Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 designations and with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and advisory services under a fiduciary standard. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Stiekes is a financial advisor with Primerica Advisors in Clinton Township, MI, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1983 and with Primerica Financial Services since 1991. Stiekes has also been involved with Pfs University since 2006. Outside of his advisory work, he is associated with Faith Baptist Church of Warren. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Mark Jankauskas is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he serves on the Board of Directors for the Pinewood Estates Home Owners Association. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Gerald Shiner is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with OSAIC since 2023 and has concurrently worked at SagePoint Financial since 2015. Shiner also serves as Director of Retirement Services at Michigan Planners, a corporation focusing on company benefits where he consults on employee benefit plans. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Matt Rizor is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked at General Motors for 24 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Robert Hein is a financial advisor with LPL Financial in Utica, MI, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, Hein is involved with RH3 Consulting Inc., a non-investment-related business entity, and he also provides tax preparation and accounting services through Qolity Tax Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a broad range of advisory programs and financial planning services supported by model portfolios, research, and various management options.

Daniel Heppler is a financial advisor with Edward Jones in Clinton Township, MI, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he serves as an advisory board member for The Salvation Army’s Mt. Clemens office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kent Chesney is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. In addition to his advisory role, he is an owner and partner of Elle Homes LLC, a residential home construction general contracting business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Eric Hermes is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Merrill since 2015 and concurrently associated with Bank of America, N.A. since 2016. 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.

Naomi Stiekes is a financial advisor at Primerica Advisors with over 43 years of industry experience. She has been with Primerica Advisors since 1982 and holds Series 63 and Series 65 designations. Outside of advisory services, she is involved in sales of investment-related products and participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its advisory services.

David Jozefiak is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory roles, he participates as a movie extra and serves as president of Next Degree Financial, LLC, an insurance agency. OSAIC serves a diverse client base including individual and institutional investors, offering a range of investment advisory and brokerage services supported by proprietary asset-allocation tools and access to third-party money managers.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Sean Clancy is a CFP® and holds a Series 66 designation, currently affiliated with Cambridge Investment Research Advisors. He has seven years of industry experience and has previously worked at LPL Financial and Amrock. Outside of his advisory roles, he is involved as a youth basketball coach in Warren, MI. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Christine Bombard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also involved in tax preparation and accounting services through Bultynck & Co., PLLC, a CPA firm she has been associated with since 1990. Additionally, she sells fixed insurance products including life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform that supports customized investment solutions across various program structures and custodial relationships.

Jacob Bultynck is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. His work history includes roles at Cetera Investment Advisors, Cetera ADVISORS LLC, and his own firm, Bultynck & Co., P.L.L.C. Outside of financial advising, he has been involved with entrepreneurial ventures such as TwentyMilligrams LLC and previously with Pure Roots and Icon Valet. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Sarah Mulrenin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and five years of industry experience. She previously worked at Merrill and is currently involved with S.R. Brown LLC, where she supports financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, utilizing tailored, non-discretionary advice supported by advanced analytical tools.

Daniel Howard is a financial advisor at Edward Jones in Shelby Township, MI, holding Series 63 and Series 66 designations with 20 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 large network of financial advisors and branch offices across the United States.

Zuberi Thomas is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 designation. He has worked at Bank of America, N.A. and Merrill since 2002. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Mackinder is a Series 66-credentialed financial advisor with 18 years of industry experience, currently affiliated with LPL Financial since 2015. In addition to his advisory role, he is involved with Capstone Tax Services, LLC, where he provides tax preparation and related services as an enrolled agent and tax preparer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.