Jason Weiss is a financial advisor at Fairway Investment Group, LLC with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Paradigm Equities, MEA Financial Services, and nearly a quarter-century with Gaylord Community Schools. Outside of his advisory work, Weiss is an independent real estate broker with EverGreen Home Realty. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm tailors investment recommendations using detailed client profiling and employs fundamental, technical, and cyclical analyses while maintaining a focus on a membership-based client population rather than high-net-worth individuals.

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Cuso Financial Services, L.P., and Encore Financial. Outside of his advisory work, he co-owns an online retail store on Etsy called Kindred Insights. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both planning and managed account solutions within plan lineups selected by plan sponsors.

Kirk Johnston is a CFP® professional with 14 years of industry experience, currently serving as an advisor at The Huntington Investment Company. His prior roles include positions at Cetera Investment Services, TCF National Bank, the ON Equity Sales Company, and Ohio National Financial Services. Johnston holds Series 63 and Series 66 licenses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs for individual, charitable, corporate, and retirement clients. The firm manages roughly $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform combining third-party and proprietary investment models, with specialized program options and overlay services.

Sharyn Dansa is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James Financial Services and Cetera Investment Advisors. Dansa is also involved with Maier & Associates Financial Group, a business related to her LPL activities. 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 combines advisory services with various non-advisory product offerings.

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Naylor is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory work, he is involved with Silver Palace Bar & Grill. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm provides various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team.

Timothy Janis II is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. He previously worked at Jackson National Life Insurance and has a background that includes roles at Timmy Tire Center and Red Hawk Golf Club. Janis is a board member of the Otsego County Foundation, participating in quarterly meetings to review investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, operating under a fiduciary standard.

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Maier is a CFP® and CFA® credentialed financial advisor with six years of industry experience. He is currently with LPL Financial and previously worked at Raymond James Financial Services Advisors, Inc. Maier is also involved with Maier & Associates Financial Group, Inc. outside of his primary advisory role. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Wilcox is a financial advisor at LPL Financial with 31 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors and Securities America. Wilcox is also involved with Maier & Associates Financial Group, a business he has been associated with since 1993. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a broad range of advisory and brokerage services supported by an in-house research team and multiple portfolio management options.

Chris Dandeneau is a financial advisor with Edward Jones in Gaylord, MI, holding the CFP®, ChFC®, and Series 66 designations. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as a director of the Otsego County Sportsplex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Westenbarger is a financial advisor at OSAIC with 15 years of industry experience. He holds the Series 66 designation and previously worked at THE O.N. Equity Sales Company for 13 years before joining OSAIC in 2023. Outside of advising, he owns and operates Chester Farm Woods, a sole proprietorship involved in agriculture production and processing forestry products. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Joseph Jardine is a financial advisor at LPL Financial with one year of industry experience. His prior roles include self-employment and positions at Relax On The Beach and Trump International - Rick Smith Golf Performance Center. Jardine also operates Cousino Wealth Advisors, a DBA for his LPL business. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by in-house research and a large network of investment adviser representatives.

Beverly Fink is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, and has 7 years of industry experience. She has been with Edward Jones since 2015. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Adam Wohlscheid is a financial advisor at LPL Financial with five years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Raymond James Financial and CG Financial. Outside of his advisory role, he is involved with Maier & Associates Financial Group, an affiliated business activity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with a variety of product and service options.

Gregory Dahlberg is a CFP® professional with 24 years of experience in the financial services industry. He is currently with LPL Financial and has held previous roles at Raymond James Financial Services, Securities America, and Maier & Associates, where he has been involved since 2001. Dahlberg also has entrepreneurial experience through MZN Properties, LLC. 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 financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Benjamin Katterman is a financial advisor with Raymond James & Associates, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2023, he worked at Stephenson & Company, PC for seven years and spent four years at Adrian College. 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 state and municipal government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Wayne Maier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 51 years of industry experience. He has worked at LPL Financial since 2024 and previously served at Raymond James Financial Services and Securities America. Maier has been involved with the Maier & Associates Charitable Foundation Inc. since 2004. 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 in-house research and a large network of investment adviser representatives.

Philip Hofweber is a financial advisor with Edward Jones in Gaylord, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Hofweber serves as a board member of Kirtland Community College’s Governing Advisory Board, a nonprofit focused on higher education services in rural northern Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,000 advisors.

Courtney Sparks is a financial advisor with LPL Financial in Atlanta, MI, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013. 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 wide range of investment solutions supported by in-house research and a large network of investment adviser representatives.

William Forreider is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. 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 strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Drew Parker is a financial advisor at Edward Jones with the Series 66 credential and approximately two years of experience in the industry. His background includes roles at Edward Jones since 2023 and prior work spanning retail and hospitality sectors. 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 and investment solutions through a nationwide network of more than 23,700 financial advisors.

Natasha Thomas is a financial advisor at LPL Financial with a Series 66 designation and over a decade of experience in the financial services industry. She has worked at Community Financial Credit Union since 2014 and joined LPL Financial in 2025. 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 wide range of delivery options supported by an in-house Research team, combining large-scale advisory operations with non-advisory product activities.

Joseph Maier is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Securities America. Maier is also a board member of the Maier & Associates Charitable Foundation. 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.

Khara Curtiss is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Austin Spires is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he serves as a committee member for the Otsego Community Foundation, where he participates in overseeing financial planning and fiscal management. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and institutional consulting via its Institutional Fiduciary Solutions division.

Toni Straughen is a financial advisor with Edward Jones in Gaylord, MI, holding the ChFC® designation and Series 66 license, with seven years of industry experience. Prior to joining Edward Jones in 2018, Toni worked at DFCU Financial for 18 years. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Robert Moug is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, Inc. from 2000 to 2024. In addition to his advisory role, Moug is involved in tax preparation and accounting through Moug Financial Inc and operates Moug & Associates PLLC. 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 combines large-scale advisory operations with various non-advisory product offerings.