Joseph Wieske is a CFA® charterholder with 38 years of industry experience. He is currently an advisor at Ameriprise Financial Services, having joined the firm in 2026. His prior experience includes roles at The Huntington Investment Company and Incapital LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that combine investment research with algorithmic tools to create personalized Recommendation Reports focused on income and tax-aware withdrawal strategies.

William Kildee is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Kildee is also involved in independent insurance brokering and manages office operations through Kildee & Associates, LLC. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing tax-aware withdrawal strategies. The firm’s retirement income service combines internal research and third-party data and operates within a defined investment framework influenced by affiliated product relationships.

Donald Duggin Jr. is a financial advisor at Edward Jones with 16 years of industry experience and holds the Series 66 designation. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of a Michigan-based Airbnb business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond advisory services.

Eric Gandy is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including JP Morgan Chase Bank, Cetera Investment Services, and Independent Bank. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance advisory services uncommon among large institutional advisors.

Erin Rau is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Cetera and Independent Bank. Outside of finance, she operated an embroidery business from 2015 to 2018. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and analytical tools to support client goals, and maintains specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Jeffrey Spencer is a financial advisor at Equitable Advisors with 43 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wedbush Securities Inc. and Stifel. He is the founder and president of Perennial Capital, LLC, a business entity established for managing office expenses. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of third-party asset managers and proprietary resources.

Alec Moulton is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 2016 and joined Merrill in 2018. Alec focuses on developing strategies and providing advice tailored to the short- and long-term financial objectives of individuals, families, and businesses. Alec’s areas of expertise include executive compensation, equity compensation services, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. He holds a bachelor's degree in Personal Financial Planning from Western Michigan University and carries the Chartered Financial Consultant (ChFC) designation as well as the Personal Investment Advisor (PIA) credential. Based in Traverse City, Alec is active in the local community, volunteering and coaching football at Traverse City Central. He is also involved with the Traverse City Chamber of Commerce.

Erik Lamp is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at The Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Dianne Jurica is a financial advisor with Morgan Stanley in Traverse City, MI, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2013. Outside of her advisory role, she is the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Steven Schade is a financial advisor with Cambridge Investment Research Advisors in Traverse City, MI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior work includes positions at J.P. Morgan Securities and Chase Investment Services Corp. He is also an independent insurance agent for various companies and owns Northern Financial Management. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides multiple investment platforms and strategies, combining proprietary models and third-party solutions, and supports advisors with institutional resources and compliance structures.

Richard Suarez is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory role, he operated the Suarez Soccer Academy from 2015 to 2022. 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 team of Wealth Advisors. The firm operates with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Mandi Shellenbarger is a financial advisor with Raymond James & Associates in Traverse City, MI, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Merrill, and The Huntington Investment Company. She also has involvement with Brys Estate Vineyard and Winery. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and government entities. The firm offers financial planning and investment consulting through a range of portfolio management styles and affiliated research, with a notable presence in municipal advisory services and support for small employer retirement plans.

Justin Liptak is a financial advisor with Edward Jones in Traverse City, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he served five years in the U.S. Army and has educational experience from the United States Military Academy at West Point. He also owns an LLC established for potential future property investments. Edward Jones is a full-service wealth management firm serving over four million clients with a broad range of advisory programs and investment strategies. The firm maintains a large network of financial advisors and branch offices, offering both discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

James Kingsley is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at The Huntington Investment Company and Bank of America. Outside of finance, he was involved with The Greener Cleaner Carpet Cleaning business for six years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Matthew Simon is a financial advisor with LPL Financial in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior experience includes roles at SPC, Sigma Financial Corporation, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad array of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

James Aukerman is a financial advisor with Cetera, holding the CFP®, PFS™, and Series 66 credentials and 19 years of industry experience. He previously worked at Avantax Advisory Services and related entities for over 15 years. Outside of advisory work, Aukerman owns a legal practice, provides tax preparation and planning services, and serves as a SCORE mentor assisting prospective business owners. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party and affiliated money managers through a multi-manager platform.

Joel Leipprandt is a financial advisor at Edward Jones in Traverse City, MI, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked in church ministry for seven years. He also coaches the junior varsity boys basketball team for Traverse City Area Public Schools. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as additional services including trust capabilities and securities-based lending.

Steven Yenshaw is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Barbara Shellman is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and previously worked at Raymond James in various capacities from 2013 to 2023. Outside of her advisory role, she chairs the marketing committee for SCORE Traverse City, a volunteer organization supporting local business owners, and serves on the arts and culture committee for Impact 100 Traverse City, a nonprofit collective giving group. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Damian Lockhart is a financial advisor with Morgan Stanley who holds Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2015. Outside of his advisory work, he serves on the endowment committee of the Grand Rapids Children’s Museum, a nonprofit organization. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and comprehensive asset management.