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.

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.

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.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Liu is also president of Synergy CPA Tax & Financial Services LLC, where they provide tax preparation, accounting, and consulting services. Their prior work includes 12 years at the State of Michigan and ongoing roles with WFGIA and Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Biju Nochiyil is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and concurrently works with healthcare organizations including Tone Home Health, Trinity Health, Corewell Health, and World Financial Group Insurance Agency. Beyond his advisory role, he has experience in the healthcare sector spanning multiple employers over the last several years. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party money managers, delivering tailored investment solutions with both discretionary and non-discretionary options.

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.

Daniel Waskiewicz is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. He holds the Series 66 designation and operates out of Frankenmuth, MI. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a diverse range of investment programs and advisory services, including discretionary and non-discretionary portfolio management, with a focus on strategic asset allocation, manager selection, and tailored performance reporting.