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 LLC, holding a Series 66 designation and 27 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018 and previously spent 18 years at Scottrade, Inc. There are no additional notable outside activities reported. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are offered on a non-discretionary basis 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.

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.

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 with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior work includes roles at CUSO Financial Services, PNC Wealth Management, Natcity Investments, The Huntington Investment Company, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing both proprietary and third-party strategies, and supports its advisory network with advanced operational and research tools.

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.