Ann Escandon is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Thrivent Financial and its investment management arm since 2015. Outside of her advisory role, she is also a Mary Kay beauty consultant. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across a wide range of financial topics. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and supports integration with managed accounts through its WealthPlan billing option.

Kellie Champagne is a financial advisor with LPL Enterprise in Troy, MI, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC, as well as a decade at Ken-Rich Concrete Lifting. LPL Enterprise serves a diverse range of clients, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, consulting, and access to various investment and insurance products through its integrated advisory and brokerage platform.

Yan Yang is a Series 66-licensed financial advisor with LPL Enterprise, holding one year of industry experience. Prior to joining LPL Enterprise, Yan worked at R2O Insights and has a background spanning reinsurance with Hannover Reinsurance and Munich Reinsurance, as well as a long tenure at Blue Cross Blue Shield of Michigan. Yan also serves as a paid instructor at Michigan State University. LPL Enterprise serves a diverse range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, and third-party asset management, integrating adviser programs with a broad selection of financial products such as insurance.

Cory Essenburg is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. He holds Series 63 and Series 65 licenses and is based in Grosse Pointe, MI. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nathan Poplars is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Equitable Advisors and an internship with Michigan Financial Companies, as well as positions unrelated to finance during his education at Michigan State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles with registered investment companies, use of AI and systematic methodologies, and its delivery of model portfolios to intermediary platforms.

Riley Stesiak is a financial advisor with Equitable Advisors in Troy, MI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at United Wholesale Mortgage, Monarch Textile Rental Services, and the Lukas Cohen Retirement Planning Group at Morgan Stanley. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered model as both an SEC-registered investment adviser and broker-dealer.

Robert Zvonek is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at SagePoint Financial and Summit Brokerage Services. Outside of his advisory roles, he serves on the finance committee of the Clinton River Watershed Council, a nonprofit organization. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and automated portfolio rebalancing.

Peter Cain is a financial advisor at OSAIC with 42 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining OSAIC in 2024, Cain spent 18 years at Woodbury Financial. He is also involved as a partner and executive vice president at Great Lakes Financial Advisors Group, where he works on financial issues and supports company representatives. OSAIC serves a diverse range of retail and institutional clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to client needs.

Thomas Boogren is a financial advisor at Raymond James Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Commonwealth Financial Network and Hinkson Wealth Management, and has also managed a landscaping business. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advisory services supported by analytical tools and a broad network of advisors.

Lisa Hachigian is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing Services since 2017, joining Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and uses Wells Fargo research and tools to develop tailored recommendations.

Kyle Hecht is a financial advisor with Charles Schwab in Grosse Pointe, MI, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at Michigan Educational Credit Union, LPL Financial, TD Ameritrade, and E*TRADE. Outside of advisory work, Hecht and his wife are involved in passive real estate investments and serve on their homeowners association board. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by Schwab’s research and alternative investment due diligence.

Andrea Gibson is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 66, Series 63, and Series 65 designations and has worked at Primerica Advisors since 2021. Prior to this, she was employed at ITC Holdings for 10 years. Gibson also operates Gibson Financial Group LLC, an investment-related business affiliated with Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established third parties.

Arthur Mojares is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Cambridge Investment Research Advisors and SPC, among other firms. He serves as a board member of the Philippine Chamber of Commerce and is involved in independent insurance through Mojares Capital Management LLC and Mojares Insurance Group, LLC. 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, and retirement consulting, with discretionary and non-discretionary management supported by research and model portfolios.

Matthew Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 22 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He volunteers with the Finseca Foundation, supporting their research and educational initiatives. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Joe Cattaneo is a Planning Consultant at Fidelity Investments, where he has been working since 2026. Prior to his current role, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026, and at Gregory J. Schwartz & Co. from 2017 to 2024. Joe approaches financial planning as a partnership, focusing on understanding what matters most to each client and maintaining open and collaborative communication. He works to co-create financial plans that are personal, clear, and built on trust. Outside of work, Joe enjoys boating, fitness, social events with friends, movies, and parenthood.

Melissa Johnson is a financial advisor at Ameriprise with 11 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Outside of her advisory role, she manages an advisory business through Bedrock Acquisitions LLC. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, supported by a centralized consulting team.

Eric Machus is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and Wells Fargo Advisors since 2015. Outside of his advisory role, he serves as vice president of Machus Enterprises, Inc., assisting with administrative tasks related to family-owned property, and owns Machai Aviation, which holds an airplane. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, which clients may implement through various brokerage or advisory programs.

Andrew Tomlinson is a financial advisor at OSAIC with 31 years of industry experience. He has held roles at American Portfolios for 16 years and has managed his own advisory services since 2003. He holds Series 63 and Series 66 designations and is based in Sterling Heights, MI. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a focus on asset allocation, risk evaluation, and managed accounts utilizing a variety of investment products and third-party platforms.

Brendan Byrne is a financial advisor with Edward Jones in Sterling Heights, Michigan, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Wilson Chevrolet Inc. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Matt Tallman is a Financial Consultant at Fidelity Investments. He has over 10 years of experience in banking, investments, financial, and wealth planning. His role involves assisting clients and their families with retirement planning, investment strategy, and general investing to help pursue their financial goals. Before joining Fidelity Investments in 2021, Matt worked as a Financial Solutions Advisor at Bank of America Merrill from 2017 to 2021. Prior to that, he held positions as an Investment Consultant at Scottrade from 2015 to 2017 and as a Personal Banker - Small Business Specialist at JPMorgan Chase from 2013 to 2015. He was born and raised in Michigan. Outside of his professional work, Matt has personal interests that include board games, fitness, golf, outdoor adventures, pets, and traveling.