Mary Samet

James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.

Robert Valentine is a financial advisor at Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, he worked for seven years at First Bank Upper Michigan and spent 28 years with the City of Escanaba. Delta Financial, Inc. is a small investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm serves plan sponsors, participants, and other clients with an investment approach combining fundamental and technical analysis, value-oriented and long-term strategies, and tactical asset allocation tailored to individual objectives.

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 39 years of industry experience. He holds the Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers while primarily billing on a percentage-of-assets basis.

Brad Nordin is a financial advisor with Packerland Brokerage Services, Inc. in Escanaba, MI, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Packerland Brokerage Services since 2006. Nordin also acts as a personal representative for an estate and has experience selling fixed annuities. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party managers to provide diversified investment solutions.

Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 designations and totaling 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is also the owner of Tackman Tax & Business Consulting and serves on the board of the Gladstone Economic Development Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing various investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.

Christian Tackman is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial and Hilton Worldwide Inc., among other roles. Outside of his advisory work, he operates Tackman Capital Management, a registered investment advisor DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions using proprietary and third-party platforms.