Jessica Axelsson is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Huntington Investment Company, LPL Financial, and Rent North Equipment, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan broker-dealer and banking organization and offers a range of investment options, including affiliated funds.

Jared Kersten is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Fisher Investments and PNC Bank. His current tenure at Cetera includes multiple entities within the firm since 2025. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to both affiliated and third-party investment strategies.

Timothy Grobosky is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including The Huntington National Bank, Bank of America Corporation, and Merrill. Before entering the financial industry, he held various roles outside finance, including positions at Pancheros Mexican Grill and Old Carolina Barbecue. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions, offering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Jonathan Montville is a financial advisor at UBS Financial Services with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS since 2017, following prior roles at Bank of America and Merrill in 2016–2017. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations.

Anthony Legg is a financial advisor at Edelman Financial Engines with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edelman Financial Engines, he worked at Empower Financial Services and has experience in various other roles including real estate and healthcare-related positions. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary, committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified model portfolios and long-term orientation.

Roger Houston is a CFP® professional with 34 years of industry experience, currently serving as an advisor at LPL Financial since 2003. He holds Series 63 and Series 66 licenses and operates in Southfield, MI. His other business activities include selling fixed annuities, health, disability, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles Turfe is a financial advisor at Edward Jones with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2018, with a brief period away from the industry prior to that. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Newel is a financial advisor with LPL Financial based in Plymouth, MI. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior roles include positions at W&S Brokerage Services and Western & Southern Life, as well as experience outside finance in construction and education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

David Engstrom is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior positions at Fifth Third Bank, Cetera, and LPL Financial. Engstrom is currently based in Novi, Michigan. Charles Schwab serves primarily 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 both non-discretionary and discretionary investment options with multi-asset model portfolios and centralized operational support.

Earl Mchugh is a financial advisor at MassMutual Investors Services with 40 years of industry experience. He holds the ChFC® designation and the Series 63 license, and has been with MassMutual since 1996. Outside of his advisory role, he is involved in several business ventures including ownership and leadership positions in a restaurant/bar, a marina with boat rentals, and a company that leases equipment for agricultural production. He also serves on a nonprofit board and provides business valuation services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap programs, and educational seminars, with planning engagements structured as annual, collaborative processes using advanced analytical tools.

Michael Mercer is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Diane Winner is a financial advisor with LPL Financial in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with LPL Financial and the Bank of Ann Arbor since 2013. Outside of her advisory role, she competes as a powerlifter in regional and national competitions. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, supported by research and model portfolios, and provides both discretionary and non-discretionary management services.

Juliette Gassner is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, she worked in roles including at Draught Horse Brewery and Powerhouse Gym. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Mark Dickinson is a financial advisor with Merrill in Farmington Hills, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America N.A. since 2014. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Bozymowski is a financial advisor with Mass Mutual Investors Services in Southfield, MI, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes positions at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory role, he operates as an independent senior benefits consultant specializing in life, health, and fixed annuities sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools, focusing on collaborative annual planning engagements without discretionary authority over client investments.

Abraham Robertson is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2023. He previously worked at Riversource Distributors Inc. for eight years. Outside of his advisory work, he co-owns Clarity Tax Professionals, LLC, a tax preparation business, and Acres of Eden LLC, a farm operation in Fergus Falls, MN. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides tailored, research-driven recommendations through a centralized consulting team, combining modeling techniques and tax-efficiency analysis to support client income strategies.

Kimberly Ybarra is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 25 years of industry experience. She worked at Merrill Lynch for 22 years before joining Raymond James, where she has been since 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through various portfolio management styles and affiliated research.

Brady Higgins is a financial advisor at Thrivent Investment Management with a Series 66 credential. His career includes roles at Ameriprise and Viscogliosi Brothers, LLC prior to joining Thrivent. His background also includes several years in education at multiple high schools and colleges. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning relationships. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Nathan Barbieri is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors, LLC and other firms. Outside of his advisory role, he is a partner in Cheers Lapeer Bar in Lapeer, Michigan. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

Vianna Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 17 years of industry experience. She has worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.