John Beery is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Baird since 2019 and previously worked nine years at J.J.B. Hilliard, W.L. Lyons, LLC. Baird’s DDK Group, where Beery is part of the team, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, alongside internal research and AI tools, with reported assets under management of approximately $394 billion as of December 31, 2025.

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 in Midland, MI, holding a Series 66 designation and 10 years of industry experience. He previously worked at Merrill from 2015 to 2017 before joining Wells Fargo Clearing, where he has been since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. The firm’s advisory process is IPS‑driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joshua Long is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of his advisory role, Long is a member of the Higgins Lake/Roscommon Chamber of Commerce and serves as Program Director for the nonprofit Vantagepointe Financial Group. OSAIC serves a wide range of retail and institutional clients through a network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

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 a Series 66 designation and has worked at JPMorgan Chase Bank, Huntington National Bank, and the Catholic Diocese of Saginaw. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Kayla Edwards is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2022, she worked for the State of Michigan from 2011 to 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 CFP® with 10 years of industry experience, currently serving as a financial advisor at Stifel since 2020. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC from 2016 to 2020. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

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 financial advisor at Robert Baird & Co. with 16 years of industry experience. He holds a Series 66 designation and has worked at Baird since 2019, following roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he owns farmland in Clare, Michigan. Brian is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement traditional and non-traditional investment strategies.

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.