Brian Hanigan is a financial advisor at Edward Jones with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Prudential Investment Management Services LLC for ten years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a network of more than 23,700 advisors across the United States.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Kimberly Du Vernay is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, she worked for five years at Del Barba Insurance. Outside of her advisory role, she is the owner and content creator for Riverside Revival Home LLC, a home decor and furniture restoration business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and affiliated services backed by a nationwide network of advisors.

Timothy Tenbusch II is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JP Morgan Chase Bank, N.A. since 2014. Outside of finance, he owns and operates Tenbusch Construction and Equipment Leasing LLC, which focuses on home construction and equipment rental. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Adam Bradford is a Series 66 licensed financial advisor with Edward Jones in Oxford, MI, and has nine years of industry experience. Prior to joining Edward Jones in 2017, he worked at Rose Pest Solutions for 12 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed investment solutions. The firm operates under a fiduciary standard and is notable for its large network of advisors and branches, as well as its affiliated capabilities beyond traditional advisory services.

Ryan Caraway is a financial advisor with Merrill in Oxford, MI, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Merrill during multiple periods since 2015 and has been with Bank of America, N.A. since 2019. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Birch is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at JP Morgan Securities LLC from 2015 to 2020. In addition to his advisory role, he is involved in tax preparation services through Capstone Tax Services, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and portfolio management options supported by proprietary and third-party research.

Jeffery Fox is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management & Servicing, Inc. He is involved with Senior Resources, LLC and Physicians Preferred Planning, entities focused on retirement services and planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad range of advisory programs and financial planning services. The firm offers both discretionary and non-discretionary portfolio management, utilizing research and model portfolios to support diversified investment strategies.

Mark Bachman is a financial advisor with Edward Jones in Lapeer, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward Jones since 1988. Bachman serves as a board member for Lapeer County Community Mental Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Anthony Righi is a CFP® professional with 27 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2017. His prior roles include positions at Spc and Sigma Financial Corporation. He is also actively involved as a voting board member at Austin Catholic High School and plays guitar for his church. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension plans, charitable organizations, and other retirement-plan sponsors with financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers both proprietary and third-party model strategies across multiple platform arrangements, providing discretionary and non-discretionary investment solutions tailored to client objectives.

Jill Hedtler is a financial advisor with UBS Financial Services in Oxford, MI, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Peter Millar III is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at NYLIFE Securities Inc, New York Life Insurance Company, and Tarr Financial. Outside of advising, he has long-term experience in the food retail sector. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by proprietary research and third-party subadvisors.

Richard Cech Jr. is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various capacities including providing certified public accounting services through his sole proprietorship. His career includes roles at FSC Securities Corporation and his own CPA practices. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a wide range of investment options and uses tools such as asset-allocation models and automated rebalancing to manage portfolios on both discretionary and non-discretionary bases.

Christine Paul is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has worked with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Jason Baird is a financial advisor with OSAIC based in Washington, Michigan, holding Series 63 and Series 65 certifications and bringing 18 years of industry experience. He has worked at OSAIC since 2019 and previously held roles at Aurora Securities and Concorde Investment Services. Outside of advisory work, he serves as a non-voting board member for Verlinde Insurance Agency. OSAIC serves a broad client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party money managers to construct diversified portfolios managed on a discretionary or non-discretionary basis.

Benjamin Littlefield is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other firms. He also sells Medicare insurance through two companies, Action Benefits and American Group Insurance, assisting clients with healthcare options related to retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Todd Petty is a financial advisor with Edward Jones in Lapeer, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was involved with Christ's Church and Hillside Discipleship Church, serving at the latter for over a decade. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Scott Allen is a Series 66-licensed financial advisor with Edward Jones in Washington Township, MI, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, he serves as president of the Romeo Area Chamber of Commerce and owns a farm in Washington, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ronald Gray Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the country.