Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Fairway Investment Group since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory role, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves individual clients connected to the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm uses a tailored investment approach based on client objectives and combines fundamental, technical, and cyclical analysis without permitting discretionary trading by its advisors at the individual account level.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hantz Financial Services since 2021. His prior experience includes roles at Alro, Quicken Loans, and Wayne State University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a broad range of financial planning, portfolio management, and retirement-plan advisory services.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. based in Tecumseh, MI. He holds a Series 66 designation and has experience working in various roles outside of the financial industry, including positions at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies along with separately managed and unified managed account solutions, and offers expanded implementation capabilities through affiliated businesses such as a state-chartered trust bank and in-house tax and business consulting.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.

Brandon Ohlinger is a financial advisor with The Huntington Investment Company and holds Series 63 and Series 66 licenses. He has six years of industry experience, including ten years with Huntington National Bank prior to his current role. The Huntington Investment Company offers advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, managing approximately $6.3 billion in assets across nearly 400 advisors.

Amanda Cravens is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at Huntington National Bank and its affiliated investment firms since 2016. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets across nearly 400 advisors. The firm operates an open-architecture, model-driven platform that integrates third-party and proprietary investment models and offers specialized services such as tax management and impact/ESG overlays.

Collin Korte is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 66 designation and seven years of industry experience. He has been with the Hantz Group since 2018 and previously worked with Prep Baseball Report and Inverness Golf Club. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated tax, consulting, insurance, and mortgage businesses.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan, holding a Series 65 credential and seven years of industry experience. His prior roles include positions at Clifton Larson Allen and Wolfe LLC & Sub. Outside of advisory work, he provides consulting accounting services related to accounting manuals, closing processes, and cost accounting reports for Wolfe, LLC. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio management, and fiduciary services. The firm’s investment approach emphasizes model-driven ETF strategies, supplemented by separately managed accounts and alternative investments, supported by affiliated businesses including a trust bank and in-house tax and business consulting.

Hunter Johnston is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions in the restaurant industry and education. Outside of financial advising, Johnston is employed as a cook and bartender at Two Lakes Tavern. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities and technology partnerships.

Hunter Phipps is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2016. Prior to joining Hantz, he held positions at Jimmy Johns and Adrian College. Outside of his advisory role, he is involved in a custom handmade signs business, Simply Styled Homemade Signs, contributing to production and vendor support. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement-plan advisory services. The firm employs model-driven ETF strategies supplemented by separately managed accounts and provides expanded implementation capabilities through affiliated banking, tax, and consulting services.

Gregory Stewart is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 65 designation with six years of industry experience. His background includes roles at Adrian College and Singh prior to joining Hantz Financial Services in 2018. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Todd Wilson is a CFP®-designated financial advisor with Edward Jones in Adrian, MI, where he has worked since 1996, totaling 33 years of industry experience. He also owns The Wilson Group LLC, a real estate rental business. 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 strategies supported by a large network of financial advisors and branch offices.

James Cole is a ChFC® credentialed financial advisor with 30 years of industry experience. He has worked at LPL Financial since 2018 and previously spent 23 years at Sigma Financial Corporation. Cole is also a long-standing member of the American Legion Post 97 board. 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 delivers services through a large network of investment adviser representatives.

Corey Arno is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Summit Financial Corporation and Evangelista & Associates. Outside of his advisory role, he is a commissioned notary. 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 variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and credit services.

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. 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 under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Cory II is a financial advisor at Cetera with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has been co-owner of Blissfield Financial Services since 2013. Cetera Investment Advisers serves a wide range of clients including individuals, high-net-worth individuals, institutions, and retirement plans through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to multiple investment platforms and third-party managers.

Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, MI. 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Steele III is a financial advisor with Raymond James Financial in Adrian, Michigan, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2010 and has additional experience as president and owner of HB Steele, Incorporated. Steele is also a board member of the Kiwanis nonprofit organization and serves on the board of the Lenawee Development Finance Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base 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, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory and implementation-support roles rather than discretionary management.

Aaron Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. He previously worked at Investment Centers of America for eight years before joining LPL Financial in 2017. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. 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 solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Mark Vernon is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 licenses and 24 years of industry experience. Prior to joining Edward Jones in 2020, he worked at MECM Partners, Allianz Global Investors U.S. LLC, Allianz Global Investors Distributors LLC, Quasar Distributors, LLC, and O'Shaughnessy Asset Management, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Daniel Gordon is a financial advisor with LPL Financial in Ft Myers, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Creative Financial Designs, Inc and CFD Investments, Inc from 2014 to 2018, and at Gleaner Life Insurance from 2012 to 2018. Outside of his advisory work, he is involved in a music-related activity that he manages on a part-time basis. 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 supports its investment advice with in-house research and offers a variety of portfolio management options and financial products through a large network of investment adviser representatives.

Lynette Foor is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She previously worked at Edward Jones from 2011 to 2025. Outside of her advisory role, she is involved with a family farm. 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 advisory operations with non-advisory product activities.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Bowman is a financial advisor at Edward Jones in Adrian, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Mortgage Team, Loan Depot, and Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. 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 variety of delivery options supported by an in-house research team that builds model portfolios and provides strategic and tactical investment implementations.

Ilka Witt is a financial advisor at Edward Jones with a Series 66 designation and 10 years of industry experience. She previously worked at MiraMed Global Services Inc/Anesthesia Business Consultants for one year before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Corey De Meritt is a financial advisor with Ameriprise, holding the Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of advising, he works as a tax analyst for Quinn's Tax Service LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Grier Edwards Sr. is a financial advisor with LPL Financial in Ann Arbor, MI, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Affinity Wealth Solutions. He is also involved with Retirement Referral Network, 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

John Denler Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years at Centaurus Financial, Inc. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Curtis Beagle is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is president and CEO of Beagle & Associates, Inc., an employment agency, and is involved in other business ventures including ownership in FPG Partners, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Devantier is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 65 and Series 66 designations and has four years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network and Village Wealth Management. Outside of his advisory role, he is an insurance agent selling annuities and serves as CEO of DeVantier Properties LLC, a commercial real estate business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by firm research and a broad affiliate network.

Bryan Perry is a financial advisor with Ameriprise in Clinton, MI, holding the ChFC® and Series 63 designations and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities related to payroll and bill payment services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and employing algorithmic tools overseen by a dedicated committee.

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Cambridge since 2008. Outside of his advisory role, he serves as vice president of the Onsted Kiwanis Club and is a trustee of the Onsted Kiwanis Community Foundation. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory through a large network of independent Financial Professionals using multiple account platforms.

Kevin Way is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he owns Gold Star Financial Services, an independent insurance agency, and works as a tax preparer with Preferred Financial Solutions. 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 financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies and multiple account platforms.

Michael Cory is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Voya Financial Advisors and Blissfield Financial Services, where he also maintains an ongoing affiliation. Outside of advisory work, he serves as a board member of the Tri County Historical Museum and is a partner in a farming operation, Running Bucks Farms, LLC. Cetera Investment Advisers serves a diverse client base including 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, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Russell Dempsey is a CFP® professional with 24 years of experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of his advisory work, he is president of a CPA firm and serves as an advisory board member for Maya Indian Mission, Inc., a nonprofit organization. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm employs a combination of advisor-managed accounts, model portfolios, and third-party solutions, with a notable integration of retirement and fiduciary services alongside its broad advisory platform.

Aaron Collins is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous work experience at Industrial Alliance and in educational roles at Lutheran High North Highschool and Trinity Lutheran School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on various financial topics without portfolio management for institutional clients. The firm combines planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Michael Dempsey is a CFP® professional with 24 years of experience, currently affiliated with Cetera. His prior experience includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of advisory work, he is a shareholder at Dempsey & Dempsey, P.C., a CPA firm he has been involved with since 1994. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by proprietary model portfolios and third-party managers.

Emily Brunke is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at LPL Financial, Northwest Bank, and Huntington National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on goal-based analyses and written recommendations across a broad range of planning topics. The firm offers these services on a one-time or ongoing basis but does not provide portfolio management for institutional clients.

Rodney Pender is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He holds a residential builder’s license, which he maintains for property repairs and mentors others in real estate investing. Pender serves on multiple community and nonprofit boards, including the Vernon & Alice Pratt Foundation and the Lenawee County Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Mazur is a financial advisor with Edward Jones in Clinton, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 31 years at JP Morgan Chase. 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 nationwide network of over 23,700 financial advisors.

Joseph Siekierda is a financial advisor at Ameriprise with 27 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports, emphasizing managed accounts and utilizing algorithmic tools overseen by a dedicated consulting team.

Stacy Downing is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Cambridge since 2014. Outside of her advisory role, she serves as secretary of the Rotary Club in Clinton, Michigan, and is a member of the advisory board for the Tecumseh Parks & Recreation Department. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.