Clayton Arthur Edger

Aaron Wassenaar is a financial advisor at Action Point Retirement Group LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Fiduciary Financial Advisors since 2024, in addition to his role at Action Point Retirement Group since 2015. Action Point Retirement Group serves individual clients, including high-net-worth individuals, as well as sponsors of ERISA and non-ERISA retirement plans. The firm provides portfolio management, investment policy development, manager selection, plan benchmarking, and employee education through seminars and meetings, employing a mix of fundamental and technical analysis with a focus on non-discretionary account management.

Jeffery Mccormick is a financial advisor at Zephyr Advisers with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Beck Bode, LLC and Cetera Financial Specialists LLC. Outside of his advisory work, he owns a garden nursery business. Zephyr Advisers provides wealth management, portfolio management, and financial planning services to individuals and offers retirement plan advisory for plan sponsors. The firm focuses on long-term investment strategies using low-cost, diversified ETFs and provides 3(21)-style retirement plan consulting and ERISA-related support.

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.

Bruce Edger is a financial advisor with Summit Advisors, LLC in Hastings, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at firms including Pension Systems LLC and Northpointe Bancshares Inc, where he serves on the board of directors. Outside of advisory work, Edger is involved in fixed insurance sales as a sole proprietor. Summit Advisors, LLC provides discretionary portfolio management services to individuals, trusts, estates, corporations, non-profits, and small businesses. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives and risk tolerance, managing accounts through both in-house trading and platform relationships.

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 with Mutual Advisors, LLC, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Co. He also coaches youth lacrosse in Grand Rapids, MI. Mutual Advisors provides investment management, financial planning, ERISA plan advisory, and consultant services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plans, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and uses third-party tools and managers to tailor portfolios and support operations across various platforms.