Katrina Johnson is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. 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 solutions supported by a large nationwide network of advisors and branch offices.

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.

Rachel Lawson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2014. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an adviser to multiple registered investment companies and fund-of-funds.

Timothy Curry is a financial advisor at Merrill with six years of industry experience and holds the Series 66 designation. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he works as an independent delivery driver for companies including Shipt, Inc. and Door Dash Inc. Merrill, along 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Strader is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Thrivent Financial and the Advanced Physical Therapy Center. Outside of her advisory role, she serves as president of a local Business Networking International group in Oxford, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jay Smith is a CFP® with 43 years of industry experience, currently serving at Raymond James Financial in Oxford, MI. He has been associated with Raymond James Financial Services, Inc. since 1986 and has worked with Metropolitan concurrently since 2010. 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, corporations, and institutional investors, utilizing tailored planning and analytical tools to support client goals.

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 in Lapeer, MI, holding Series 66 and Series 63 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2003. Petitta is involved in offering and referring property and casualty insurance through a side activity with Custom Insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

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.

Nathan Long is a financial advisor at Edward Jones in Lapeer, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was self-employed for one year and worked at Urshan College and Clement Auto Group. 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 solutions, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

James Vrabel is a financial advisor with Edward Jones in Ortonville, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Sprint, Push Wireless, and Smart Pay Lease before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large national network of financial advisors and branch offices.

Julie Groulx is a financial advisor with LPL Financial in Oxford, MI, holding Series 63 and Series 66 designations and over 31 years of industry experience. She has been with LPL Financial and its predecessor firms since 1997. Outside of her advisory role, she is involved with Velovita, a nutritional company based in Plymouth, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Matthew Kiser is a Series 66-registered financial advisor with Ameriprise in Oak Park, MI, with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he is involved in music, recording and releasing his own work, and also performs improv comedy under contract for theaters and organizations. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations, supported by a centralized consulting team and algorithmic tools.

Marco Pasquali is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with prior experience at Merrill and Hewlett Packard Enterprise/DXC Technology. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform recommendations.

Andrew Roosa is a financial advisor with Edward Jones in Almont, MI, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at Edward Jones since 2017 and previously at Comerica Bank from 2014 to 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Colvett is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He has previously worked at Grove Point Investments, Grove Point Advisors, H. Beck, Inc., and Indianwood Financial. In addition to his advisory work, he is involved with Orion Tax Group, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs and financial planning services supported by diversified investment research and portfolio management solutions.

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2014 to 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.