Jason Bockrath is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Michael Claus is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked in various roles, including positions at CUSO Financial Services, DFCU Financial, and Eastern Michigan University. He has also been involved with the Saline District Library and spent sixteen years at Adrian College. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Benjamin Bolen is a financial advisor with LPL Financial based in Ann Arbor, MI, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Fidelity Investments, Equitable Advisors, and Credit Union Trust, as well as service in the United States Army. Outside of advisory work, he is an author affiliated with Clarity Before Crisis. 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 investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Soo is the sole advisor at Soo Financial L.L.C., an independent registered investment adviser based in Saline, Michigan. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. Soo has led Soo Financial since 2003. Soo Financial L.L.C. manages approximately $23.2 million for 43 clients, providing portfolio management services to both individual and institutional clients, including pension consulting. The firm combines a solo-advisor structure with capabilities typically found in larger institutions, supported by documented policies on trade execution, custody, and proxy voting.