Ronald Jaster is the sole advisor at Faithful Steward Wealth Management, Inc. in New Lothrup, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has worked at Faithful Steward Wealth Management since 2011, following roles at Creative Financial Designs, Inc. and G. A. Repple & Company. Outside of advisory work, he serves as treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management primarily serves individual investors and charitable clients, offering portfolio management, third-party adviser recommendations, and retirement account management. The firm utilizes multiple portfolio platforms, including an actively managed equities and options platform and a faith-based mutual fund platform, combining fundamental and technical analysis with both active and passive strategies.

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Lance Arnold is a financial advisor at Reliance Asset Management LLC and holds a Series 65 designation. He has one year of experience in the financial industry and has worked at Senior Care of Michigan for ten years. Outside of advisory work, he has a background in senior care services. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by partnering with a third-party portfolio manager. The firm focuses on model portfolios consisting of no-load mutual funds, ETFs, individual equities, and cash instruments, regularly reviewing client accounts to align investments with documented goals and risk tolerances.

Travis Maxon is a financial advisor at Reliance Asset Management LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Gradient Advisors LLC. Outside of his advisory role, Maxon is involved in insurance sales through Senior Care of Michigan. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on selecting and managing model portfolios primarily composed of no-load mutual funds, ETFs, individual equities, and cash instruments.

Todd Hulliberger is a Series 65-licensed financial advisor with Reliance Asset Management LLC and has seven years of industry experience. Prior to joining Reliance Asset Management in 2026, he worked at Gradient Advisors for seven years. He is also involved with Senior Care of Michigan, where he has worked in insurance sales since 2006. Reliance Asset Management LLC provides co-advisory asset management services to individuals, high-net-worth clients, trusts, and estates by working with a third-party portfolio manager. The firm focuses on model portfolios using no-load mutual funds, ETFs, individual equities, and cash instruments, with an investment approach centered on discretionary model selection and periodic client account reviews.

Richard Marotzke Jr. is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Berthel Fisher & Company Financial Services, Alta Holdings, and Michigan Valley Insurance Agency. He is also involved in providing alternative property and casualty insurance coverage for high-net-worth clients through Alta Holdings. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management, financial planning, and consulting services using a variety of investment approaches and offers both discretionary and non-discretionary account management.

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Zechariah Marotzke is a financial advisor at Richmark Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Smile America, University Lutheran Chapel, Q3 Asset Management, and the University of Michigan. Richmark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by offering portfolio management, financial planning, and consulting services. The firm customizes investment strategies using various analysis methods and manages accounts both directly and through sub-advisers.

Blaise Zimmer is a financial advisor at Richmark Private Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked in public school education. Outside of his advisory role, Zimmer owns a tree farm. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities, offering portfolio management and financial planning using a variety of investment methods and ongoing client review.

Kevin Sims is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Richmark in 2019, he worked at Capfinancial Securities, LLC and Captrust Financial Advisors. He is also licensed in insurance and has been involved in insurance sales since 1993. Richmark Private Wealth Management serves a diverse client base including individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services, employing various analytical methods and both long- and short-term trading strategies, while managing accounts directly and through third-party platforms.

Mark Vanvoorhees is a CFP® with 31 years of industry experience and has been with Belpointe Asset Management LLC since 2019. Prior to Belpointe, he worked at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services, Inc. He teaches personal financial planning part-time at various universities and serves on the board of the Ignite the Arts Foundation, a nonprofit supporting arts development in Michigan. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm offers customized discretionary portfolio management and financial planning services, combining passive, active, and tactical strategies to meet client objectives across roughly 7,300 client relationships.

Gerald St. Cin is an investment advisor representative with Procyon Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney, AE Financial Services, and Oliver Lagore Vanvalin Investment Group. Outside of advisory work, he serves as a licensed insurance agent, is a registered official for the Michigan High School Athletic Association, and sits on the board of the St Louis Campground Association of the Church of God. Procyon serves individuals, families, trusts, businesses, retirement plans, registered investment advisers, and institutional clients, managing approximately $9.2 billion in assets. The firm uses fundamental analysis and an internal due-diligence process to construct portfolios primarily from mutual funds, ETFs, individual equities, and fixed income, offering both discretionary and non-discretionary management and a wide range of ancillary services.

William Schmidt is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked with Belpointe since 2019, following 11 years at Premier Estate Planners, LLC. Outside of his advisory work, Schmidt owns and operates 1st College Planning Inc., providing college planning services. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through a network of 174 advisors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, institutions, and other advisers, utilizing customized portfolios that combine passive, active, tactical, and blended strategies.

Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Tyler Amprim is a financial advisor at Procyon with a Series 65 credential and one year of industry experience. Prior to joining Procyon, he held roles in various sectors including education, food service, and retail. Tyler has also been involved with Ondo Bakery and Artist Endeavor. Procyon serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and institutional clients, managing approximately $9.2 billion in assets. The firm uses a fundamental analysis approach for custom portfolio construction, offering both discretionary and non-discretionary management, and distinguishes itself through private fund advisory services and integrated ancillary offerings such as in-house tax services and AI decision support tools.

Jesse Vanvalin is a financial advisor at Procyon with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sigma Planning Corporation, Sigma Financial Corporation, Oliver Lagore Vanvalin Investment Group, Inc., and AE Financial Services, LLC. Vanvalin is also a licensed insurance agent. Procyon serves individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisers, institutional clients, and private funds. The firm manages approximately $9.2 billion in assets, offering customized portfolios with a fundamental analysis approach and a range of advisory and portfolio management services, including roles as a private fund adviser and provider of ancillary services such as trust administration and in-house tax offerings.

Donald Flenniken is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Clear Creek Financial Management since 2021 and previously held positions at Harvest Investment Services and ProEquities, Inc. In addition to his advisory work, he is an independent insurance agent and serves as chairman of the board and finance committee for Riverdale Baptist Church. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities with asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers a quantitative consulting arm that provides algorithmic research and implementation to other advisers.

Timothy Tenneriello is a financial advisor at Procyon with a Series 65 credential and two years of industry experience. His prior roles include positions at Oliver Langore Vanvalin Investment Group and CS Partners. Outside of finance, he owns and oversees two businesses: an interior design company and an auto repair and body shop. Procyon serves a diverse client base including individuals, high-net-worth families, trusts, businesses, retirement plans, RIAs, and institutional clients, managing approximately $9.2 billion in assets. The firm uses a fundamental analysis approach with a long-term orientation, offering both discretionary and non-discretionary portfolio management and providing a range of advisory and ancillary services.

Roy Sefton is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also operates Sefton Accounting Associates, providing accounting and tax preparation services. Outside of his advisory role, he serves as an officer and board member of the Saginaw Valley Torch Club, a nonprofit organization. Money Concepts Capital Corp is an enterprise-scale adviser managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse clientele, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary portfolio programs.