Patrick Carroll

Lauren Smith is a financial advisor with SPC in Marion, MI, holding a Series 66 designation and six years of industry experience. She has worked at Sigma Financial Corporation since 2019 and has a background that includes roles in dental and other service-related fields. Outside of advising, she runs Beez Kneadz LLC, a small craft and interior design business operated from her home. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisors.

Robert Grostick II is a financial advisor with Centaurus Financial, Inc. in Cadillac, MI, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has worked at Centaurus Financial since 2008 and concurrently at Carroll National Plans since 2005. In addition to his advisory roles, he is a licensed agent for fixed and term life insurance products, managing policy suitability and monitoring for clients. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to a diverse client base, including individuals, families, small businesses, corporations, and retirement plans. The firm offers financial planning, investment management, access to third-party managers, and specialized programs such as unified managed accounts, employing both fundamental and technical analysis in their investment approach.

Julianna Muscarella is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank since 2021. Her prior work experience includes roles at Holiday Inn Express, Tommy Hilfiger, and Wayland Union High School. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

Gabrielle Boyer is a financial advisor at Ameriprise with nine years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she manages an advisory business under Boyer Family Holdings. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with financial advisors.

Neal Soenksen is a CFP® professional with seven years of experience at Edward Jones, where he has worked since 2019. Prior to joining Edward Jones, he spent 28 years at Eli Lilly. Outside of financial advising, he owns Connected Home Services, LLC, a home automation business, which he established to support his son's entrepreneurial efforts, and serves as an online instructor for E-Cornell. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, managing approximately $1.01 trillion in assets.

Casey Boyer is a Series 66-licensed financial advisor with Ameriprise, holding eight years of industry experience. Prior to joining Ameriprise in 2024, he worked at Edward Jones for seven years and has military service experience with the United States Army from 2010 to 2022. He serves as Vice President on the Board of Directors for Cadillac Area Habitat for Humanity. Ameriprise provides retirement-income planning services targeting individuals nearing or in retirement, with a focus on tax-smart withdrawal strategies and Social Security options. The firm combines research, modeling, and algorithmic tools to deliver personalized recommendation reports, primarily for clients with significant investable assets held in Ameriprise-managed accounts.