Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Ian Mark is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including Edward Jones, SNI Financial, and Northland Investments. Outside of his advisory role, Ian works as an associate at The Home Depot in Cadillac, MI. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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.

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.

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.

Daniel Terry is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory work, Terry engages in songwriting and has recorded an album. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Mollyc Cataldo is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following a ten-year tenure at The Huntington National Bank. In addition to her advisory role, she is involved in managing vacant farm and hunting land in Big Rapids, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

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.

Leisa Massie is a Series 66 licensed financial advisor with Edward Jones, based in Big Rapids, Michigan. She has over two years of industry experience and has been with Edward Jones since 2006. Outside of her advisory role, she occasionally engages in photography, focusing on events such as weddings and family portraits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.

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.

Trina Thomas is a financial advisor with Edward Jones in Evart, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Surveyors Title and Spectrum Health Reed City Hospital. Outside of her advisory role, she is involved in agriculture as the owner of Red Antler Farm, where she raises and breeds KuneKune pigs, and is also associated with her husband's taxidermy business, Red Antler Taxidermy LLC. 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 and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and offices.

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.

David Langworthy is a financial advisor with Edward Jones in Reed City, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.