William Schmidt is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Belpointe since 2019, alongside his role at Premier Estate Planners, LLC since 2012. Outside of advising, he owns and operates 1st College Planning Inc., a college planning services business. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios and a range of strategies tailored to client goals and risk tolerance.

Andrew Butler is a CFP® professional with over 21 years of experience in the financial industry, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Mecosta, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

Grace Timmers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2022, she worked in customer service at Antlers Fireside Grill and attended Grand Canyon University. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Rockford, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages an internet marketing business focused on residential rental properties. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct municipal-advisor registration.

Elizabeth Tkacz Breitner is a CFP® professional with 28 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Lisa Bondarenko is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she plays the piano for Northland United Methodist Church in Stanwood, MI, performing at services, funerals, and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Daniel Holtrop is a financial advisor at Osaic with 34 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 35 years. Outside of his advisory role, he serves as a planning commissioner for the City of Kentwood, where he participates in city master planning and zoning decisions. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm employs a comprehensive investment process utilizing risk tolerance assessments, asset allocation software, and portfolio optimization, offering access to various investment products and advisory programs.

Alexander Niznak is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to joining Edward Jones, he held positions at several organizations including Preston Community Services and Joao Pessoa Espectros. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Allyse Ward is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Big Rapids, MI. She has three years of industry experience, including prior roles at Cambridge Investment Research Inc. and six years with the Mecosta-Osceola Intermediate School District. 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, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Steven Miller is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 designations. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Tacia is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2011. Outside of his advisory role, Tacia serves on several local nonprofit and school boards and is involved in community organizations in Big Rapids, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services with investment strategies implemented through various custodians and platforms.

Shannon Hannon is a financial advisor with LPL Financial in Stanwood, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 2004. Outside of her advisory role, she is involved with Hannon Financial, a business entity for tax and investment purposes. 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 a large network of investment adviser representatives.