Daniel Strong is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial and Dow Chemical Employees' Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large national network of independent advisors and provides access to multiple program structures and third-party money managers.

Teresa Debeau is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has been with Baird since 2019, following three years at Wells Fargo Clearing. Outside of her advisory role, she serves as the Village President of Merrill, Michigan. The DDK Group at Robert W. Baird & Co. Private Wealth Management serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing a blend of manager-traded and model-traded strategies, and reports approximately $394 billion in regulatory assets under management as of December 31, 2025.

Brandon Fiting is a financial advisor at Raymond James Financial Services Advisors, Inc. in Saginaw, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at JP Morgan Chase and Quicken Loans. He is also affiliated with AHP Financial Services Inc., where he serves as a fully licensed financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Troy Moulton is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Lincoln Financial Securities Corporation and Cetera Advisors LLC. Moulton is also co-owner of a real estate rental business with his spouse. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services that include financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Zachary Schmid is a financial advisor with Edward Jones in Midland, MI, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns Jovan Z Holdings, LLC, established in 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alison Longlois is a Series 66 licensed financial advisor with Morgan Stanley in Saginaw, Michigan, where she has worked since 2014. She has 15 years of industry experience and is the owner of Longlois Agency LLC, which operates in the insurance sector. Additionally, she serves as trustee or co-trustee for multiple trusts in Flint, Michigan, and is involved in marketing activities for a health and wellness company outside of her advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers both direct and employer-sponsored plans.

Beth De Leeuw is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Isabella Bank, The Huntington Investment Company, Cetera Investment Services, and Valic Financial Advisors. She is also an associate at Isabella Investment Services and Isabella Wealth, where she advises clients on investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice.

Justin Moeykens is a financial advisor at Stifel with Series 63 and Series 65 licenses and recently began his advisory career in 2026. Prior to joining Stifel, he worked at First Command Brokerage Services Inc. and served 21 years in the United States Marine Corps within the Department of Defense. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that supports asset allocation and planning analyses.

Bradley Bach is a financial advisor with LPL Financial in Bay City, MI, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network and Cetera and is currently a co-owner of Shoreline Wealth Partners, a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Taylor Smith is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has worked at several firms, including Burkhardt Presidio, Bone and Bailey, and Spectrum. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written Recommendation Reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Kenneth Grzegorczyk is a financial advisor at Osaic Wealth Inc with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Sigma Planning Corporation for 15 years. Outside of his advisory role, he owns and operates J&K Tax Service, where he prepares tax returns and sells various lines of insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

Chelsea Kroll is a financial advisor at Ameriprise with CFP®, ChFC®, and Series 66 designations and 16 years of industry experience. She previously worked for Hantz Financial Services for 14 years before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service providing written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Taylor Simpson is a financial advisor with Edward Jones in Freeland, MI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, Simpson worked at J.P. Morgan Institutional Investments and has operated a self-employed photography business providing services to magazines, hotels, nonprofits, and interior designers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

James Besaw is a financial advisor with Edward Jones in Saginaw, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Fabiano Brothers and Herter Music Center. Outside of finance, he is a self-employed private music teacher and performer, and also writes marching band drills for high school bands. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Megan Granda is a financial advisor with Ameriprise in Chesaning, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathan Dekker is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Cuna Mutual Group, CUNA Brokerage Services, Cetera, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools across a large network of advisors.

Gregory Jones is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 credential and five years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in several activities including operating a golf ball retrieval business, coaching private soccer lessons, and serving as a sports official. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Mark Mathewson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1987. He specializes in managing individual wealth through various market cycles, focusing on tailored strategies that align with each client's specific financial goals. Mark’s approach emphasizes understanding clients’ needs to deliver comprehensive wealth management solutions. He holds a Bachelor of Business Administration degree in Management from Saginaw Valley State University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2004, awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Mark is designated as a Personal Investment Advisor (PIA). Beyond his professional role, he participates in community volunteer activities, reflecting his commitment to the local areas he serves.

Drewe Robinson is a financial advisor at LPL Financial with 36 years of industry experience, holding Series 63 and Series 65 designations. His prior work history includes positions at Merrill and Mutual Service Corporation. Outside of his advisory role, Robinson is involved in direct sales of Mary Kay cosmetics and serves as a public notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including advisory and brokerage services, with a focus on both discretionary and non-discretionary strategies supported by proprietary research and technology.

Bryan Graczyk is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with OSAIC Wealth Inc and also owns The Graczyk-Dijak Financial Group. His prior experience includes roles at Harbour Investments, Inc and NEXT Financial Group, Inc. Graczyk also operates as an independent insurance agent. OSAIC Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services that include comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.