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.

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.

Kristine Sherwood is a ChFC® at Rachor Investment Advisory Services, LLC with 6 years of industry experience. She has been with Rachor Investment Advisory Services since 2009. Rachor Investment Advisory Services serves individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses, managing approximately $205 million in discretionary assets. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and plan-level fiduciary services, and is notable for its Michigan public accounting firm license and integration of accounting support within its advisory services.

Tod Fisher is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Rachor Investment Advisory Services, LLC since 2007. Outside of his advisory role, he is a general partner and drummer in a band called After It All. Rachor Investment Advisory Services manages approximately $205 million in discretionary assets for individual and high-net-worth clients, trusts, qualified retirement plans, charitable organizations, and privately held businesses. The firm offers portfolio management through diversified and concentrated strategies, financial planning, and fiduciary services, supported by its unique combination of investment management and limited accounting capabilities through CPA leadership.

Edward Irwin is a CFP® with 15 years of industry experience, currently serving as an investment advisor representative at Security First Financial in Swartz Creek, MI. His prior roles include positions at Reliable Planning LLC, Thrivent Investment Management Inc., and IGO Capital Management, Inc. Outside of advising, he is involved in business consulting and editing and publishing through his ownership of Reliable Planning LLC and Reliable Portfolio, LLC. Security First Financial provides personalized investment management to individuals, families, businesses, and nonprofit organizations, managing approximately $299 million in assets. The firm operates as a fee-only adviser, typically investing in no-load mutual funds, ETFs, and certificates of deposit, and serves a notably high client-to-advisor ratio.

Mark Herhold is a financial advisor at Security First Financial in Swartz Creek, MI, holding a Series 65 designation with 16 years of industry experience. He has been with Security First Financial since 1999. Security First Financial provides personalized investment management to individuals, families, businesses, and nonprofit organizations, managing approximately $299 million in assets for about 640 family units as of January 2026. The firm operates as a fee-only adviser with a focus on no-load mutual funds, ETFs, and certificates of deposit, employing various analysis methods and managing accounts on a discretionary basis.

Patricia Walton is a CFP® professional with 17 years at Rachor Investment Advisory Services, LLC and a total of 10 years of industry experience. She has worked exclusively at Rachor since 2009. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs an evidence-based Diversified Strategy primarily using ETFs and mutual funds, alongside a Concentrated Strategy involving third-party private money managers, and also offers financial planning services including lifetime cash-flow projections at no additional charge.

Bethany Yerk is a financial advisor at Rachor Investment Advisory Services, LLC and holds the ChFC® designation. She has 1 year of industry experience and has been with Rachor Investment Advisory Services since 2016. Rachor Investment Advisory Services provides personalized discretionary and non-discretionary investment advisory services to individuals, trusts, qualified retirement plans, charitable organizations, and businesses. The firm employs both a Diversified Strategy, focused on ETFs and mutual funds, and a Concentrated Strategy using third-party private money managers, offering financial planning services including lifetime cash-flow projections at no additional charge.

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 and AE Financial Services. Outside of advisory work, he serves as a registered official for the Michigan High School Athletic Association and is a board member of the St Louis Campground Association of the Church of God. Procyon provides investment management, financial planning, retirement-plan advisory, and institutional consulting services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, employing a mix of discretionary and non-discretionary strategies using mutual funds, ETFs, individual equities, and fixed income based on fundamental analysis.

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.

Katrina Savage is a financial advisor with Redhawk Wealth Advisors, Inc. in Flint, MI, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. She has been with Redhawk Wealth Advisors since 2012 and also serves as Vice President of Alliance Financial Group, where she provides life insurance, fixed annuities, and trust funding services. Redhawk Wealth Advisors offers discretionary and non-discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm employs strategic and tactical asset allocation, with portfolios monitored by a weekly investment committee, and provides specialized services including multi-generational wealth planning and captive insurance company account management.

Alejandro Lebron is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Creative Financial Designs, Inc. and has prior experience at Executive Wealth Management and INVEST Financial Corp. He is also the owner of Bridge Wealth Management, LLC. Creative Financial Designs serves individual and institutional clients with a range of investment management and financial planning services, utilizing both model portfolios and adviser-directed strategies. The firm employs an asset-class allocation approach informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing.

Rosemary Robinson is a financial advisor at Creative Financial Designs, Inc. in Flint, MI, with 16 years of industry experience. She holds a Series 66 designation and has worked at Bridge Wealth Management and Gleaner Financial Corp, in addition to her longstanding roles at Creative Financial Designs and CFD Investments. Creative Financial Designs serves individual, high-net-worth, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and comprehensive financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Tyler Amprim is a financial advisor at Procyon with a Series 65 designation and one year of industry experience. Prior to joining Procyon, he held various roles including positions at Artist Endeavor, Ondo Bakery, and multiple engagements with Oakland Christian School. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and certain government clients. The firm manages approximately $9.2 billion in assets, primarily through non-discretionary management using a mix of mutual funds, ETFs, individual equities, and fixed income based on fundamental analysis.

Deborah Joseph is a Series 65-licensed advisor at Redhawk Wealth Advisors, Inc. in Flint, MI, with five years of industry experience. She also serves as an insurance agent at Alliance Financial Group, focusing on life insurance, annuity sales, and Medicare supplement plans. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, families, trusts, and charitable organizations. The firm uses strategic and tactical asset allocation across various investment vehicles and incorporates third-party signals in some strategies, maintaining final discretionary authority.

Dennis Szymanski is a financial advisor at Simplicity Wealth with 16 years of industry experience. He holds Series 63 and 65 licenses and has worked at several firms, including Redhawk Wealth Advisors and Platinum Home Mortgage. He is also the owner of First Fruits Asset Management and First Fruits Metals Exchange, which are involved in insurance sales and physical precious metals sales, respectively. Simplicity Wealth serves a diverse client base, including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and model portfolios, and offers technology-driven advisory and operational services to other advisors.

Jesse Vanvalin is a financial advisor with Procyon, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Sigma Planning Corporation, AE Financial Services, and Oliver Lagore Vanvalin Investment Group. In addition to his advisory work, he is a licensed insurance agent. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, and government entities. The firm manages approximately $9.2 billion in assets, focusing primarily on non-discretionary management through a combination of internal portfolio construction, access to independent managers, and AI-driven research tools.

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.

Todd Mcclain is a CFP® professional with 16 years of experience, currently with Plante Moran Financial Advisors in Flint, MI. He has been with Plante Moran Financial Advisors since 2002 and is also a partner at Plante & Moran, PLLC. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutions, and sovereign wealth funds. The firm employs a combination of fundamental, technical, and cyclical analysis alongside a proprietary equity market valuation model and offers both discretionary and non-discretionary portfolio management.