Benjamin Michael Burgoyne

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.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Amy Cooper is a financial advisor with M Holdings Securities, Inc. in Corunna, MI, holding a Series 63 designation and 18 years of industry experience. She has been associated with Heirmark since 2009, where she serves as Director of Case Design and Client Service, managing client insurance reviews and life insurance case design. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Thomas Baker is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002, and has been self-employed since 1993. In addition to his advisory work, he operates an independent insurance agency specializing in property and casualty, life insurance, and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs. The firm’s investment approach is supported by an in-house Investment Management & Research team that manages model portfolios using a proprietary mutual-fund screening process.