Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.

Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.

Kristine Sherwood is a ChFC® at Rachor Investment Advisory Services, LLC with 6 years of industry experience. She has been with Rachor Investment Advisory Services since 2009. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and plan-level fiduciary services, and is notable for its Michigan public accounting firm license and integration of accounting support within its advisory services.

Tod Fisher is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Rachor Investment Advisory Services, LLC since 2007. Outside of his advisory role, he is a general partner and drummer in a band called After It All. Rachor Investment Advisory Services manages approximately $205 million in discretionary assets for individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and fiduciary services, supported by its unique combination of investment management and limited accounting capabilities through CPA leadership.

Edward Irwin is a CFP® professional with 14 years of experience in financial advising. He is currently with Security First Financial in Swartz Creek, MI, and has held prior roles at firms including Reliable Planning LLC and Thrivent Investment Management Inc. Outside of advising, he is involved in business consulting and publishing through his ownership of Reliable Planning LLC and Reliable Portfolio, LLC. Security First Financial provides personalized investment management services to individuals, families, businesses, and nonprofit organizations. The firm manages approximately $299 million in assets and focuses on discretionary accounts investing mainly in no-load mutual funds, ETFs, and certificates of deposit, using a combination of fundamental, technical, and cyclical analysis.

Daniel Draper is a financial advisor at Sapphire Blue Investment Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, and Summit Financial Group Inc. Outside of his advisory role, he serves as a trustee for an educational trust and manages family property holdings. Sapphire Blue Investment Partners provides portfolio management and retirement-plan consulting to individuals, employee benefit plans, and businesses. The firm offers tailored investment solutions using a range of asset classes and combines technical, fundamental, and cyclical analysis with ongoing portfolio monitoring.

Mark Herhold is a financial advisor at Security First Financial in Swartz Creek, MI, holding a Series 65 designation with 15 years of industry experience. He has been with Security First Financial since 1999. Security First Financial provides personalized investment management services to individuals, families, businesses, and nonprofit organizations. The firm manages approximately $299 million in assets for about 640 family accounts, typically investing in no-load mutual funds, ETFs, and certificates of deposit on a discretionary basis.

Patricia Walton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Rachor Investment Advisory Services, LLC since 2009. She is based in Linden, MI. Rachor Investment Advisory Services works with individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets through a team of 14 advisors. The firm offers ongoing portfolio management using both discretionary diversified strategies and non-discretionary concentrated allocations, financial planning, and plan-level fiduciary services, and provides limited accounting support through its CPA leadership.

Bethany Yerk is a ChFC® at Rachor Investment Advisory Services, LLC with 10 years of experience at the firm. Prior to joining Rachor, she worked at Lapeer County Medical Care Facility for three years. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets through a team of 14 advisers. The firm offers portfolio management, financial planning, and plan-level fiduciary services, combining diversified strategies with concentrated allocations via third-party private money managers, and provides limited accounting support through its licensed Michigan public accounting firm status.

Amy Cooper is a financial advisor with M Holdings Securities, Inc. in Corunna, MI, holding a Series 63 designation and 18 years of industry experience. She has been associated with Heirmark since 2009, where she serves as Director of Case Design and Client Service, managing client insurance reviews and life insurance case design. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Katrina Savage is a financial advisor with RedHawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with RedHawk since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and living trust funding. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA 3(21)/3(38) retirement-plan services, utilizing a documented due-diligence process and risk management tools to guide investment decisions.

Alejandro Lebron is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Executive Wealth Management and INVEST Financial Corp. He is also the owner of Bridge Wealth Management, LLC. Creative Financial Designs serves individual and institutional clients with a range of investment management and financial planning services, utilizing both model portfolios and adviser-directed strategies. The firm employs an asset-class allocation approach informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing.

Rosemary Robinson is a financial advisor at Creative Financial Designs, Inc. in Flint, MI, with 16 years of industry experience. She holds a Series 66 designation and has worked at Bridge Wealth Management and Gleaner Financial Corp, in addition to her longstanding roles at Creative Financial Designs and CFD Investments. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Deborah Joseph is a Series 65-licensed financial advisor with RedHawk Wealth Advisors, Inc., based in Flint, Michigan. She has five years of industry experience and has been associated with Alliance Financial Group since 1990. Outside of her advisory role, she works as an insurance agent specializing in life insurance, annuity sales, and Medicare supplement plans. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a documented due-diligence process and third-party risk tools to guide investment decisions.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Simplicity Wealth since 2019. Prior to this, he was involved with Platinum Home Mortgage and Star Mortgage of America, and he owns First Fruits Asset Management and First Fruits Metals Exchange, which includes activities in insurance sales and physical precious metals sales. Simplicity Wealth serves a diverse range of individual and high-net-worth clients, as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operations solutions such as a Managed Account Program and asset management software for advisers.

Donald Flenniken is a financial advisor with Clear Creek Financial Management, LLC, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He has worked at Clear Creek Financial Management since 2021 and previously held roles at Harvest Investment Services, LLC and ProEquities, Inc. Since 1977, he has also been an independent insurance agent and is involved as chairman of the board and finance committee at Riverdale Baptist Church. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis with various strategies and provides algorithm-driven research and an industry newsletter.

Todd McClain is a Certified Financial Planner® with 16 years of industry experience. He has been with Plante Moran Financial Advisors since 2002 and is also a partner at Plante & Moran PLLC. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individuals, charitable organizations, corporations, and trusts. The firm employs strategic asset allocation, written investment policies, and multiple analytical approaches to inform its investment decisions, managing a significant portion of its assets on a non-discretionary basis.

William Myers is a financial advisor at Plante Moran Financial Advisors with two years of industry experience. He holds a Series 65 designation and has prior work experience at Merrill Lynch, Shanty Creek, and Dewitt Marine. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base, including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, written investment policy statements, and manager selection, and manages a majority of its assets on a non-discretionary basis.

Sailey Sey is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and JPMorgan Securities. Sailey is based in Owosso, MI. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm uses an open-architecture, model-driven platform combining third-party and proprietary investment models and offers specialized program options alongside brokerage, custody, and clearing services.