Mitchell Lyons is the sole advisor at Mitch Lyons Wealth LLC, holding Series 65 and Series 66 licenses with 19 years of industry experience. He has worked at several firms including Global Financial Private Capital, LLC and Lyons Kitzrow Wealth Management. Lyons is also an independent licensed insurance agent and owner of Mitch Lyons Wealth LLC. Mitch Lyons Wealth LLC provides portfolio management services for individual and high-net-worth clients, employing multiple analysis methods such as fundamental, technical, quantitative analysis, and modern portfolio theory. The firm implements long-term strategies alongside options trading and utilizes third-party model portfolios through AE Wealth Management.

Derrin Leigh is the sole advisor at Derrin Leigh LLC, an independent firm based in Pierson, MI. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, including prior work at Financial Architechs. Before founding his current practice in 2018, he founded and sold a larger wealth-management business. Derrin Leigh LLC provides comprehensive investment advisory services and financial planning primarily for individual clients, including high-net-worth individuals and small business owners. The firm combines fundamental and technical analysis in its investment approach and regularly employs short-term trading and covered-call option strategies alongside longer-term positions.

Scott Fraungruber is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with Principal Securities Inc. since 2016 and has worked at Principal Life Insurance Company since 1992. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers financial planning, retirement plan consulting, direct advisory programs, and access to third-party money manager asset allocation and separately managed account solutions.

Axel Contreras Luevano is a financial advisor with Fifth Third Securities, Inc. based in Greenville, MI. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to his advisory role, he worked at Fifth Third Bank and was involved in managing Flos Sports Bar for six years. Fifth Third Securities provides brokerage and investment advisory services to a range of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jacob Jackson is a financial advisor at The Huntington Investment Company with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, he worked in security management and served with the Michigan Department of Natural Resources. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven platform that integrates third-party and proprietary investment strategies, offering specialized services including tax management and ESG overlays.

Jacob Kemp is a financial advisor with Edward Jones in Greenville, MI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked as an on-field football official for the Collegiate Officiating Consortium Football - Big Ten from 2010 to 2019. 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 advisory programs, including both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 advisors and over 15,000 branch offices.

Kristin Carstensen is a financial advisor with Ameriprise in Belding, MI, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2002. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to tailor non-discretionary advice, primarily for clients maintaining significant assets in Ameriprise Managed Accounts.

David Quinones is a financial advisor at Fidelity with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. Quinones also had a role at Purgatory Bar SLC during part of his tenure at Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios and offers advisory services with oversight of sub-advisers and conflict management.

Jennifer Mierendorf is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has been with Cetera and its affiliated entities since 2009 and also works as a loan officer for Independent Bank. Mierendorf serves as a board member and treasurer for FMRVRT and participates on the board of ANBL, contributing to budget planning and strategic reviews. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, with a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Debra Nowicki is a financial advisor with Edward Jones in Greenville, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves as Director of Finance for the Women's Action Network, where she reviews and audits the treasurer's budget. 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 solutions supported by a large nationwide network of advisors and branch offices.

Nicholas Huizenga is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. He began his advisory role at Ameriprise in 2024. Ameriprise offers retirement-income planning services targeted at individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team that combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports, typically within 180 days of enrollment.