Jonathan R Cummings

Matthew Koch is a financial advisor with Centaurus Financial, Inc., holding Series 63, 65, and 66 credentials and 39 years of industry experience. He has been with Centaurus Financial since 2001. Koch serves as a Tuscola County Commissioner and is involved with AFLAC insurance policies as a registered principal. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Nicholas Bliss is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is co-owner of N.P.B. Investments, a rental property business. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with various investment platforms and third-party money managers, utilizing tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Monica Cronin is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021, with prior experience at Northpointe OBGYN. Outside of her advisory role, she manages Happy Stance Ranch, a hobby farm where alpacas are raised and their fiber is processed into yarn for local knitters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Andrew Booms is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Thrivent Financial since 2021. His prior work experience includes roles in professional sports catering and Michigan radio communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial analyses without discretionary portfolio management.

William Lackowski is a financial advisor with Ameriprise who holds a Series 66 designation and has 17 years of industry experience. He has been with Ameriprise and its related entities since 2007. Outside of his advisory role, he owns and operates WJL Enterprises Inc., a business formed for cash flow and accounting purposes. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Timothy Lyons Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Cetera and Independent Bank. Outside of his advisory work, he coaches basketball at Kingston Community Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.