Cassandra Cox is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Range Bank and spent eight years with Eye Associates of Marquette. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated trust and mutual fund capabilities.

Katy Vogler is a CFP® professional with 11 years of industry experience, currently with Ameriprise Financial Services, LLC since 2022. Her prior roles include positions at LPL Financial LLC and Commonwealth Financial Network. Vogler serves as President of the Marquette County Police and Firefighter's Fund. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.

Mark Aho is a CFP® professional with 29 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. since 2013. He has operated the Mark Aho Financial Group concurrently and is also an author of a book. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations, offering tailored, non-discretionary advice supported by risk profiling and analytical modeling.