Renata Brown

Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.

David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Jason Smith is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Prior to his financial advisory career, he spent 26 years at Sheldon Medical Supply. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets through various advisory programs and offers both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Daniel Everhart is a financial advisor at Edward Jones in Sandusky, MI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Everhart owns and manages a rental property business in Imlay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Dustin Pennington is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019, following roles at Champion Bus and Aerotek. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.