Alexander Mortensen is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and one year of industry experience. He has worked at LPL Financial and Genisys Credit Union since 2024, with prior roles in the retail and service industries. 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 financial planning and advisory programs, offering discretionary and non-discretionary management supported by research and model portfolios.

Mark Macarthur is the Vice President Private Wealth Management Advisor at Fidelity Investments. In his role, he works closely with Fidelity Private Wealth Management clients to assist them in building, preserving, and transferring their wealth. He serves as the primary point of contact for clients in developing their overall wealth strategy. Mark coordinates a team of specialists including an Investment Manager, Wealth Planner, and Trust Officer to co-create and implement tailored financial plans based on each client's individual situation. He has been with Fidelity Investments since 2008, initially serving as Vice President Financial Consultant before advancing to his current position in 2014. Outside of his professional responsibilities, Mark's personal interests include biking, fitness, football, and swimming.

Tammy Fleming is a financial advisor at Edward Jones with over 26 years of industry experience. She holds a Series 66 designation and is based in Clarkston, MI. Fleming has spent her entire career with Edward Jones, joining the firm in 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services supported by a large network of financial advisors and branch offices nationwide.

Jingyuan Cao is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2014, also working with JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to 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, delivering services on a non-discretionary basis.

Asha Patel is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Cetera and Genisys Credit Union. Patel is also involved with Genisys Investment Services, a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Jason Huntley is a CFP® professional with 28 years of experience in financial advisory services. He is currently with LPL Financial, joining in 2024 after 18 years at Founders Financial Securities, LLC. Huntley is involved in local government as a member of the Cohoctah Township Zoning Board of Appeals and serves as a precinct delegate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing model portfolios, third-party subadvisors, and proprietary research.

Ronald Rostker is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services and Questar Asset Management. He also maintains an insurance servicing and sales role focused on variable annuity service and life insurance trails. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, offering integrated brokerage, advisory services, and access to third-party money managers through multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Jasmine Pratt is a Planning Consultant at Fidelity Investments with experience in financial planning and client relationship management. She holds securities and insurance licenses, enabling her to assist clients with comprehensive financial planning services. Her professional background includes roles at Fidelity Investments, where she has served as a Planning Consultant since 2025, a Relationship Manager from 2023 to 2025, and a High Net Worth Associate from 2021 to 2023. Prior to that, she worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Outside of her professional career, Jasmine enjoys activities such as attending comedy events, exploring food, socializing with friends, watching movies, and listening to music.

James Blankenship is a financial advisor with Thrivent Investment Management in Clarkston, MI, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 20 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of advisors. The firm offers holistic, goal-based financial planning covering a broad range of topics, with services delivered on a one-time or ongoing basis and separate from managed-account programs.

Kelson Connors is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing, Land Advisors Capital, and Merrill Lynch - Bank of America. Connors also has experience in education, having been affiliated with the University of Detroit Mercy and Luke M. Powers Catholic High School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using Wells Fargo research and tools, with planning engagements generally discrete and tailored to client needs.

John Rohrbeck is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Cetera. He has been affiliated with Cetera and its related entities since 2013. In addition to his advisory role, he is the president of Tax & Financial Strategies, LLC, which provides individual tax return preparation and tax planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that allows advisors to utilize affiliated and third-party managers across various program structures.

Bruce Townsend is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services LLC, Bank of America, N.A., and Merrill. Townsend also serves as successor trustee for the Ralph and Phyllis Townsend Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multi-manager platforms and various program structures.

Shane Robinson is a financial advisor with LPL Financial in Milford, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior firms include LifeMark Securities Corp. and Foresters Equity Services, Inc., and he has also worked as an independent insurance agent. Robinson is involved with Community Choice Credit Union as well. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of representatives, utilizing a range of investment strategies and technologies.

Joseph Colletti is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and proprietary market simulations.

Alexander Elkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by model portfolios, third-party research, and advanced portfolio management technologies.

Andrew Cronk is a CFP® professional with 14 years of experience in the financial industry. He is currently with Cambridge Investment Research Advisors and has prior experience at Securities America, Inc. and Integrated Financial Strategies. Outside of his advisory role, he is also a licensed real estate agent in Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and custody arrangements.

David Edwards is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He works closely with clients to develop financial plans aimed at enhancing their financial lives and providing clarity and confidence regarding their investments and future financial goals. He has extensive experience in the financial services industry, having served in various advisory roles since 2010. Prior to his current position, David was a Senior Financial Consultant at TD Ameritrade from 2014 to 2020, and he held financial advisor positions at Merrill Lynch and Morgan Stanley between 2010 and 2014. Further details regarding his education, credentials, personal interests, or community involvement are not provided.

Evan Kaczka is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Retirement Plan Services LLC and Gwfs Equities, Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a formal alternative investment process.

Andrew Breaugh is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he works with clients to simplify their financial lives and help them achieve their financial goals and aspirations. He follows a comprehensive approach to wealth management that connects all aspects of his clients' financial lives. Andrew graduated from Kalamazoo College with a Bachelor of Arts degree in Business. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Prior to his current role, he worked as a Mortgage Loan Originator licensed in multiple states, tailoring mortgages to align with clients' individual financial and life goals. In addition to his professional work, Andrew is involved in community volunteering. He enjoys personal interests such as baseball, boating, cooking, football, golfing, ice hockey, skiing, and spending time with his family.

Barry Weisberg is a CFP® with 42 years of industry experience, currently serving at Morgan Stanley since 2010 and the Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and is based in Farmington Hills, MI. Outside of his advisory role, Weisberg is a director and treasurer of the Harvey & Lucille Weisberg Family Foundation, where he provides investment advice. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary models in its financial planning process.