Jeffrey Pasche is a financial advisor at Raymond James & Associates with 42 years of industry experience. He has been with Raymond James since 1999 and also has a longstanding role at Western Michigan University since 1983. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and advisory services supported by a broad range of investment strategies and affiliated research, with a notable presence in municipal advisory services and a comprehensive affiliate network.

Joshua Sprunger is a financial advisor with Thrivent Investment Management in Traverse City, MI, holding a Series 66 credential and eight years of industry experience. He has been with Thrivent since 2017 and previously served at Warren Road Church for eight years. Outside of his advisory role, Sprunger coaches junior high track and basketball and serves on the board of the Northwest Michigan Fellowship of Christian Athletes. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through its network of financial advisors. The firm offers holistic, goal-based planning focused on a wide range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Carly Ellis is a CFP® with 25 years of industry experience and has been with Robert W. Baird & Co. since 2002. She is based in Traverse City, MI. Outside of her advisory role, she is involved in managing a rental home in Williamsburg, MI. She 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 charitable organizations. The group provides tailored financial planning and portfolio management services using a mix of in-house and third-party managers with a range of investment strategies and overlays.

Megan Pegan Naylor is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has been with Raymond James Financial Services Advisors, Inc. since 2015. Outside of her advisory role, she is an associate at Schweitzer Capital Group, LLC, where she performs general office duties. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and supports its clients with analytical tools and advisory programs.

Matthew Ligon is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years at Stifel. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute and third parties to support its investment approach.

Eric Miles is a Managing Director and Wealth Management Advisor at the Portage/Kalamazoo Michigan branch of Merrill Lynch Wealth Management. He has been with Merrill since July 2000 and was Resident Director from 2006 to 2018. In addition to his role at Merrill, Eric serves on the Bank of America Michigan LGBT Pride Leadership Team. Eric provides a team-supported, goals-based financial strategy for high net worth investors, encompassing all aspects of their financial lives. His client focus areas include investment consulting for defined contribution plans, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, special needs planning strategies, and retirement income. He holds a Bachelor's Degree from Western Michigan University, where he majored in Finance and minored in Economics. Eric has earned the Chartered Retirement Planning Counselor (CRPC) designation. He and his wife, Kim, reside in Kalamazoo with their three children. Eric's personal interests include boating, football, and skiing.

Andrew Maniaci is a financial advisor at LPL Financial in Traverse City, MI, holding Series 63 and Series 66 designations with 20 years of industry experience. He previously worked for Cuso Financial Services, LP for 12 years and currently has an ongoing affiliation with TBA Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Wayne Olivier is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in their investment menus.

Cody Holderbecker is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Facet, Edward Jones, Brighthouse Financial, and Enterpointe Wireless. Holderbecker is based in Traverse City, MI. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing written recommendations across a range of financial planning topics. The firm delivers goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while maintaining a separation between planning and portfolio management.

Kristi Avery is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She previously worked at For Investment Partners, Western International Securities, Inc., Financial West Group, and Kevin P. Kelly & Associates. Kristi also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

David Graf is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MML Investors Services and MassMutual. Outside of his advisory work, Graf is involved in youth soccer as a coach and referee, and he also serves as a coach for Grand Traverse Area Catholic Schools. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party strategies tailored to client objectives.

Andrew Weaver is a financial advisor with Edward Jones in Traverse City, MI, holding a Series 66 designation and seven years of industry experience. He worked at Coretek Services from 2015 to 2018 before joining Edward Jones, where he has been since 2018. Outside of advising, he is a co-owner of Sugarhill Farms, LLC, involved in agricultural activities including planting, harvesting, and livestock care. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of advisors and branch offices.

Lisa Brantley is a financial advisor at Primerica Advisors with 35 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Primerica Advisors since 1991. Her prior experience includes roles at Communities First Inc, Cornerstone, and the Flint & Genesee Chamber Of Commerce. Additionally, she is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by third parties and provides advisory services primarily to non-institutional investors.

Rebecca Stearns is a financial advisor with UBS Financial Services in Traverse City, MI, holding a Series 66 designation and 12 years of industry experience. She worked at Morgan Stanley from 2014 to 2016 before joining UBS, where she has been since 2016. Outside of her advisory work, Stearns serves as a coach for the Frankenmuth School District and is a member of the board of directors for Impact 100 Traverse City, where she leads the Financial Review team responsible for evaluating grant applications from local nonprofits. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances.

Rebecca Teahen is a financial advisor at Robert W. Baird & Co. with three years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Michigan College for 12 years. Outside of her advisory role, she serves as a board member and treasurer for 20 Fathoms and is a limited partner in Teahen Farms LLC. She is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized consulting and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex allocations, including discretionary management and overlay services.

Kevin Dunklow is a financial advisor with Stifel, holding a Series 66 designation and eight years of industry experience. Prior to joining Stifel in 2021, he worked at Edward Jones from 2017 to 2021 and served with the Traverse City Police Department for 13 years. He is a board member of Charlie Golf One, a nonprofit focused on affordable housing and programs for veterans in the Traverse City community. Stifel serves a diverse client base 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 support asset allocation, retirement, insurance, and estate planning analyses.

Marvin Peterson is a CFP® with 44 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Peterson holds ownership interests in two investment-related firms, PORTICO Wealth Management LLC and Marvin J. Peterson LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, using research, planning tools, and simulation models to develop tailored recommendations.

Meghan Dykstra is a CFP® professional with 21 years of experience in the financial services industry. She currently serves with Cambridge Investment Research Advisors and has held previous roles at Securities America Advisors and Securities America, Inc. She is president of the Vasa Ski Club/Raptors in Traverse City, MI, where she volunteers. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party model strategies across multiple platform arrangements.

Hannah Sweeney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and seven years of industry experience. She has been with Wells Fargo Clearing since 2018 and has held teaching positions at Ferris State University and Northwestern Michigan College. Additionally, she serves as a trustee of a family trust in Traverse City, MI. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is grounded in modern portfolio theory and includes a comprehensive investment menu that features insurance-related vehicles and bank deposit sweep options.

Maryann Shepherd is a financial advisor with Cambridge Investment Research Advisors in Traverse City, MI, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2014. Outside of her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple portfolio management platforms and a range of investment strategies.