Brody Dalton is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 licenses and has been with Schwab since 2026. His prior experience includes roles in energy and industrial sectors as well as periods focused on full-time education. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic and tactical elements.

Nicholas Rossi is a financial advisor with Morgan Stanley in Jackson, Michigan, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015, including roles with Morgan Stanley Private Bank, N.A. Since 2019, he has also maintained a power of attorney in Macomb, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and complex investment strategies.

Nathan Munro is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bradley W Goldsmith & Associates LLC, Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Agency, Hilliard Lyons, and Morgan Stanley Smith Barney. Munro’s other business activities include roles related to tax preparation and accounting through Bradley W Goldsmith & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Mollie Bolton is a financial advisor with Edward Jones in Jackson, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with about $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and proprietary investment options through a large network of advisors and branch offices.