Rebecca Abel is a CFP® with 26 years of experience in financial advisory roles. She currently works at Concurrent Investment Advisors, LLC and previously held positions at Strategic Blueprint, LLC, The Strategic Financial Alliance, Inc., and Ameriprise Financial Services, Inc. Outside of her advisory work, she owns Dvine Cookies LLC, a cookie company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides comprehensive wealth and investment management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that include ETFs, mutual funds, and other investment vehicles.

Kevin Klein is a financial advisor at Hantz Financial Services, Inc. in Southfield, MI, holding a Series 65 designation with nine years of industry experience. He has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and automated tax-loss harvesting features.

Ashley Stewart is a financial advisor with Fifth Third Securities, Inc. in Commerce Township, MI. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior experience includes roles at Fifth Third Bank, Northwestern Mutual, and The Barn. Fifth Third Securities serves individual and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway platform, catering to diverse client needs with access to mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Kathryn Morgan is a Series 65-licensed financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Her prior roles include positions at EY LLP and KPM6 LLP. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and unified managed accounts, while integrating technology solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Matthew Casey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Mark Forsthoefel is a financial advisor based in Farmington Hills, MI, affiliated with Raymond James & Associates. He holds Series 63 and Series 65 licenses and has 40 years of industry experience, including 25 years with Raymond James & Associates. 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 investors, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide network of advisers.

Nora Erickson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. She has been with Raymond James Financial Services Advisors, Inc. since 2010. Outside of her advisory role, she provides administrative support to a local wealth management group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides customized, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes, and supports client implementation through its advisory programs and affiliated firms.

Gary London is a financial advisor with J.P. Morgan Securities in Hartland, Michigan, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His background includes roles at Fidelity Investments and several financial services firms. He is also an officer of London Financial LLC, a financial services entity. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Mark Pagels is a financial advisor at Edward Jones based in Brighton, MI, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at MedTest for three years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

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.

Carleton Crimmins is a financial advisor with UBS Financial Services in Bingham Farms, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor solutions to clients' goals and risk tolerances.

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.

David Hester is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a brief period at Robert Baird & Co. In addition to his advisory work, he serves as a notary public and has ownership in a storage business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm uses research and analytics to evaluate investment options and offers a range of financial products through its bank and insurance affiliates.

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.

Michael Yaekle is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Comcast and Amazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in commodity pool operations, advisory services to registered investment companies, and the application of algorithmic methods and AI in portfolio management.