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.

Dominick Kassa is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at firms including The Huntington Investment Company and Edward Jones. Cambridge Investment Research Advisors is an 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 plan advisory through a network of independent Financial Professionals, employing a range of discretionary and non-discretionary strategies tailored to client objectives.

Lawrence Avery is a financial advisor with LPL Financial in Traverse City, MI, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2009. Outside of advising, he performs as a guitarist in a swing band and serves on the board of trustees for a local nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research and technologies.

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.

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.

David Schweitzer is a financial advisor with Raymond James Financial in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been associated with Raymond James Financial Services, Inc. since 1999 and founded Schweitzer Capital Group, LLC in 2011. He currently serves on the board of Wolverine Power Cooperative, an electric power generation nonprofit. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Philip Bocketti Jr. is a financial advisor at UBS Financial Services with 33 years of industry experience. He has been with UBS Financial Services Inc. since 1991. Bocketti serves on the Board of Directors for Make-A-Wish Michigan, a nonprofit organization that grants wishes to children with critical illnesses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients using a combination of financial planning, portfolio management, and research-driven asset allocation. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Mark Zivkovich is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with J.P. Morgan since 2018 and previously spent 18 years at Scottrade, Inc. He is based in Traverse City, Michigan. J.P. Morgan Securities 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.

Paul Bonaccini is a financial advisor with Ameriprise in Traverse City, MI, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include six years at Wedbush Securities Inc and 20 years at Raymond James & Associates. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice, utilizing investment research and algorithmic tools to support asset allocation and withdrawal strategies.

Kurt Rivard is a CFA® charterholder with 41 years of industry experience, currently serving as an advisor at Robert Baird & Co. since 1993. He is also a certified ski instructor and member of the Professional Ski Instructors of America, working part-time at Crystal Mountain Resort. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, and charitable organizations. The group offers tailored investment strategies through a combination of in-house and third-party managers, providing services from financial planning to discretionary portfolio management.

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.

Robert Revett is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Revett serves on the board of directors for the Miller Creek Commerce Association and is involved in several local business ventures related to real estate and property management. Ameriprise is a large institutional firm that offers a specialized retirement-income planning service for individuals with significant investable assets, combining research-driven modeling and tax-smart strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Rick Berta is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CUSO Financial Services, LP for 13 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from both internal and third-party sources.

Victoria Taylor is a Series 66–licensed financial advisor with Raymond James & Associates, where she has worked since 2021. She has 11 years of industry experience, including prior roles at Cetera, TCF National Bank, and an earlier tenure at Raymond James & Associates. Raymond James & Associates is a 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 municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Eric Gandy is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, CUSO Financial Services, and IB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supports advisory programs, and maintains specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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.