Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

James Newman is a financial advisor at Simplicity Wealth with a Series 65 designation and over 18 years of experience in the industry. His prior work includes roles at Meadowbrook Inc. DBA AFGROUP and Exacta Financial Services LLC. Simplicity Wealth manages over $4 billion and provides investment advisory and planning services to individuals, retirement plan sponsors, participants, and third-party advisers, utilizing a fund-of-funds approach with a range of portfolio management and financial planning options.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Jasmine Garn is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Company and Castle Financial Partners, where she is involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Taylor Massa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial, Securian Financial Services, Wealth Strategies Financial Group, and Minnesota Life Insurance. Massa operates an independent investment advisory business through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Samuel Butler is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and extensive industry affiliations.

Kenneth Perrin is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at The Huntington Investment Company since 2017 and concurrently with LPL Financial since 2008. Perrin serves as a board member and chairperson of the St. Johns Area Community Fund, a nonprofit supporting social, physical, and cultural improvements in the community. 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 combining third-party and proprietary investment models and offers specialized program options and overlay services, including tax management and impact/ESG overlays.

John Ross is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, Chase, and Huntington National Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, alongside features such as direct indexing and tax-overlay services.

Adam Tyler is a financial advisor with Fifth Third Securities, Inc. in Dewitt, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Outside of his advisory role, he owns and manages two rental properties in Sarasota, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and tax-overlay services.

John Sirrine is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships and multiple custodians.

Steven Shannon is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 66 registrations and has worked in various roles at The Huntington National Bank and The Huntington Investment Company since 2010. Prior to joining Huntington, he operated Shannon Investments LLC and worked at Baker College. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients with advisory and wrap-fee programs. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and utilizes an open-architecture, model-driven platform featuring third-party and proprietary investment models.

Candice Skinner is a financial advisor at Principal Financial Services with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes roles at Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Nicholas Mccleary is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 66 designation and bringing 13 years of industry experience. He is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. He also owns NM Financial LLC, which offers securities, advisory, and financial planning services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management and retirement plan consulting through a range of discretionary and non-discretionary strategies, supported by affiliated investment adviser representatives and an investment committee.

Larry Mengerink is a CFP® professional with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge and its affiliated entities since 2017 and previously worked at Sii Investments. Outside of his advisory role, he is involved in marketing and coaching activities through his ownership of Park Lake Marketing and volunteer coaching with Mid-Michigan Excel. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals. The firm employs a variety of investment approaches including model portfolios and third-party strategists, with services delivered on both discretionary and non-discretionary bases.

Joni Preston is a CFP® and Series 66-licensed financial advisor with 12 years of experience at Edward Jones. She has been with the firm since 2014 and also owns a photo booth rental business that serves weddings, corporate, and private events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Tyler Brzozowski is a financial advisor at Edward Jones in St. Johns, MI, holding the CFP®, ChFC®, and Series 66 credentials with six years of industry experience. Prior to joining Edward Jones, he worked at Cook Pharmica and Michigan State University. He is a 50/50 owner of KTB Enterprises LLC alongside fellow advisor Kimberly Brzozowski. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 advisors and $1.01 trillion in assets under management.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and VALIC Financial Advisors. She serves on the boards of Den Defenders Youth Football and the Lake Victoria Property Owners Association, and is a director for the Wrestlers in Business Network, a nonprofit supporting career and business development through wrestling. Cetera Investment Advisers serves a diverse client base including 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, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Anthony Lenneman is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Gordon Food Service for two years. 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 affiliated financial services, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Suzanne Henningson 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. Prior to that, she was employed at Evereve for two years. Outside of her advisory role, she is a member and manager of Henningsons Properties LLC, a land ownership business in Dewitt, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

Amardeep Grewal is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and Investors Capital Corporation. Outside of his advisory role, he is involved in non-variable insurance activities. 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 delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Kenneth Ryan II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He is also an independent insurance agent and owner of Ryan Financial Services, LLC, engaging in the sale and service of insurance, securities, and investment products. 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, model portfolios, and third-party managed solutions.

Kathy Colby is a financial advisor at LPL Financial with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at USA Financial Securities and Financial Independents, Inc. Outside of her advisory work, she owns a handmade crafts business called Craft Crazy Ladies. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that constructs diversified model portfolios and alternative strategies.

Lou Sheaffer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Oracle and Accenture Federal Services. 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 nationwide network of more than 23,700 financial advisors.

Mackenzey Smith is a financial advisor at LPL Financial in Lansing, MI, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial, Smith worked at Edward Jones and held various roles in tax and financial services as well as education. 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.

Christopher Briggs is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2021, following prior roles at VOYA Financial Advisors and Maynard, Kearney, Briggs & Associates. Outside of advising, he serves as board president of the Colony Lake Home Owners Association. 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, fiduciary, and retirement solutions, combining advisor-managed accounts with firm-sponsored and third-party managed programs.

Tonya Madar is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked for the State of Michigan for seven years and at Central Michigan University Library for eight years. 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 under management and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Kimberly Brzozowski is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2010. She has 15 years of industry experience and serves clients from St. Johns, MI. Outside of her advisory role, she is a board member of Sparrow Clinton Hospital in St. Johns. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Nathan Lindemeyer is a financial advisor with Cambridge Investment Research Advisors in Dewitt, MI, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has operated his own CPA practice since 1994. Outside of his advisory work, he serves as treasurer and board member for Barrel Aged Charities Inc. 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, utilizing various account platforms and third-party sub-advisers.

Kira Lockwood is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2016. 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 under management through a broad network of financial advisors and branch offices, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Russell Dawson is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Securian Financial Advisors of the Great Lakes and Minnesota Life Insurance Company. Dawson serves on the board of the Sparrow Hospital Foundation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning and asset management solutions supported by an in-house research team.