Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.

Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Amy Cooper is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds a Series 63 designation and has 19 years of industry experience. Amy has worked at Heirmark and M Holdings Securities since 2009 and was also with Cornerstone Consulting Group from 2009 to 2017. Outside of advisory roles, she serves as Director of Case Design and Client Service at Heirmark, where she manages client insurance reviews and life insurance case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.

Thomas Baker is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Lincoln Investment and Great American Advisors, Inc. He also operates an independent insurance agency that provides multi-line property and casualty, fixed life, and annuity products. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, offering discretionary and non-discretionary portfolio management through various programs and model portfolios managed by an in-house investment team.

Sailey Sey is a financial advisor at The Huntington Investment Company with 14 years of industry experience. Sey holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Merrill, Bank of America, and Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

Suzzanne Cross is a financial advisor with Fifth Third Securities, Inc. in Owosso, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1980. Outside of her advisory role, she volunteers at Memorial Healthcare Auxiliary Hospital and serves as Vice President of Curwood Festival, Inc., a local nonprofit organization. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized portfolio management and tax-overlay services.

Matthew Schartow is a financial advisor with Empower Advisory Group based in Perry, MI. He holds Series 63 and Series 65 credentials and has three years of industry experience. Prior to joining Empower, he worked for Alerus Financial from 2016 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Candice Skinner is a financial advisor with Principal Financial Services, holding Series 63, Series 65, and Series 66 licenses and four years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bruce Dolliver is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2020 and has experience in retail and outdoor industries. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Michael Modlin is a financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2017, additionally having worked at Fifth Third Bank since 2009. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank.

Mark Parson is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to his current role. Parson also has a significant ownership interest in Parson Management LLC, a firm related to his advisory practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing investment and fee-based financial planning services. The firm offers a broad range of planning options and integrates advisory services with multiple financial product offerings and referral channels.

Paul Schluckebier is a financial advisor at Stifel with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on several local boards, including the Memorial Healthcare Development Board as Secretary, and participates in a scholarship investment committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Samuel Forsyth is a Series 66 licensed financial advisor with LPL Financial, based in Chesaning, MI. He has four years of industry experience and has worked at LPL Financial since 2021. Outside of his advisory role, Forsyth serves as a track and field coach at Chesaning Middle School and as an assistant coach at Chesaning High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mueller has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Andrew Reger is a Series 66 credentialed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2018. He has eight years of industry experience and previously spent 22 years at Chesaning Union Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Wealth Strategies Financial Group, Minnesota Life Insurance Co, and VALIC Financial Advisors. Outside of her advisory work, she serves on the boards of Den Defenders Youth Football and the Wrestlers in Business Network, a national nonprofit supporting the sport of wrestling. Cetera Investment Advisers LLC is an SEC-registered advisor offering services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.