Rickey Bob Grisham

Michael Gay is a CFP® professional with 13 years of industry experience. He is the principal of Planvesting, LLC, where he has worked since 2012. Michael has authored an investing book and provides small business consulting alongside his advisory role. Planvesting offers consultative financial planning, portfolio management, and fiduciary consulting for retirement plans to individuals, high-net-worth clients, trusts, estates, corporate retirement plans, and charitable organizations. The firm emphasizes a largely passive, asset-class driven investment approach with non-discretionary management and utilizes retainer and hourly billing models.

Wayne Koppa is a financial advisor with Scout Financial Planning in Grayling, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Scout Financial Planning since 2005. Scout Financial Planning provides fee-only, as-needed financial planning and investment advice primarily to individual clients, focusing on a passive, long-term buy-and-hold approach with low-cost index investments. The firm does not offer ongoing portfolio management or custody of client assets and operates on an hourly or fixed-fee basis.

Jayson Cella is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roscommon, MI, and has four years of industry experience. Prior to his current role, he worked at Collider and St. Julian Winery. He is also an insurance agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts via Envestnet’s platform and third-party model managers.

Mark Sloan is a financial advisor with Ameriprise in Grayling, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Sloan serves on the Board of Directors for the AuSable Area Community Tennis Association and coaches girls varsity tennis at Crawford AuSable Schools. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Roger Cooley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 23 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2018. Cooley serves as a trustee for a family trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering a range of advisory and consulting services with a primarily non-discretionary approach.

Ashley Bosworth is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Ashley served six years in the United States Air Force and worked in various roles including positions at Bakelite Synthetics, Encadria Staffing Solutions, and Arauco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with a focus on discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.