Nathan Munro is a financial advisor at LPL Financial with 14 years of industry experience. He holds a 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. Nathan is involved in tax preparation and accounting activities through his association with Bradley W Goldsmith & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad array of operational and research tools.

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.