David Glenn Beechler

Todd Shivers is a CFP® and ChFC® credentialed advisor with 25 years of industry experience. He has worked at Sigma Financial Corp and SPC for over two decades before joining Osaic Advisory Services, LLC. Shivers is also president of Todd Shivers Financial Services, Inc., where he is involved in the sales of life, health, long-term care insurance, and annuities. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, and retirement plan consulting through multiple program models and uses a variety of proprietary and third-party platforms and managers.

Zachary Lucas is a Series 66-licensed financial advisor at LPL Financial with 18 years of industry experience. He previously worked at OSAIC for 11 years and Savage & Assoc Inc for 16 years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a national network of investment adviser representatives.

William Siegert is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Siegert also operates a DBA known as America Group Retirement Strategy Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Christopher Pennington is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. He has 29 years of industry experience, having previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dustin Pennington is a financial advisor with Edward Jones in Croswell, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Champion Bus and Aerotek. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.