Kory Kaunisto is a Series 65 licensed financial advisor with eight years of industry experience. He currently serves as the sole advisor at Kaunisto Capital L.L.C., having previously worked at Gehlen Braeutigam Capital, Citi, and AmWins Group. Kaunisto Capital L.L.C. provides investment management services primarily to pooled investment vehicles and institutional investors, focusing on portfolio management through a centralized approach with a single advisory professional.

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. He has been with Hantz Financial since 2004 and holds Series 63 and Series 65 licenses. 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 unified managed account solutions, and it operates with affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Carlie Anderson is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hantz Financial Services since 2018. Prior to that, she was with Cuna Brokerage Services, Inc. and Soo Co Op Credit Union. Outside of her advisory role, Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. 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 accounts and unified managed account solutions, and offers expanded capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Rileigh Rambo is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. She holds the Series 63 and Series 65 credentials and has been with Hantz Financial Services since 2015. 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 accounts and unified managed account solutions, supported by affiliated entities such as a trust bank and in-house tax and business consulting services.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and began his advisory career in 2024. Prior to joining Hantz, he worked in various roles including at Regal Home Care and the Jamie Nicole Agency. Outside of financial services, he is involved with Quality Automotive Repair, where he contributes on a part-time basis. Hantz Financial Services serves a diverse client base, offering financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, supported by affiliated entities including a trust bank and in-house tax and consulting services.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2020. Her prior experience includes roles at Lake Superior State University, Birch Hill Grocery, Alpena Community College, and Alpena High School. 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 and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by affiliated banking, tax, and consulting capabilities.

Jonathon Coe is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2012. He holds a Series 66 license and is based in Sault Ste. Marie, MI. Hantz Financial Services provides financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services to a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and partnerships offering direct-indexing and alternative investments, supported by affiliated entities such as a trust bank and in-house tax and consulting services.

Joshua Hester is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2023. Outside of his advisory role, he is the owner of Upward Potential, a technical consulting business. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Jakob Hopkins is a financial advisor at Hantz Financial Services, Inc. He holds the Series 66 designation and has experience spanning roles in both education and military service prior to his current position. His background includes five years at Lake Superior State University and six years with the United States Marine Corps Reserve. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm’s investment approach centers on diversified, ETF-focused model portfolios combined with asset allocation and periodic rebalancing, offering a range of services including financial planning, wealth management, and retirement consulting.

Amanda Nolan is a financial advisor with PlanMember Securities Corporation in Sault Ste. Marie, MI, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at Williams & Co dba Williams and Company Financial Services and has experience in both financial services and education sectors. Outside of advisory work, she is involved as a stylist at Deep Roots Salon and operates a small Etsy craft business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios supported by education and support services for plan sponsors and participants.

Joshua Mac Donald is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has been with Edward Jones since 2008. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and fiduciary-standard advisory services.

Gregory Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has served in advisory roles since 2013 and has been involved with the City of Sault Sainte Marie since 2017. Collins is also the owner of Midwest Wealth Strategies, where he serves as Branch Manager and Financial Advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by firm research and extensive affiliate networks.

Amanda Wright is a financial advisor at Hantz Financial Services, Inc. with 10 years of industry experience. She holds the Series 66 designation and has been with Hantz Financial Services since 2015. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services.

Samantha Marzean is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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.

Steven Heiny is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 designation and three years of industry experience. Prior to joining Cambridge in 2021, he worked with the Bangor Region YMCA and various YMCA camps. Outside of financial advising, he is involved in a house painting business and acts as an insurance referral agent. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

John Piedmont III is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors. He began his advisory career in 2025 and has prior experience in various roles outside the financial industry, including work at Roto-Rooter and several hospitality establishments. Cambridge Investment Research Advisors 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 and account platforms.

Nicholas Kibble is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Michigan Technological University and Old Mission Bank. 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 variety of delivery options supported by an in-house research team and a large network of investment adviser representatives.

Craig Krouth is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Lake Superior State University for ten years. Outside of his advisory role, he serves as a hockey official for the Western Collegiate Hockey Association, a soccer official for the Michigan High School Athletic Association, and is the chairperson of the Sault Ste Marie Tax Increment Financing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

David Weber is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He is based in Sault Ste Marie, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Weber serves on the board of Hospice of Chippewa County, participates in the finance committee at St. Joseph's Church, and is involved with Northern Transitions Inc. 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 supports a large network of financial advisors and branch offices nationwide, offering a range of advisory programs and investment solutions.

Peyton Blakely is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, holding three years of industry experience. Prior to his financial advisory career, he served 15 years as a firefighter and paramedic with the City of Sault Sainte Marie Fire Department. He is also an owner and laborer of a tree work business and serves as a board member and volunteer for Habitat for Humanity. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals, offering financial planning, portfolio management, and retirement plan advisory services.