Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. spanning from 2010 to the present. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

James Burden is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 1996. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with advice provided by its network of investment adviser representatives who may use various investment strategies and operational tools.

Monnencia Riley is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds Series 63 and Series 65 designations and has been with Thrivent since 2016. Outside of her advisory role, she serves on several community boards, including the Anchor Bay Chamber of Commerce, the Village of East Harbor assisted living community, and the finance committee for Presbyterian Villages of Michigan, among others. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on various financial topics without implementation. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Jennifer Terrano is a financial advisor at Ameriprise in Macomb, MI, with four years of industry experience and a Series 66 designation. She has been with Ameriprise for ten years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Michelle Gravelle is a CFP® with 36 years of industry experience, currently serving as a financial advisor at LPL Financial since 1996. She is based in Clay, MI. Her other business activities include ownership of Gravelle and Co. Financial Management for tax purposes only. 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 other institutions. The firm offers a range of financial planning and portfolio management solutions delivered through a large network of investment adviser representatives.

Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.

Erin Rohn is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at firms including Keller Williams, H.D. Vest Investment Services and Advisory Services, Trivelloni Asset Management, LLC, and Janis DeGregory & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of account types. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Roberts is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held positions at Morgan Stanley since 2016 and previously worked at Merrill from 2003 to 2006. He holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

Lauren Bayless is a financial advisor with Primerica Advisors in Richmond, MI, holding Series 65 and Series 63 licenses and having five years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, St. Clair County Community College, and McLaren Port Huron. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ashlyn Klaski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in various roles including positions at Garber Buick Company, Gateway Financial Services, and Perani's Hockey World. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. 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.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Steven Reauso is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at The Huntington Investment Company, Citizens Securities, Oppenheimer, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

James Winiarski is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2012 before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Sarah Mulrenin is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. She has prior experience at Merrill and Victory Home Loans. In addition to her advisory role, she supports Shane Brown as an associate at S.R. Brown LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique capabilities in municipal and public finance advisory services.

Corey Suchocki is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including 17 years at Putnam Investments before joining LPL Financial in 2022. 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, third-party asset management access, and institutional platforms.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.