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.

Kelly Brockette is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 27 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and has worked with Lerner Financial Group, Inc. since 1994. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, high-net-worth households, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers through multiple account platforms and a network of independent financial professionals.

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.

Maureen Krueger is a financial advisor with Cambridge Investment Research Advisors in Big Rapids, MI. She holds a Series 66 designation and has experience in the financial industry. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers a wide range of advisory services such as financial planning, investment management across multiple platforms, retirement plan consulting, and management of approved annuity sub-accounts, delivering advice through discretionary and non-discretionary managed account programs and third-party sub-advisers.

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.

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.

Benjamin Fath is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and has worked at Cambridge Investment Research and Lerner Csernai Fath Financial Group. Prior to his advisory career, he held positions at Lincoln Electric Company and Caterpillar. Cambridge Investment Research Advisors serves a diverse client base that includes individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals using multiple account platforms.

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.

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.

Nicholas Scheible is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016 and has over 10 years of industry experience. He serves on the boards of the Mecosta County Community Foundation and the Ferris State University Blueline Club, and is treasurer of the Big Rapids Travel Baseball organization. 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, employing a range of investment strategies and multiple account platforms.

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.

Bradley Fath is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 30 years of industry experience and has been with Cambridge since 2011. Outside of his advisory role, he serves as a board member of Eagle Village, a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers, employing a range of investment strategies including model portfolios and discretionary or non-discretionary account management.

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.

Zachary Doxtater is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2009. 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 investment delivery options supported by an in-house research team, combining large-scale advisory operations with additional financial products and services.