David Gerald Hanson

Zachary Lucas is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at OSAIC and Savage & Assoc Inc. He is also involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and asset management services through a large network of advisors.

William Siegert is a Series 66-licensed financial advisor at LPL Financial with 13 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, Siegert operates a retirement strategy business under a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, combining a broad platform with extensive operational and research support.

Jason Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Long is a financial advisor at Ameriprise with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise since 2010. Outside of advisory work, he is involved in several business ventures including tax preparation through his own CPA firm, a travel agency, and commercial real estate partnerships. He also serves on the board of the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning and ongoing advice based on a written Recommendation Report combining proprietary research and third-party data.

Renata Brown is a financial advisor at Edward Jones in Sandusky, MI, holding a Series 66 credential with three years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Daniel Everhart is a financial advisor at Edward Jones in Sandusky, MI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Everhart owns and manages a rental property business in Imlay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.