Jennifer Ralston is a financial advisor at EP Wealth Advisors with the ChFC® designation and five years of industry experience. She has worked primarily with Executive Wealth Management, LLC, before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Nathan O'Connell is a Series 66 licensed financial advisor with PlanMember Securities Corporation and Williams & Co dba Williams and Company Financial Services. He has one year of industry experience, including prior roles at Equitable Advisors LLC and self-employment as a day trader. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Chad Marriott is a CFP® professional with seven years of experience in the financial services industry. He is currently affiliated with CWM, LLC and has previously worked at firms including Cetera Wealth Services and The Vanguard Group. Marriott also holds a role as an insurance agent selling fixed insurance products. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, using discretionary account management guided by an internal Investment Committee and a combination of fundamental and technical analysis.

Christopher Root is a financial advisor with PlanMember Securities Corporation in Brighton, MI. He holds Series 63 and Series 65 licenses and has prior work experience with Williams & Co and the Michigan Association of Retired School Personnel in retirement planning. Root has also worked in education for over two decades at Montrose Community Schools and Birch Run Area Schools. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Michael Miller is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Thrivent Financial, MML Investors Services, and MassMutual. He is also associated with Endependence Financial, where he is involved in insurance sales. AE Wealth Management is an SEC-registered investment adviser that serves a broad range of clients, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting both advisor-managed and third-party models.

Cameron Edmiston is a Series 65 licensed advisor at Foundations Investment Advisors LLC with experience beginning in 2015 across several roles, including seven years at Estate Preservation Agency and two years at Main Financial Group. He joined Foundations Investment Advisors in 2026. Foundations Investment Advisors provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and utilizes model portfolios and an asymmetric rebalancing approach in managing client assets.

Nathan Beaudrie is a financial advisor at FIFTH THIRD SECURITIES, Inc. with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fifth Third Bank and Advantage One Credit Union prior to his current role. FIFTH THIRD SECURITIES serves a broad range of individual and institutional clients through both investment advisory and brokerage services. The firm offers various managed account programs and investment strategies, including mutual funds, ETFs, SMAs, and direct indexing, operating as a wholly owned subsidiary of Fifth Third Bank.

Adam Freund is a financial advisor at Foundations Investment Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Gradient Advisors LLC, Fusion Capital Management, Main Financial Group, AE Wealth Management, and Citizens Investment Services. Freund also serves as a financial consultant engaged in insurance sales through Main Financial Group. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored advice through model portfolios and discretionary or non-discretionary authority given to its investment adviser representatives.

Brittney Broich is a financial advisor with PlanMember Securities Corporation in Brighton, MI. She holds Series 63 and Series 66 licenses and has three years of industry experience. Broich also conducts educational workshops on public school employee state pension plans through the Michigan Association of Retired School Personnel-Retirement Planning Services. PlanMember provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage unitized, risk-based mutual fund portfolios and offers education, support, and personalized retirement planning services.

Michael Fierk is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Camping World, Corewell Health, and General Motors. Fierk is also involved as a paraplanner and in insurance sales through Main Financial Group. Foundations Investment Advisors, LLC is a registered investment adviser serving individual and high-net-worth clients, retirement plans, and registered investment companies. The firm provides customized financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis, and employs third-party sub-advisers and custodians.

Heather Aeschliman is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Creative Planning with nine years of industry experience. She previously worked at Founders Financial Securities LLC and Jones Retirement Advisors, among other firms. Outside of her advisory role, she serves on the boards of Howell Rotary, Livingston County Catholic Charities, and Amber Reinek House, a 501(c)(3) home for women in recovery. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management and private market investment options.

Daniel Stasiw is a financial advisor with PNC Wealth Management based in Hartland, MI. He holds a Series 66 designation and has two years of industry experience. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bankers Life. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account that uses approved strategies implemented via mutual funds and ETFs with annual rebalancing. The firm’s approach emphasizes algorithm-driven enrollment and model selection within an employee pilot structure.

Kristin Nederveld is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Her prior experience includes roles at Fifth Third Bank and Rite Aid Corporation. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides access to multiple discretionary managed-account programs, including advisor-directed models and third-party portfolio managers, and is notable for its combination of municipal-advisor registration and affiliation with Fifth Third Bank.

Bradley Jones is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has previously worked with Mass Mutual Investors Services and Strickler Jones Financial Group and currently owns and operates Jones Retirement Advisors, LLC, focusing on insurance sales and financial advisory services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a variety of investment strategies, supporting its large client base through a platform-oriented approach.

Matthew Bailey is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked in various roles since 2016, including positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities, Inc. serves a diverse client base of individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types via its Passageway Managed Account Platform, providing access to mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Melissa Merem is a financial advisor with First Command Advisory Services and holds the Series 66 designation. She has two years of industry experience, including prior roles at Ameriprise and various First Command entities. Merem is also the owner of Merem & Co. LLC, an independent venture related to her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and third-party managers.

Jay Pawlowski is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Rocket Mortgage, Drummond Capital, and First Heartland Capital. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of investment strategies and uses model portfolios combined with discretionary or non-discretionary authority assigned to its representatives.

Gary London is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 designations. He has 10 years of industry experience, including prior roles at Fidelity Investments and Securian Financial. London is also an officer at London Financial, LLC, a financial services firm. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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.

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.