Nicholas Bliss

Matthew Koch is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Centaurus Financial since 2001. Outside of his advisory role, Koch serves as a Tuscola County Commissioner and is involved with AFLAC providing cancer, hospitalization, and sickness policies. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory services.

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 four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, Booms worked in professional sports catering and communications. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering detailed written recommendations on a variety of financial planning topics without portfolio management or discretionary trading authority. The firm supports ongoing planning relationships and integrates planning with managed accounts under a consolidated billing option.

Barry Cronin is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 solutions, supported by a large nationwide network of advisors and branch offices.

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.

Jonathan Cummings is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to joining Edward Jones, he worked at ELGA Credit Union from 2013 to 2016. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and overlay tax-efficient services under a fiduciary standard.