Jeffrey Linska is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Lincoln Investment, and Securities America Advisors. Outside of advisory work, he is involved in life insurance and annuity sales through registered channels and operates an advisory business under The Linska Group. OSAIC Wealth serves a diverse range of retail and institutional clients with brokerage and advisory services, offering model-based asset allocation and portfolio optimization across various programs, including Unified Managed Accounts and retirement plan consulting.

Alison Truchan is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Raymond James & Associates and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Marc Powers is a financial advisor with Raymond James Financial in Oxford, MI, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1997 and has been involved in real estate since 2011. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools to model potential outcomes and supports municipal and public-finance work through its affiliation with a municipal advisor.

Timothy Curry is a financial advisor with Merrill, holding a Series 66 license and seven years of industry experience. He has been with both Merrill and Bank of America since 2010. Outside of his advisory role, he works as an independent delivery driver for Shipt, Inc. and DoorDash Inc. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Jay Smith is a CFP® with 44 years of experience in the financial services industry. He has been with Raymond James Financial and its affiliates since 1986 and currently operates out of Oxford, MI. Outside of his advisory role, he is a partner in an LLC that holds real estate used for his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Kristie Szejbach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale 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 that utilizes model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Grant Fodor is a financial advisor with Edward Jones in Lake Orion, MI, holding a Series 66 license and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory work, he serves as president of Fodor Family Farm, LLC, a hobby farm and retail business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

John Kokubo is a CFA® charterholder with 39 years of industry experience. He is currently with Wells Fargo Advisors, having joined in 2025 after a combined 16 years at Morgan Stanley Smith Barney LLC and 10 years at Morgan Stanley Private Bank, N.A. He is also the principal owner of a private wealth management firm. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Gino Petitta is a financial advisor with LPL Financial, holding Series 66 and Series 63 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2003. In addition to his advisory role, he is involved in offering and referring property and casualty insurance through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by technology and extensive resources.

Lucas Kokubo is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and three years of industry experience. Before joining Wells Fargo in 2025, he worked at Ameriprise and J.P. Morgan Securities. Outside of his advisory role, he owns Tempest Global Provisions, a retail business in Clarkston, MI. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting certain net-worth thresholds. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Paul Wendling is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He previously worked for Commonwealth Financial Network for 25 years before joining LPL Financial in 2026. Wendling is also involved in fixed insurance sales as an agent. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,900 advisors and overseeing over $819 billion in discretionary assets.

Justin Riley is a financial advisor at Fidelity with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Morgan Stanley. Riley joined Fidelity in 2018, where he has held roles across Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios composed of mutual funds, ETFs, and ETPs.

Kurt Schuster is a CFP® professional with 25 years of industry experience, currently affiliated with LPL Financial since 2010. He provides personal income tax preparation and planning services through Qolity Tax and is involved in other business ventures including a business ownership role at MOB Industries. 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 a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and research resources.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor firm since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. 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 a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by various operational and research tools.

Marco Pasquali is a financial advisor with J.P. Morgan Securities in Oxford, MI, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Merrill and JPMorgan Chase Bank, N.A., as well as prior experience at Hewlett Packard Enterprise / DXC Technology. 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 searches, and customized performance reporting supported by both quantitative and qualitative research.

Andrew Roosa is a financial advisor with Edward Jones in Almont, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

William Colvett is a CFP® professional with 23 years of industry experience currently with LPL Financial. His prior roles include positions at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial, where he has maintained a long-term involvement. In addition to his advisory work, Colvett is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is a national broker‑dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including model portfolios, third-party asset management, and customized strategies, supported by advanced operational tools.

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad array of advisory and non-advisory financial services.

Joshua Bush is a financial advisor with Edward Jones in Clarkston, MI, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Bush is the owner of two real estate-related businesses, Arbusto Amadeo LLC and Honeybee Investments LLC, both located in Michigan. 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.