Lucas Stuart Isaacson

Frederick Behling III is a financial advisor at UBS Financial Services with 50 years of industry experience, including more than four decades at UBS. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves on the Iron County MI Museum Endowment Board, advising on investments of endowment funds. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory role, he is a commissioned notary in the State of Michigan. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and operational support tools.

Dean Kaczorowski is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Kaczorowski serves as a corporation member of Bellin Gunderson Health System, providing advisory support and participating in board elections. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm provides written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Jaymes Aldrich is a Series 66 licensed financial advisor at Edward Jones with five years of industry experience. He previously worked for River Valley Bank/Incrediblebank for five years before joining Edward Jones in 2021. Edward Jones serves more than four million individual and institutional clients with a full range of wealth management services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.