Austin Clair Wendling

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.

Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.

Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.

Edward Irwin is a CFP® with 15 years of industry experience, currently serving as an advisor at Security First Financial. He has prior experience at firms including Reliable Planning LLC and Thrivent Investment Management. Outside of advisory work, he owns Reliable Portfolio, LLC, a publishing business, and Reliable Planning LLC, which provides business consulting services. Security First Financial offers personalized investment management to individuals, families, businesses, and nonprofits, managing approximately $299 million in assets across around 640 family accounts. The firm operates on a fee-only basis with discretionary management, typically investing in no-load mutual funds, ETFs, and certificates of deposit using multiple methods of analysis.

Mark Herhold is a financial advisor at Security First Financial in Swartz Creek, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Security First Financial since 1999. Security First Financial provides personalized investment management to individuals, families, businesses, and nonprofit organizations, managing approximately $299 million in assets for about 640 family units as of January 2026. The firm operates as a fee-only adviser with a focus on no-load mutual funds, ETFs, and certificates of deposit, employing various analysis methods and managing accounts on a discretionary basis.

Amy Cooper is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds a Series 63 designation and has 19 years of industry experience. Amy has worked at Heirmark and M Holdings Securities since 2009 and was also with Cornerstone Consulting Group from 2009 to 2017. Outside of advisory roles, she serves as Director of Case Design and Client Service at Heirmark, where she manages client insurance reviews and life insurance case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.