Matthew Knust is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America NA, Merrill, and Central State Bank prior to joining Edward Jones. 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 large network of financial advisors and branch offices nationwide.

Samuel Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, leveraging Merrill's investment insights and Bank of America's banking and lending resources. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Holmes holds a Bachelor's Degree from Michigan State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys activities such as billiards, cooking, fishing, gardening, hiking, hunting, photography, reading, skiing, and swimming.

Markus Hunter is a financial advisor with Primerica Advisors in Traverse City, MI, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked with PFS Investments Inc. since 2017 and Primerica Financial Services since 2010. Outside of his advisory work, he owns and partners in Hunter Technology Consulting. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports clients through a large network of financial advisors and offices.

Marissa Vandenberg is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services, TD Ameritrade, JP Morgan Chase Bank, and The Huntington National Bank. Outside of her advisory role, she owns Lightbulb Ventures LLC, a company focused on creating innovations in ideas and products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics that emphasize diversification and modern portfolio theory.

Katherine Miller is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

James Stoops is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 credential and has worked at Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Adrian Chisholm is a financial advisor with Ameriprise in Rapid City, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a dance instructor at Alden Dance Academy, teaching ballet, tap, jazz, and contemporary dance. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Yancy Boivin is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Robert Fenton is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following eight years at Raymond James & Associates. Outside of his advisory role, he has been involved with RJF Sports since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies.

Al Bruchnak is a CFP® professional with 25 years of experience, affiliated with Raymond James Financial in Traverse City, MI. He has worked with Raymond James Financial Services since 2005 and owns Al Bruchnak Financial Services, LLC. Outside of finance, he co-owns For Real Money Designs, LLC, a business created to hold domain names and logos. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs while maintaining a unique municipal advisor affiliation and specialized employer advisory services.

John Collier Jr. is a financial advisor with Robert Baird & Co. in Traverse City, MI, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he has part ownership in a family farm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services across a range of traditional and non-traditional investment strategies, including discretionary management and separately managed account programs.

Jason Piedmonte is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2015 and at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kelli Hamilton is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo, she worked at JPMorgan Chase Bank and J.P. Morgan Securities, and has a background that includes legal work with county prosecutors offices. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics with a broad range of brokerage and advisory solutions.

Henry Conley is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at several firms including Parkway Financial Group, OSAIC Wealth, and SPC. Outside of his advisory work, he serves as a wine tour driver in Traverse City, providing winery information and transportation to guests. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Bryan Poirier is a CFP®-credentialed financial advisor with 35 years of industry experience, currently with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Questar Asset Management, spanning over 16 years combined. Outside of finance, he has been a professional musician performing locally in the Traverse City area since 1979. OSAIC serves a diverse range of clients, including individual, high-net-worth, institutional, and charitable organizations, providing brokerage, advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs a variety of asset allocation tools and offers both discretionary and non-discretionary portfolio management with access to third-party investment solutions.

Steven Kelty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in serving small business owners and retirees, focusing on personal retirement planning, tax minimization, and retirement income strategies. Steven holds a Bachelor's Degree from Western Michigan University and is a CERTIFIED FINANCIAL PLANNER™ (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes connecting clients to tailored plans aligned with their unique ambitions and priorities, aiming to simplify the complexities of investing. Outside of his professional work, Steven enjoys biking, boating, camping, running, and skiing.

Buz Zamarron is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a Successor Trustee of a family trust and is involved with the Exchange Club of Traverse City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment recommendations are based on a proprietary methodology developed by the firm's Investment Strategy Group, providing guidance for asset allocation, retirement, insurance, and estate planning.

Ryan Black is a CFP® with eight years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to this, he worked at Johnson and Johnson for one year. He is a member of the Investment Policy Committee and the Finance Committee at The Children's House Montessori in Traverse City, MI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Tate Yonker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, he held positions at Equitable Financial Life Insurance and Raymond James, and he attended Michigan State University from 2021 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mari Calton is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Traverse City, MI, with six years of industry experience. She has worked at IB Wealth Management, Cetera, and Independent Bank. Outside of her advisory work, Calton serves as treasurer and resident agent for Crossroads Church of the United Brethren in Christ and is vice president of the Charlotte Orioles Band Boosters, coordinating special events for students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.