Matthew List is a financial advisor with Equitable Advisors in Saginaw, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he owns LIST FINANCIAL LLC, a business through which he has occasionally employed an assistant. 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, utilizing both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Ashley Pockrandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at The Huntington Investment Company and The Huntington National Bank from 1994 to 2020. Outside of her advisory work, Pockrandt serves as vice president on the board of Women in Leadership - Great Lakes Bay Region and volunteers as a tax preparer for low to moderate income individuals through the VITA program. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and advanced technologies.

Mitchell Arner is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has worked with Cambridge since 2019, following roles at Voya Financial Advisors and The Wirt-Rivette Group. Arner also operates as an independent insurance agent in Saginaw, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple custody platforms and both proprietary and third-party investment strategies.

Robert Kinnun is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior work includes 17 years at Madison Avenue Securities, Inc., and he has managed Kinnun & Company since 2002. Outside of his financial advisory work, he is a co-gallerist and curator for Center City Gallery in Midland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services with discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party providers.

Chase Kelly is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously held positions with JPMorgan Chase and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

David Bry is a financial advisor with Stifel, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brandon Schneider is a financial advisor at Osaic with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Macmillan Associates, KUKA Assembly and Test, Nexteer Automotive, and Saginaw Valley State University. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple investment platforms to construct and manage diversified portfolios.

Dana Gibbs is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked for Benjamin F. Edwards & Co. for 11 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that produces written recommendation reports and ongoing advice based on investment research and algorithmic tools.

Paul Gaiser is a financial advisor with Thrivent Investment Management in Bay City, MI, holding a Series 66 license and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Berthiaume & Co. from 2013 to 2017. He serves on the boards of several local nonprofit organizations, including United Way of Bay County, Foster Family Navigation & Resource Center, and Outdoor Driven, where he contributes to community fundraising, financial oversight, and support initiatives for veterans and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering written financial recommendations across various planning areas without discretionary portfolio management. The firm emphasizes goal-based planning and offers clients the ability to combine planning with managed account programs through a consolidated billing option called WealthPlan.

Angela Street is a financial advisor with Primerica Advisors in Bay City, MI, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors since 2016 and affiliated with Primerica Financial Services since 2015. In addition to advisory services, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates with a large network of advisors and uses model-delivery strategies created by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Daniel Strong is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at firms including LPL Financial and Dow Chemical Employees' Credit Union. Daniel is based in Midland, MI. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Teresa Debeau is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has worked at Baird since 2019, with prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she serves as the Village President of Merrill, Michigan. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of strategies including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Brandon Fiting is a financial advisor with Raymond James Financial in Saginaw, MI, holding a Series 66 credential and three years of industry experience. His career includes roles at JP Morgan Chase and Quicken Loans prior to his current positions. He is also associated with AHP Financial Services Inc., where he works as a financial advisor. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to illustrate potential outcomes, supporting clients through its advisory programs as well as maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Troy Moulton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes seven years at Lincoln Financial Securities Corporation and four years at Cetera Advisors LLC. He is also involved in a side business as co-owner of a real estate rental with his spouse. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services through a national network of representatives.

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 at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Valic Financial Advisors, Cetera Investment Services, and The Huntington Investment Company. She is involved with Isabella Investment Services and Isabella Wealth, where she advises clients on investments. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm employs tailored, non-discretionary planning and advanced analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized SIMPLE IRA advisory program.

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.

Melissa Carlson is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2000. 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. The firm offers model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tammi Bakos is a financial advisor at Merrill with 29 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999 and holds a Series 63 designation. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.