Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Paradigm Equities, Inc. and Mea Financial Services, Inc. since 2008. Outside of his advisory roles, he operates a home-based builder business. 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 customizes investment strategies based on client profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based clientele rather than high-net-worth individuals.

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.

Betsy Britton is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, having worked at Korthase Flinn from 2010 to 2026 before transitioning to Highstreet Insurance & Financial Services, which acquired Korthase Flinn. 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 military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Flinn is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Korthase Flinn and Principal Securities Inc. He serves as a board member of Moran Iron Works, where he participates in strategic and financial oversight. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

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.

Elizabeth Berge is a financial advisor with Edward Jones in Boyne City, MI, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in manufacturing roles at Industrial Magnetics Inc., Moeller Mfg. Company LLC, and Williams International. Outside of her advisory work, she coordinates events for Boyne Ranch LLC Springbrook Farms and serves as a brand ambassador for Shaggy's Copper Country Skis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

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.

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.

Christian Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Bank One from 2006 to 2016. His current role is based in Petoskey, Michigan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Michael Eberhart is a financial advisor with Edward Jones in Walloon Lake, MI, holding Series 63 and Series 66 licenses and with 36 years of industry experience. He has been with Edward Jones since 1989. 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 through a large network of financial advisors and offers a variety of advisory strategies, affiliated mutual funds, and fiduciary services.

Ruth Skop is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® and Series 66 credentials and has been with Edward Jones since 2008, following a prior career at Wood & Wicker Inc. Skop serves as a board member for Northern MI Equine Therapy, helping organize fundraising events to support scholarships for occupational therapy using horses. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alfred Sickinger is a financial advisor with Raymond James & Associates in Boyne City, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partial owner of a garage used to store his car collection. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with municipal and public-financing capabilities.

James Richman is a financial advisor with Edward Jones in Boyne City, MI, holding a Series 66 designation and eight years of industry experience. He worked at ReeceNichols and Saint Paul's Episcopal Day School from 2007 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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.

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.

Donna Putman is a financial advisor with Edward Jones, holding a Series 66 designation and over three years of industry experience. She has been with Edward Jones since 2008 and is also involved in tax return data entry at Markiewicz & Co., LLC during tax season on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.