Jennifer Brawn is a financial advisor with Edward Jones in Ypsilanti, MI, holding the Series 66 designation and three years of industry experience. She previously worked at Bank of America for six years before joining Edward Jones in 2021. 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 strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harrison Kennard is a CFP® with 18 years of industry experience, currently with LPL Financial since 2026. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for 16 years, and Edward Jones for 3 years. Kennard is also the owner of HMK & Co LLC, an advisory firm based in Ann Arbor, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutional clients. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, utilizing both discretionary and non-discretionary investment strategies.

Fernando Leon is a financial advisor at Edward Jones in Ann Arbor, MI, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Encore Service Group LLC, Employbridge, Moore Nelson Routes, Coralogix, Looker, Inc., and HubSpot, Inc. 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 nationwide network of financial advisors and branch offices.

Vikhar Samad is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President Financial Consultant at Charles Schwab from 2018 to 2024, and as a Financial Advisor at Merrill Lynch from 2016 to 2018. His professional experience encompasses various aspects of financial advising and consulting, contributing to his expertise in the field. Vikhar communicates in Hindi, Spanish, and Urdu, which allows him to engage with a diverse client base effectively. Outside of his professional work, Vikhar is interested in family activities, social events with friends, golf, lake-related activities, outdoor adventures, and traveling.

Nicholas Shelar is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He has been with Fidelity Investments since 2018, serving in various roles including Planning Consultant, Investment Consultant, Regional Investment Consultant, and Customer Relationship Advocate. Nicholas focuses on understanding his clients' entire financial situations and goals. He collaborates with clients and leverages Fidelity's resources to develop long-term plans tailored to their needs, providing guidance aimed at helping them work towards their financial objectives. Outside of his professional role, Nicholas has interests in food, golf, outdoor adventures, and traveling.

Laurie Piper is a financial advisor with Cambridge Investment Research Advisors in Ann Arbor, MI, holding a Series 66 designation and 24 years of industry experience. She has previously worked at Questar Asset Management, Sigma Planning Corporation, and Parkland Securities LLC. Outside of her advisory role, she serves as a Sunday school teacher at Temple Israel. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services through a large network of financial professionals and multiple platforms.

Joseph Denis is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has previously worked at Bank of America and Michigan First Credit Union. Denis also serves as a notary. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Asbjorn Jensen is a financial advisor at Edward Jones in Ann Arbor, MI, with 11 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked for 12 years with the Eastern Michigan University Foundation. Jensen has no reported responsibilities outside of his primary role. 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.

Claire Hayes is a financial advisor with Mass Mutual Investors Services in Ann Arbor, Michigan, holding CFP® and Series 66 credentials and six years of industry experience. Prior to joining Mass Mutual and MML Investors Services in 2020, she worked at Lear Corporation and Diageo. She is also a partner at Insight Financial Partners LLC, where she provides financial planning and advisory services to clients in the Ann Arbor area. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning process.

David Mehram is a financial advisor with Wells Fargo Clearing in Ann Arbor, MI, holding a Series 66 designation and 26 years of industry experience. His previous roles include positions at UBS Financial Services and Merrill. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and integrates both brokerage and advisory solutions.

Thomas Bosio is a financial advisor at Ameriprise in Ann Arbor, MI, with six years of industry experience and a Series 66 designation. He has been with Ameriprise since 2019. Outside of advising, Bosio is employed through Reider Holdings LLC, where he receives his salary. 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 annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Manchester is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns for five years. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Peggy-Sue McNier is the Vice President and Branch Leader at Fidelity, a role she has held since 2019. In this capacity, she contributes to Fidelity's vision by encouraging team members to explore their unique paths and pursue meaningful goals. Her professional identity centers on leadership within the financial services industry. Her experience spans over two decades in financial consulting and planning. Prior to her current position, she served as Vice President and Financial Consultant at Charles Schwab from 2014 to 2019, and as Senior Financial Consultant at LSG Financial from 2010 to 2014. Earlier roles include Vice President of Retirement Planning at Freedom One Financial from 2004 to 2010, and Manager of Financial Planning at Prudential Financial from 2001 to 2004. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Robert Stites is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2018 and previously at Blue Water Asset Management and Invest Financial Corporation. He has also operated Stites Financial LLC since 1997, which includes an insurance agency offering health, life, group benefits, and accident insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, providing a range of advisory and brokerage services through a large network of investment adviser representatives.

Charles Dobben is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research and Spring Arbor University. Outside of his advisory role, Dobben coaches tennis and pickleball in the Ann Arbor and Jackson, Michigan areas. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides customizable investment approaches supported by proprietary research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Matthew Heinz is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in various roles, including positions at Torch Lake Cafe and Grand Valley State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios using mutual funds, ETFs, and ETPs.

Matt Weber is a Financial Consultant at Fidelity Investments, where he partners with clients to develop financial planning strategies that align with their goals. He emphasizes empowering clients to actively engage with their wealth management process using Fidelity's tools and resources. Before his current role, Matt held positions as a Planning Consultant and Investment Consultant at Fidelity Investments. He also gained experience as a Wealth Associate with Legacy Wealth Partners and worked in roles such as Fraud Analyst and Mortgage Loan Processor at the Bank of Ann Arbor, as well as Mortgage Loan Coordinator at Citibank. Outside of his professional work, Matt enjoys activities such as biking, camping, family activities, outdoor adventures, parenthood, and skiing.

Josiah Keith is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Power Home Remodeling Group and in public school systems before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and provides advisory services with oversight of affiliated and unaffiliated sub-advisers.

Kirk Yackle is a financial advisor at Merrill with a Series 66 credential and recent entry into the industry. He previously worked at Delta College and held positions at UPS Store and Trugreen. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional investors.

Joshua Slusarczyk is a Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been working in the financial consulting field since 2013, with previous roles at Raymond James from 2018 to 2022 and at E*TRADE from 2013 to 2018. Joshua focuses on understanding clients' entire needs and goals through a holistic approach to investing. He collaborates with clients to develop plans aimed at achieving their retirement objectives. Outside of his professional work, Joshua has personal interests that include golf, spending time at the lake, parenthood, and soccer.