his professional career, he has interests in baseball, football, and golf.

Jennifer Hunter is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Vision Capital Partners and Triad Advisors, Inc. Her current role at Raymond James began in 2023. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individual and institutional clients. The firm uses tailored, non-discretionary consulting informed by analytical tools and supports a broad network of advisors with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Rob Martinez is a Financial Consultant at Fidelity Brokerage Services, LLC, where he assists individuals and families in pursuing their financial freedom through an individualized planning process. His work focuses on helping clients accumulate and protect their wealth by implementing sound investment strategies. Prior to his current role, Rob served as an Investment Consultant at Fidelity Brokerage Services from 2022 to 2024 and as a Financial Consultant at Equitable from 2021 to 2022. Rob's professional experience spans various aspects of financial consulting and investment advising, emphasizing personalized financial planning and wealth management. Outside of his professional pursuits, he engages in activities such as baseball, bowling, fitness, and golf.

Hilary Renno is a financial advisor with Edward Jones in Clarkston, MI, holding the CFP®, ChFC®, and Series 66 designations. She has 17 years of industry experience and has been with Edward Jones since 2008. Outside of her advisory role, she is a partner in a real estate property management business. 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 nationwide network of financial advisors and branch offices.

Michael Husak II is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at OSAIC, Fsc Securities Corp, and Next Financial Group Inc. Outside of his advisory role, he serves as treasurer for a 501(c)(3) charity supporting medical costs for feral cats. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms, supported by various operational and research tools.

Joseph Janca is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at Raymond James and Ballard Wealth Group since 2017. Outside of his advisory role, he provides client service support at Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports a wide network of advisors with specialized services, including municipal and public finance work.