Bruce Lauren Edger

Aaron Wassenaar is a Series 66-registered financial advisor with 18 years of industry experience. He has worked at multiple firms, including Merrill, Oppenheimer, and Fiduciary Financial Advisors, before founding Action Point Retirement Group LLC, where he has been the sole advisor since 2015. Action Point Retirement Group specializes in portfolio management and retirement plan advisory services for individual investors and employer-sponsored plans. The firm emphasizes a tailored asset-allocation process with both discretionary and non-discretionary management, focusing notably on institutional retirement plan consulting and client education.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Beck Bode, LLC and Cetera Financial Specialists LLC. Outside of his advisory role, he owns and operates a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals, as well as advisory services to retirement plans. The firm primarily uses low-cost, diversified ETFs alongside individual stocks and bonds, and offers specialized ERISA-focused retirement plan consulting.

William Blackston is a Series 65 licensed financial advisor with 15 years of industry experience. He is currently with Pearl Wealth Group, where he has worked since 2021, and previously held roles at Sandy Morris Financial and Royal Fund Management. In addition to his advisory work, Blackston is a licensed insurance agent in Florida, offering life insurance, Medicare, annuities, and related services. Pearl Wealth Group provides ongoing portfolio management and financial planning primarily to individual and high-net-worth clients, using a combination of investment methodologies and tailored Investment Policy Statements. The firm offers discretionary portfolio management, modular and full financial plans, and may delegate day-to-day management to sub-advisors.

Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

Joshua Fox is a financial advisor with Founders Financial Securities LLC in Caledonia, MI, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America Advisors and Sigma Financial Corporation. Fox also operates Fox Wealth Solutions, providing investment management and life insurance services. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, and corporate clients, offering portfolio management, financial planning, and retirement consulting through a network of adviser representatives. The firm employs various investment programs and combines advisory, brokerage, and insurance services within its platform.

Zachary Grusell is a financial advisor at Mutual Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Eagle Strategies (NY Life) and other financial firms. Outside of his advisory role, he coaches lacrosse in Grand Rapids, Michigan. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors, managing approximately $9.45 billion across 154 advisors. The firm employs a combination of active and passive investment strategies tailored to client objectives and is notable for its scale in institutional work and use of various analytical and operational tools.