Alan Joseph Sjoberg

Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Liu also serves as president of Synergy CPA Tax & Financial Services LLC, where he provides tax preparation, accounting services, and consulting for small businesses and individuals. His work history includes roles with Wfgia and the State of Michigan. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Sailey Sey is a financial advisor at The Huntington Investment Company with 14 years of industry experience. Sey holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Merrill, Bank of America, and Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Dawn Swanson is a financial advisor with The Huntington Investment Company in Flushing, MI, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Huntington National Bank since 2019 and is also involved in retail sales as a co-owner of Golden Eagle Coins, a rare coins and precious metals business, and as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party sub-managers and affiliate offerings, with portfolio management and other services delivered primarily through percentage-of-assets wrap fees.