John Nelligan is a CFP® and Series 66 licensed advisor at Fidelity with 14 years of industry experience. His background includes roles at CUNA Brokerage Services, TIAA, Cetera Investment Services, Chemical Bank, and PNC Wealth Management. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process, including oversight of affiliated sub-advisers and advisory roles for multiple registered investment companies.

Logan Hugo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and at Farm Bureau Insurance of Michigan. 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 financial advisors and branch offices across the country.

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.

Hunter Fritts is a financial advisor at OSAIC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Huntington Bank, Clear Strategy, and Daniel's Glass, among others. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities, offering a variety of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

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.

Matthew Murray is a financial advisor at Fidelity with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing, Wells Fargo Bank, and JP Morgan Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Crysta Manthei is a financial advisor with LPL Financial in Howell, MI, holding a Series 66 designation and four years of industry experience. She has been with LPL Financial since 2022 and has involvement with the Wharton Center for Performing Arts since 2019. 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 and access to model portfolios and third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

Angelo Leslie is a Series 65 licensed financial advisor with eight years of industry experience. He currently works at Osaic Wealth Inc and has previously held roles at Gries Financial Partners, Planning Alternatives Ltd., and PNC Bank. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and efficient frontier analysis.

Richard Smith is a CFP® and Series 66-registered financial advisor with Edward Jones in Howell, MI, where he has worked since 2011. He has 14 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Donna Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 1987. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Tracy Nafe is a financial advisor at OSAIC Wealth Inc with one year of industry experience and holds a Series 66 designation. Prior to joining OSAIC, she has been a licensed residential real estate agent in Michigan since 1998 and currently maintains her license while referring out most clients. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform with an investment process focused on model-based asset allocation and portfolio optimization.

Kelley Albrant is a financial advisor at Edward Jones with nine years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2017. 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 advisory services supported by a large network of financial advisors and branch offices nationwide.

Dominik Kudzma is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services. Outside of his advisory role, he owns ModInteractive, a business that builds and designs websites for small businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Matthew Creme is a financial advisor with LPL Financial in Howell, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He previously worked at Fifth Third Securities and has been affiliated with both LPL Financial and the Bank of Ann Arbor since 2017. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Compton is a financial advisor with Thrivent Investment Management based in Brighton, MI. He holds a Series 66 designation and has 10 years of industry experience. Compton has been with Thrivent and its affiliated entities since 2016, including a prior role at Thrivent Financial for Lutherans from 2007 to 2017. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing option called “WealthPlan.”