Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Lance Arnold is a financial advisor with Reliance Asset Management LLC, holding a Series 65 credential. He is based in Davison, MI. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with periodic account reviews to align client goals and risk tolerances.

Richard Marotzke is a financial advisor with RichMark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services, Inc. and is involved with Alta Holdings and Michigan Valley Insurance Agency. Marotzke has been active with Christ Lutheran Church since 2004. RichMark Private Wealth Management serves individuals, retirement plan participants, trusts, estates, charitable organizations, corporations, and other registered advisers, offering portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through sub-advisers, with a focus on aligning investment approaches to clients’ financial goals and circumstances.

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Zechariah Marotzke is a financial advisor at Richmark Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Smile America, University Lutheran Chapel, Q3 Asset Management, and the University of Michigan. Richmark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by offering portfolio management, financial planning, and consulting services. The firm customizes investment strategies using various analysis methods and manages accounts both directly and through sub-advisers.

Blaise Zimmer is a financial advisor at RichMark Private Wealth Management in Frankenmuth, MI, holding a Series 65 designation with six years of industry experience. He has worked at RichMark since 2020 and has also been involved in education through roles at Carrollton Public Schools and Marquette Area Public Schools. Outside of finance, he is the owner of a tree farm starting in 2025. RichMark Private Wealth Management serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering customized portfolio management and financial planning. The firm employs various analytical methods and manages accounts both directly and through sub-advisers, tailoring strategies to clients’ investment experience and objectives.

Kevin Sims is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Richmark in 2019, he worked at Capfinancial Securities, LLC and Captrust Financial Advisors. He is also licensed in insurance and has been involved in insurance sales since 1993. Richmark Private Wealth Management serves a diverse client base including individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services, employing various analytical methods and both long- and short-term trading strategies, while managing accounts directly and through third-party platforms.

Mark Vanvoorhees is a CFP® with 30 years of industry experience, currently serving at Belpointe Asset Management LLC since 2019. His prior experience includes roles at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of his advisory work, Vanvoorhees teaches personal financial planning part-time at various universities, performs as a band and orchestra musician, and serves on the board of the Ignite the Arts Foundation in Michigan. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement consulting, offering customized portfolios through a combination of internal construction and third-party managers across passive, active, tactical, and blended strategies.

Travis Maxon is a financial advisor at Gradient Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Gradient Advisors since 2022. In addition to his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan, where he has been active since 2018. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor strategies and operates a network of 169 advisors across 154 offices.

Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Todd Hulliberger is a Series 65-licensed advisor with Gradient Advisors, LLC, based in Davison, Michigan, and has six years of industry experience. He has been with Gradient Advisors since 2019 and also operates Reliance Asset Management LLC. Additionally, he has been involved with Senior Care of Michigan since 2006, providing insurance sales. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors across 154 offices and employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies.

Donald Flenniken is a financial advisor with Clear Creek Financial Management, LLC, holding the CFP® designation and Series 63 license, and has 39 years of industry experience. He has worked at Clear Creek Financial Management since 2021 and previously held roles at Harvest Investment Services, LLC and ProEquities, Inc. Since 1977, he has also been an independent insurance agent and is involved as chairman of the board and finance committee at Riverdale Baptist Church. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, and consulting services. The firm employs a mix of fundamental, technical, and cyclical analysis with various strategies and provides algorithm-driven research and an industry newsletter.

Jacob Porrett is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at the University of Michigan - Flint and Mott Community College. 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 and unified managed account solutions, and offers a range of financial planning, portfolio management, and fiduciary services.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Liu also serves as president of Synergy CPA Tax & Financial Services LLC, where he provides tax preparation, accounting services, and consulting for small businesses and individuals. His work history includes roles with Wfgia and the State of Michigan. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Konnor Robinson is a financial advisor at Hantz Financial Services, Inc. in Davison, MI, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked in various positions including at the University of Michigan - Flint and Mott Community College. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services supported by affiliated banking, tax, and consulting entities.

Daniel Waskiewicz is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Byron Swarts is a financial advisor at Oppenheimer with 10 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2012. Based in Frankenmuth, MI, he serves clients through the firm's broad range of advisory and brokerage services. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and retirement plan fiduciaries. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions, offering both discretionary and non-discretionary management programs.

Caitlin Draper is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. She holds the Series 66 designation and has prior work experience that includes roles in education and catering. Draper is currently based in Davison, MI. Hantz Financial Services serves a diverse client base, including individuals, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.