Cody Rogers is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. He has also worked at Auto-Owners Insurance since 2014. Rogers holds a life insurance agent license in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and a mix of investment types, while offering a retirement-plan consulting practice that includes ERISA fiduciary services.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Connor Williamson is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Aldi, Ten Point Financial, and teaching positions at Michigan State University and local schools. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, while also offering retirement-plan consulting and coordinating estate-planning through an online platform.

Cole Williams is a financial advisor at Shotwell Rutter Baer Inc with a Series 65 designation and one year of industry experience. He previously worked at New York Life and has been involved with Carrabbas Italian Grill since 2017. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a range of engagement and fee models without minimum portfolio size requirements.

Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has previously worked at Gradient Securities, Ten Point Financial, and Farm Bureau Insurance. Ian also maintains an insurance agent license in Michigan, dedicating a small portion of his time to that activity. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating equities, fixed income, mutual funds, ETFs, and alternative investments, while also offering retirement-plan consulting and third-party manager oversight.

Jeffrey Rutter is a financial advisor at Shotwell Rutter Baer Inc with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. Shotwell Rutter Baer Inc provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models without minimum portfolio size requirements.

Nick has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor. Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem. Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals. Shortly after his realization, he was introduced to the pioneers in the industry such as Mitch Anthony and the Money Quotient team. His career in financial life planning was born. Listen to Nick's podcast: https://srbadvisors.com/category/podcast-kitchen-table-finance/

Ashley Sajor is a financial advisor with Shotwell Rutter Baer Inc in Lansing, MI, holding a Series 65 designation and two years of industry experience. Prior to joining Shotwell Rutter Baer, Ashley worked at United Atlantic Insurance and held roles outside finance, including at MSU Library and Quiet Storm Surf Shop. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement, tax and estate planning support, insurance advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models, including fixed-fee project work and subscription-based ongoing planning without a minimum portfolio size.

Justin Johnson is a financial advisor at Rightoak Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Gradient Securities, LLC and the State of Michigan. Outside of his advisory role, he is a personal fitness trainer through his own business, High Calling Fitness LLC, and serves as CEO of a cigar company, 1689 Holdings. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm focuses on strategic asset allocation and long-term value investing, incorporating a mix of equities, fixed income, mutual funds, ETFs, and alternative investments.

Ryan Bytwerk is a financial advisor with Rightoak Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Ten Point Financial, LLC, Gradient Securities, LLC, and RJB & Associates LLC. Outside of his advisory work, he is involved in agricultural operations through Ten Point Farms, LLC, where he assists with planting and harvesting. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating a range of asset classes and offering specialized retirement-plan consulting services.

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association. Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

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.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ and Series 63 designations. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Millbrook also has longstanding involvement with Hicks Millbrook & Cwayna, PLLC and Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Sidney Walser Delaney is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 designations and four years of industry experience. Prior to joining Huntington, Sidney worked in retail at Kay Jewelers and Journeys. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform that includes third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

David Pozolo is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the Michigan Department of Corrections. Outside of his advisory role, he works as a delivery driver for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Blake Pokley is a CFP® with six years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior roles include positions at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and self-employment. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, private funds, and ETFs.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

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.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company for over four decades. Miller serves as a board member of the Woodridge Commons Condominium Association, a nonprofit organization in Lansing, 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Zachary Sheehan is a financial advisor with Edward Jones in Ionia, MI, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a wealth management firm serving over four million individual and institutional clients through a nationwide network of more than 23,700 advisors. The firm offers a range of managed investment strategies and affiliated mutual funds, operating under a fiduciary standard.

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 credentials and 23 years of industry experience. His prior work includes roles at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and American Portfolios Financial Services. Outside of finance, he owns Joel Heinlein Remodeling and has been involved in the performing arts through Joel Heinlein Music. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan consulting, using various account platforms and third-party strategists.

Mark Quimby is a financial advisor at Edward Jones in Lansing, MI, holding a CFP® designation along with Series 63 and Series 66 licenses. He has 23 years of industry experience and has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee for the Waverly Education Foundation and is a board member of the Delta Side Business Association, engaging in educational initiatives and local business promotion. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large national network of financial advisors.

Kiersten Noall Pacino is a Series 66 licensed financial advisor with Edward Jones, based in Grand Ledge, MI. She has over two years of industry experience and has been with Edward Jones during separate periods totaling approximately 25 years. Outside of advising, she owns and operates a Mary Kay Cosmetics business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds under a fiduciary standard.

Roger Bennett is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Royal Alliance Associates, Signator Investors, Asset Financial Services Inc., and Transamerica Financial Advisors. Outside of his advisory work, Bennett serves as a board member for the Grand Ledge Chamber, contributing to local governance. OSAIC is a large-scale investment advisory and broker-dealer firm serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and access to multiple custodial platforms.

Adam Eschtruth is a financial advisor with Edward Jones in Lansing, MI, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Justin Blake is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to joining Edward Jones, he spent seven years at Grand Blanc Community Schools and three years at Durand Area Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

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.

Jesse Langschied is a CFP® professional with 24 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, Liberty National Life Insurance Company, and managing his own business, Langschied Financial LLC dba 88 Keys LLC. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product offerings.

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.

Erin Mackie is a financial advisor with Edward Jones, holding a Series 66 designation and over three years of industry experience. She has been with Edward Jones in various roles since 2004. Outside of her advisory work, Mackie serves as a director for the Delta Side Business Association in Lansing, MI, where she helps manage the website, coordinates business expos, and responds to member inquiries. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices.

Adrian Vande Guchte is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he also sells hobby wood turnings. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

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.

Samantha Ringler is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to her current role, she held positions outside the financial industry, including roles at Elite Dental Partners and McIver Chiropractic Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Michael Settle is a financial advisor with LPL Financial in Lansing, MI, holding the ChFC® and Series 63 designations and possessing 36 years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. for over two decades. Outside of his advisory role, he is involved in a professional financial services business under a DBA related to his LPL work. 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 non-advisory product offerings.

Adam Heinlein is a CFP® and ChFC® with 40 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Regulus, LLC and Regal Investment Advisors LLC. Heinlein serves as president of Lutheran Financial Services, Inc. and is chairman of the board for Crosswater Canyon, Inc. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Andrew Archer is a Series 66 licensed financial advisor with Edward Jones in Grand Ledge, MI, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he owns a commercial real estate business, Weathertop Commercial Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Saundra Howard is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Cetera and its affiliated entities since 2007 and also has a long-standing role with Independent Bank since 2006. Cetera Investment Advisers serves individual, 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 services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Joseph Taunt is a financial advisor with Cambridge Investment Research Advisors who holds CFP® and ChFC® designations and has 42 years of industry experience. His prior firms include Regulus, LLC, Regal Investment Advisors, and Regal Financial Group LLC. Outside of his advisory work, he serves as treasurer of the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation, and he is a board member of the J/35 Class Association. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and both discretionary and non-discretionary management approaches.

Barbara Gill is a financial advisor with LPL Financial in Lansing, MI, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. She previously worked for MML Investors Services Inc and Massachusetts Mutual Life Insurance Company for 35 years. Outside of her advisory role, she is involved in insurance sales. 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 investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Timothy Wall is a financial advisor at Fidelity with 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he serves as Deputy Grand Knight for the Knights of Columbus Council #944, participating in charitable activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers advisory services to registered investment companies and uses systematic methodologies including AI in its investment process.

Robert Diekema is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Jesse Langschied, Waddell and Reed Inc, and Nylife Securities LLC. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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.

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.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 licenses and 22 years of industry experience. He previously worked at Waddell & Reed, Inc. and has experience with tax preparation and accounting through Accrescent Tax Solutions. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, supported by an in-house research team and a broad range of advisory and non-advisory products.

Charles King III is a financial advisor with MWA Financial Services Inc. in Lansing, MI, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has been with MWA Financial Services since 2015 and also maintains roles at Modern Woodmen of America and IT Works Global. Outside of his advisory work, King performs as a magician, comedian, and hypnotist. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm provides tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily offering non-discretionary advisory services.

Antonio Gamez is a financial advisor at MWA Financial Services Inc. He holds the Series 66 designation and has experience in the financial industry dating back to 2018, including roles at Jackson National Life and Modern Woodmen of America. Prior to his advisory career, he worked in education and the restaurant industry. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.