Austin Hilliker is a financial advisor at Wellspring Investing with a Series 65 designation and one year of industry experience. Prior to joining Wellspring Investing, he held positions at Bradway Enterprises, UP Engineers and Architects, and Gentex. Wellspring Investing serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing portfolio management, financial planning, and pension consulting services. The firm combines fundamental and technical analysis with long-term trading and options strategies, and is notable for offering pension consulting alongside individual portfolio management as a solo independent advisor.

Gregory Seppanen is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Simplified Financial Partners and has previously worked at firms including Sage Financial Advice, Superior National Bank, Tri-star Trust Bank, and Cetera Investment Services. He serves as a board member of the Adams Township School District Foundation, where he participates in policy matters. Simplified Financial Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $78 million across 89 client relationships. The firm provides discretionary, long-term portfolio management and financial planning services, utilizing investment policy statements and a combination of fundamental analysis and modern portfolio theory.

Vidalia Cornwall is a CFP® and ChFC® affiliated with Tessara Wealth, bringing five years of industry experience. She has worked at Ballast Point Financial Planning since 2022 and has prior experience with Northwestern Mutual and roles at Utah State University and the US Department of State. Ballast Point Financial Planning, LLC provides financial planning and investment management to individual and high-net-worth clients, including young-to-mid-career professionals and business owners. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing diversified, low-cost mutual funds and ETFs, with a mix of discretionary and non-discretionary account management.

Edward Simonsen is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2023. Outside of his advisory role, he is involved with IW Solutions, LLC and Mindya LLC, both non-investment-related entities. 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 investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.

Ross Rinkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as president of the Copper Country Walleye Association, vice president of the Chassell Lions Club, and is involved in refereeing and coaching hockey at the high school and college levels. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Kevin Bostwick is a financial advisor with Edward Jones in Calumet, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Houghton Portage Township Schools, Walmart, and DLH Contracting. He also serves as the varsity baseball coach at Houghton Portage Township Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Bradley Simonsen is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his industry career in 2024. He has prior experience with Insight Wealth Solutions and spent five years at Michigan Technological University. 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.

John Tauren is a financial advisor at Cetera with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Pruco Securities Corporation. He is also an independent insurance agent specializing in fixed insurance products. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.

Erin Gast is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, Erin worked at Ameriprise for three years and has experience in accounting and education from earlier roles. 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 investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jada Hamar is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior work includes roles at Insight Wealth Solutions and Superior National Bank, as well as various positions in the Houghton, MI area. 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.

John Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at River Valley Bank prior to joining Edward Jones. Outside of his advisory role, he owns Greenstone Financial, an LLC created to acquire office space for relocating his branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, operates under a fiduciary standard, and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

Anthony Schwenn is a financial advisor with Edward Jones in Hancock, Michigan, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Avant Tecno USA and Pettibone Traverse Lift, LLC, among other companies. Outside of his advisory role, he is involved as a virtual franchisee with The Juice Plus+ Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of over 23,700 financial advisors.

Travis Hanson is a financial advisor with Thrivent Investment Management in Hancock, MI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Prior to his current role, he worked at Finlandia University for six years. He serves as president of the Houghton Hancock Lions Club and chairs the endowment committee for Gloria Dei Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across various financial topics without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Anthony Fisher is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Ameriprise Financial Services and Superior National Bank & Trust. Outside of advising, he owns a laundromat business in Houghton, Michigan. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers various investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Heath Johnson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial. 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 delivery options supported by an in-house Research team and combines large-scale advisory operations with non-advisory product activities.

Adam Gill is a financial advisor at Edward Jones with one year of industry experience. His prior roles include positions at Superior National Bank, Gardenview Assisted Living and Memory Care, Northern Mutual Insurance, and Farm Bureau Insurance. He serves on the board of review for Schoolcraft Township in Lake Linden, MI. 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 through a nationwide network of financial advisors and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Jeffrey Thornton is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with organizations including Superior National Bank and Trust, Keweenaw Learning Center LLC, Copper Country Intermediate School District, and Enreach Education. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Christopher Riesgraf is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Greenstone Financial, LLC, a real estate business in Marquette, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Shelly Larson is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2012. 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 through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Brent Peterson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, Peterson serves as a color analyst for Michigan Tech University hockey games on WMPL Radio and sits on the advisory board for the Michigan Tech Applied Portfolio Management Program as well as the board of directors for the Houghton Portage Township Schools Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including wrap fee strategies and separately managed accounts, and operates under a fiduciary standard with an extensive nationwide network of advisors and branch offices.

Michael Albrecht is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specified asset criteria, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic tools to support its centralized retirement-income consulting team, delivering tailored recommendations primarily for clients maintaining assets in Ameriprise-managed accounts.

Adam Rajala is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he was employed at Houghton High School and Auto-Pro Glass and Tire. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.