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.

Janet Nickel is a financial advisor with Morgan Stanley in Ann Arbor, MI, holding Series 63 and Series 65 licenses. She has 37 years of industry experience and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Conrad Landis is a financial advisor at Wells Fargo Advisors in Canton, MI, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Colorado Financial Advisors, Charles Schwab & Co., Inc, and service in the U.S. Army National Guard as an infantryman. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and financial planning services that cover a broad range of needs, including specialized areas such as business-owner transition and special-needs planning. Advisors provide tailored recommendations using firm research and planning tools, with clients choosing whether and how to implement them through brokerage or advisory programs.

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.

Joshua Brucker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having joined both firms in 2025. Prior to this, he worked at Equitable Advisors LLC for three years. 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 within a non-discretionary advisory program.

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.

Daniel Nickodemus is a CFP® professional with 35 years of industry experience, currently serving at Thrivent Investment Management since 2002. He is based in Plymouth, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves in several nonprofit and community positions, including Treasurer of Historic Trinity Lutheran Church and board member roles with related organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across multiple areas without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”

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.

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.

John Rolfes is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at LPL Financial before joining Ameriprise in 2016. Outside of advising, he serves as a basketball official for the Michigan High School Athletic Association. 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 recommendations and annual planning focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Sean Cooney is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Raymond James & Associates since 1999. 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 and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Devin Muylle is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and five years of industry experience. He has held roles at several companies including Great Lakes Wine & Spirits and Rustic Chic Boutique in addition to his financial services work. His business activities include sales of investment-related products as well as referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, managing approximately $15.5 billion in assets.

Marci Blankenship is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and nine years of industry experience. She has been with Thrivent and its affiliates since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and combines planning with managed-account programs while maintaining separate service structures.

Nick Nabors is the Vice President, Wealth Planner at Fidelity Investments. In this role, he works with clients to help them make financial decisions based on their priorities through a comprehensive financial planning approach that addresses long-term goals and identifies potential pitfalls. Nick has been with Fidelity Investments since 2018, serving in various positions including Wealth Planner, Financial Consultant, Investment Consultant, and Financial Representative. Prior to that, he was a Financial Advisor at Thrivent Financial from 2009 to 2017 and briefly held a position as an Internal Wholesaler at Raymond James in 2018. He holds a California Insurance License. Outside of his professional career, Nick's personal interests include family activities, fitness, golf, reading, running, and soccer.

Sarah Markeson is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., Ganz Group Inc, and Restaurant Growth Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks where applicable.