Darren Ford is a financial advisor at Triangle Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at AdvisorEngine and Abrigo. Outside of his advisory role, he creates educational content for CFA candidates through AnalystPrep. Triangle Wealth Management serves individual clients, corporate pension plans, charitable institutions, and other entities, offering portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools and fundamental securities analysis to create tailored investment portfolios.

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Summit Advisors since 2010 and has held roles at Northpointe Bancshares Inc and Apple Street LLC. Edger also serves on the board of directors for Northpointe Bank. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis.

Clayton Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Summit Advisors since 2017 and has a long tenure with Beaconsfield Financial Services Inc. dating back to 2000. Outside of his advisory role, he is a co-owner of Apple Street LLC, an office building rental business. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis in portfolio implementation.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

Carolyn Kaminski is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Shaun Smith is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His career includes multiple roles within Fifth Third Bank, N.A. and Fifth Third Securities, Inc., as well as a one-year tenure at Ameriprise. Outside of his advisory work, he manages a rental property. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a large bank affiliation and a municipal-advisor registration.

Tammy Black is a financial advisor with The Huntington Investment Company in Lowell, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with The Huntington Investment Company and The Huntington National Bank since 1998. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through an open-architecture, model-driven platform that includes third-party sub-managers and proprietary models, and offers specialized services such as tax management and impact/ESG overlays.

Shanna Dejong 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 Securities since 2023, with prior roles at Fifth Third Bank and other firms. Outside of her advisory role, she serves as CFO of Proactive Defense Strategies LLC, a self-defense business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He has worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2019, and previously spent 21 years at Fortis Investors, Inc. Outside of his advisory role, he is president of Blue Time LLC, a company involved in the sales and marketing of clothing and marine accessories, and also manages an office building through Blue Time LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches using fundamental and technical analysis, model portfolios, and digital advice platforms.

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Zachary Kiefer is a financial advisor at Edward Jones in Lake Odessa, MI, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Brandon Wilkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Wilkins is a partner in BW Majestic Financial LLC, an independent branch of Raymond James Financial Services. Raymond James Financial Services Advisors serves a diverse clientele including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Christopher Godbold is a financial advisor with Edward Jones in Lowell, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Godbold serves as a trustee on the Greater Lowell Area Chamber Foundation Board and the Lowell Education Foundation Board, and he is chair of the Look Memorial Fund Board, all of which oversee grant distributions benefiting the Lowell community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

Stephen O'mara is a financial advisor with Edward Jones in Ionia, MI. He holds Series 63 and Series 66 securities registrations and has 23 years of industry experience, including 24 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

James Lundin is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Pacific Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Cove is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Cetera and Chemical Bank. Outside of his advisory work, he serves as the Robotics Coordinator for Thornapple Kellogg Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branches.

Thomas Wall is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, with prior experience at Soave Financial Partners LLC and Raymond James Financial Services, Inc. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Malcolm Thurmond is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Huntington National Bank. Thurmond is based in Portland, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Jeffrey Domenico is a financial advisor with Edward Jones in Hastings, MI, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position with PNC Investments from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kevin Beck is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2015 and previously worked at World Heritage Student Exchange. Beck is a member of the Hastings Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wendi Stratton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for three years at State Farm's Greer Insurance Agency. She serves on the Investment Committee board of the Barry Community Foundation in Hastings, Michigan, where she oversees the endowment and helps establish the spend policy for charitable grants. 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 and affiliated investment products through a nationwide network of financial advisors.

Chase Carpenter is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Carpenter serves on the Board of Directors for the Pewamo Westphalia Community Schools Foundation and is CEO of H&S Companies, PC, a professional services firm specializing in tax planning, business consulting, and tax compliance. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team using research, modeling, and tax-efficiency analysis to create tailored recommendation reports.

Thomas Dickinson is a financial advisor with Cetera, holding the CFP® designation and over 28 years of industry experience. He has held roles at Mercantile Bank of Michigan and Avantax Advisory Services, among others, and is also involved in community and nonprofit activities, including serving as a volunteer treasurer for Levalley United Methodist Church and a board member at Sparrow Ionia Hospital. Additionally, he participates in local government and redevelopment initiatives in Ionia, Michigan. Cetera Investment Advisers serves a diverse client base that includes individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Boston Knapp is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his professional career in 2025. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Virgil Biggs is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked extensively with Avantax and BHT&D, CPA's. Outside of his advisory work, he serves on several nonprofit boards, including as treasurer for Hands of Mercy International and as a director for Sparrow Ionia Hospital Foundation. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth clients, institutions, and retirement plans, through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions.

Martin Moore is a financial advisor with LPL Financial in Portland, Michigan, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Moore manages a tree farm in Six Lakes, Michigan. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Ian Deming is a CFP® and Series 66 registered advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously served five years in the United States Navy. He serves on the Board of Directors for the Lowell Area Chamber of Commerce. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kory Blastic is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Portland, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Ginger Roberts is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Avantax Advisory Services and related entities for over 15 years. Roberts is also involved in community service as the chairperson of the BHT&D team for the Ionia Relay for Life with the American Cancer Society. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed programs.

Jaakko Kasko is a CFP® with 13 years of industry experience, currently affiliated with Commonwealth Financial Network and Milestone Wealth Management. He has been with both firms since 2016. Outside of his advisory role, he is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC, entities related to his investment and insurance activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while acting as a platform and operations provider for its affiliated advisors.