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.

John Kish Jr. is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield of Michigan and co-owns a commercial business, Center St Property, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides tailored, research-driven recommendations combining income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

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.

Jeffrey Spencer is a financial advisor with Equitable Advisors in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at Wedbush Securities Inc. for nine years. He is also the founder and president of Perennial Capital, LLC in Traverse City. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

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.

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 credentials and 25 years of industry experience. He has been with Cambridge since 2014 and has prior experience with J.P. Morgan Securities dating back to 2012. Outside of his advisory work, Schade operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of implementation options through multiple custody platforms, proprietary and third-party model strategies, and accommodates both discretionary and non-discretionary management tailored to client goals.

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.

Matthew Simon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Spc and Sigma Financial Corporation for 11 years each before joining LPL Financial in 2023. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and various investment strategies.