Linda Bonham is a financial advisor with LPL Financial in Highland, MI, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She worked at National Planning Corporation for 17 years before joining LPL Financial in 2017. Outside of her advisory role, she owns and operates Advantage Tax Service and Advantage Bookkeeping, providing tax preparation and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology and a broad network of over 22,000 advisors.

Martin Macdougall is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1999. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a centralized consulting team to deliver tailored, non-discretionary recommendations. The firm combines research, modeling, and tax-efficient strategies, with a focus on assets managed within Ameriprise accounts and employs algorithmic tools overseen by a dedicated committee.

Eric Barnes is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His prior work includes roles at Vantage Financial Group, Inc. and Cetera Wealth Services, LLC. He is also an insurance agent selling fixed life insurance and annuities. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a variety of program structures.

Mark Mann is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 registrations and has 32 years of industry experience, including prior roles at Merrill and Bank of America. He is also associated with Quadrant A Capital Management, where he works alongside the branch manager and owner. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, employing analytical tools and risk profiling to support client goals.

Karla Nagorsen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. She has worked with Cetera Wealth Services, Avantax Advisory Services, and iVantage Group. Outside of her advisory role, she is involved in a family-owned media company providing advertising and marketing services, and she serves as a trustee of a personal family trust managing assets for her children. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering portfolio management, financial planning, and access to third-party money managers. The firm supports a range of investment strategies across various program structures with over 10,000 advisors and $256 billion in assets under management.

Anthony Bove III is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. Outside of his advisory work, he serves as an Industry Arbitrator for FINRA. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Christopher Deruyver is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Commonwealth Financial Network for 17 years and Affinity Wealth Solutions for over two decades. He is also involved in managing a property leasing business related to his branch office space. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive resources and technology.

Mircea Corches is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2018, following prior roles at Allstate Financial Advisors and PRUCO Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and incorporates broader derivatives and commodities capabilities.

Carol Miskovich is a financial advisor at LPL Financial with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Founders Financial Securities, LLC for 18 years. Outside of her advisory role, she is involved with Tallman Financial Services, LLC, focusing on non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, retirement plans, banks, and institutions through a large network of investment adviser representatives. The firm offers a variety of advisory solutions including model portfolios and third-party asset management, supported by technology tools and a broad range of non-advisory financial activities.

John Priestap is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has been affiliated with Raymond James since 2009 and operates Priestap Financial LLC. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Jonathan Mc Clain is a securities professional with 26 years of industry experience, currently serving at J.P. Morgan Securities. He holds Series 63 and Series 65 licenses and has worked at several firms including Banc One Securities Corporation, Chase Investment Services Corp., and JP Morgan Chase Bank, n.a. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Andrea Kean is a financial advisor with Edward Jones in Brighton, MI, holding a Series 63 designation and 30 years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is involved in rental property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of investment strategies, tax-efficient services, and maintains a large nationwide network of advisors and branch offices.

Amanda Teremi is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. She has also worked with Ballard Wealth Group and has prior experience in banking and retail. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools tailored to client goals.

Thomas Halonen is a CFP® certified financial advisor with 21 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Farmers Insurance Group and Farmers Financial Solutions from 2006 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Linda Laprad is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 34 years of industry experience. She has been with Raymond James since 1999, serving in various capacities within the firm for over two decades. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains distinctive programs such as municipal and public-finance advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tina Grahl is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63, 65, and 66 credentials and previously worked for Charles Schwab and Charles Schwab Bank for nine years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering tailored financial planning and investment consulting primarily through non-discretionary relationships.

Sarah Emery is a financial advisor at Cetera with 26 years of industry experience. She holds the CFP® and ChFC® designations. Emery previously worked at LPL Financial and The State Bank, and she currently owns Emery Financial LLC, which provides financial services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, model portfolios, and third-party manager selections.

Kevin Brennan is a financial advisor at Cetera with 22 years of industry experience. He holds Series 65 and Series 66 registrations and has previously worked at VOYA Financial Advisors and Hollbrook Insurance Agency. Brennan is also the owner of Brennan Services LLC, a financial services business, and serves as Vice Chair of the Hartland Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated third-party managers.

Jonah Bartlett is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and has experience in both financial services and education, including serving as a football coach at Mason Public Schools. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and employs a multi-manager platform with various program structures and investment options.

Kelsey Heinrich is an advisor at LPL Financial with a Series 66 designation and one year of industry experience. Her prior work includes roles at Lake Trust Credit Union and Heartland Payment Systems. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.