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.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Liu also serves as president of Synergy CPA Tax & Financial Services LLC, where he provides tax preparation, accounting services, and consulting for small businesses and individuals. His work history includes roles with Wfgia and the State of Michigan. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

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.

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

David Winn is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and previously at Bni for four years. Outside of his advisory role, he provides bookkeeping and tax preparation services for individuals and small businesses through his own firm, Winn Financial Services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach supported by multiple program platforms such as Transamerica ONE and TFA365.

Dawn Swanson is a financial advisor at The Huntington Investment Company with Series 63 and Series 66 credentials and three years of industry experience. She has held roles at Huntington National Bank since 2019 and is co-owner of Golden Eagle Coins, a retail business specializing in rare coins and precious metals. Additionally, she works as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets through a model-driven platform that incorporates third-party sub-managers and proprietary investment models.

Rola Zarife is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 12 years of industry experience. Her background includes roles at J.P. Morgan Securities LLC and various health insurance agencies, as well as business development and community involvement through organizations such as the Southeast Michigan Chamber of Commerce and a political campaign committee. She is also engaged in health insurance sales and operates her own LLC focused on health-related services. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple platforms to deliver its offerings.

Zhi Hong Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has a diverse background including roles at General Motors and V2soft Inc, and he owns an acupressure massage and reflexology business. Liu also works as a quality engineer in automotive manufacturing. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in assets under management.

Samuel Forsyth is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial and MMB Advisors since 2021. Outside of his advisory work, Forsyth is involved in coaching track and field at Chesaning Middle School and serves as an assistant coach at Chesaning High School. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions, supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Douglas Moeggenborg is a financial advisor with Edward Jones in Chesaning, MI, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and manages a commercial rental property in Chesaning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Travis Schlatter is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. He has worked at Edward Jones since 2019 and previously held positions at Keynote Financial Services and various educational institutions. Outside of his advisory role, Schlatter serves as president of Schlatter Rentals LLC, managing rental property activities in Bay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Alecia Agnew is a financial advisor at LPL Financial with eight years of industry experience. She holds a Series 66 designation and has previously worked at firms including Gregory Bruff, MMB Associates, Martin Maier, and Waddell & Reed. In addition to her advisory role, she is a commissioned notary in Chesaning, MI. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Jacob Klocek is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. His work history includes roles at Fidelity Investments since 2021 and prior experience at Bankers Life Securities and Bankers Life & Casualty. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across a range of mutual funds, ETFs, and ETPs.

Kimberly Strnad is a financial advisor with Edward Jones in Flushing, MI, holding a Series 66 designation and bringing 26 years of industry experience, including 25 years at Bois Insurance Agency Inc. She currently serves as an elected school board trustee and vice president of Flushing Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as President of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Lerma is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaiden Heinrich is a Series 66 licensed financial advisor with LPL Financial, based in Chesaning, MI. He has held roles at LPL Financial since 2026 and has prior experience in education and the service industry, including positions at Northwood University and Zehnders of Frankenmuth. LPL Financial serves individual investors, retirement plan sponsors, banks, credit unions, and other institutions through a large nationwide network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, including model portfolios, financial planning, retirement plan consulting, and 529 account management, managing over $819 billion in assets.

Alan Sjoberg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over one year of experience with the firm. He has been associated with Primerica Financial Services since 1997 and operates a separate business unrelated to investments. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients via a tiered wrap-fee structure.

Stefan Zawistowski is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials. He has been with Primerica Advisors since 2025 and has prior experience with Primerica Financial Services starting in 2024. Outside of his advisory role, he owns Mundimex, Inc., a business focused on the magnetic treatment of fluids, which he has operated since 1987. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers, and he has been involved with MMB Associates LLC and Chesaning Union Schools for over a decade. In addition to his advisory work, he operates a non-investment related business in Chesaning, MI. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutions. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with non-advisory products such as insurance and annuities.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Waddell & Reed and various insurance agencies. Outside of his advisory work, he has been involved with the Chesaning Chamber of Commerce, Downtown Development Association, and Trinity United Methodist Church. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a range of delivery options, combining advisory operations with non-advisory product offerings such as insurance and annuities.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance carriers, spanning over 26 years. Outside of his advisory work, he is involved with the Pine Hollow Home Association and operates Mmb Associates, a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Arthur Nietling is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and CG Financial. Outside of his advisory role, he works as an on-call coordinator for Maxim Healthcare. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Eric Gasper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of Gasper Properties LLC, a real estate business based in Flushing, MI. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.