Michael Staudacher is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns a building in Bay City, Michigan, from which he receives rental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options and advisory services. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Adam Shay is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Edge Credit Union and Edward Jones. He has also worked at the Dow Bay Area Family YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven and includes access to third-party asset managers, with additional services such as affiliated trust custody, insurance sales, and a collateralized lending program.

Zackary Lechner is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He previously worked at Merrill from 2015 to 2017 and has been with Wells Fargo Clearing since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Joshua Long is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates since 2018 and Signator Investors in 2017. Outside of his advisory role, he is a member of the Higgins Lake/Roscommon Chamber of Commerce and serves as a program director for VantagePointe Financial Group, a non-profit insurance brokerage. OSAIC serves a broad client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment programs and maintaining a complex affiliate network.

Trisha Gray is a Series 66–licensed financial advisor with Edward Jones in Saginaw, MI, where she has worked since 2019. She has seven years of industry experience, including five years with The Dow Chemical Company prior to joining Edward Jones. Outside of her advisory role, she serves as president of the Thomas Farms Home Owner Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Robert Morgenstern is a financial advisor with LPL Financial in Midland, MI, holding the Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Spc and Sigma Financial Corporation. He is also involved with Halcyon Financial Group, LLC, an investment-related firm based in Midland. 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 offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Weston Woodbridge is a financial advisor with Thrivent Investment Management in Saginaw, MI, holding a Series 66 designation and 13 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning covering various topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kyle Braun is a financial advisor with Morgan Stanley in Saginaw, Michigan, holding a Series 66 designation and having 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using structured discovery processes and firm-approved tools.

Russell Thomas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has worked at several financial institutions including JPMorgan Chase Bank, Huntington National Bank, and Bankers Life. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes unique regulatory registrations related to derivatives and commodities.

Douglas Adams is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Robert Baird & Co., JJB Hilliard W.L. Lyons LLC, and Raymond James & Associates. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary guidance through a centralized consulting team.

Ely Klida is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Investment Management and loanDepot. Outside of his advisory role, he is the owner of a rental property managed through a third party. Fidelity’s Strategic Advisers provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kathleen Rondy is a Series 66-licensed financial advisor with Edward Jones in Essexville, MI, and has two years of industry experience. Prior to joining Edward Jones in 2025, she worked at Hantz Financial Services and held various roles at Michigan Tech University, Delta College, and Hemlock High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Fred Carter is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. He previously worked for Commonwealth Financial Network for 23 years before joining LPL Financial in 2026. Outside of his advisory work, he is a co-owner of Carter Soap, a business based in Saginaw, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services delivered through a large network of investment adviser representatives.

Timothy Baldwin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He has been with Raymond James & Associates since 1999. Outside of his advisory role, Baldwin coaches for 10K To Flight, where he provides feedback and runs sound. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, drawing on a range of portfolio management styles and affiliated research.

Nicholas Cooper is a Wealth Management Advisor with the Mathewson Elliott Group and has been with Merrill Lynch Wealth Management since 2013. He provides comprehensive, goals-based financial advice to individuals, business owners, and institutions across the United States. His work focuses on helping clients define both short- and long-term financial objectives and delivering disciplined, personalized advice through various market cycles. Nick's expertise includes college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree in Personal Financial Planning and Finance from Central Michigan University, as well as the CERTIFIED FINANCIAL PLANNER® certification and the Chartered Alternative Investment Analyst® (CAIA®) designation. Outside of his professional role, Nick enjoys biking, boating, hiking, running, and skiing.

Jacob Smith is a Certified Financial Planner (CFP®) with 10 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016 and previously spent four years at Wells Fargo Clearing. He is based in Midland, Michigan. Stifel serves a wide range of clients, including individual investors, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and access to private funds, pooled vehicles, and municipal market activities.

Zachary Turner is a CFP® professional with 14 years of experience in financial advisory. He has worked with Raymond James Financial Services in various capacities since 2012. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a wide advisor network along with specialized municipal and public finance services.

Brian White is a Series 66 credentialed financial advisor with 17 years of industry experience. He has been with Robert Baird & Co. since 2019, and previously worked at Wells Fargo Clearing and Edward Jones. Outside of advising, he owns farmland in Clare, Michigan. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing both manager-traded and model-traded strategies, with an emphasis on ongoing manager selection and internal research.

Laura Shields is a financial advisor at Ameriprise in Saginaw, MI, holding a Series 66 designation. She joined Ameriprise in 2024 and has prior experience with GS3 Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jeffrey Parrish is a financial advisor with Edward Jones in Freeland, MI, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.