Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. 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 strategies supported by a large network of advisors and branch offices nationwide.

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 Financial Services who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Ameriprise and its affiliates since 2007. Outside of his advisory role, he serves on the Board of Directors for the Pinewood Estates Home Owners Association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on written recommendations and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.

Matt Rizor is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial in 2024, he worked for General Motors from 1999 to 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset managers, and institutional platforms.

Robert Hein is a financial advisor with LPL Financial in Utica, MI, holding a Series 66 designation and having 10 years of industry experience. He has been with LPL Financial since 2016. Hein operates RH3 Consulting Inc., a business entity for tax and investment purposes, and is involved with Qolity Tax Services, which provides tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with J.P. Morgan Securities in Sterling Heights, MI, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase Bank since 2007. Outside of his advisory role, he is a partner and owner of Elle Homes LLC, a residential home construction general contracting business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research and includes an ESG eligibility framework for recommendations.

Eric Hermes is a financial advisor with Merrill in Clinton Township, MI, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Bank of America, N.A. since 2016 and has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, 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 with OSAIC in Sterling Heights, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of his advisory work, he serves on the Board of Directors for the Financial and Estate Planning Council of Metro Detroit and has experience as a movie extra and commercial actor. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a broad range of brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies through an extensive multi-advisor platform.

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® professional with seven years of industry experience, currently serving at Cambridge Investment Research Advisors. He previously worked at LPL Financial and Amrock, and he is also involved with Provision Financial. Outside of his advisory work, Sean coaches youth basketball. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals across multiple platforms and custodians.

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.

Steven Reauso is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at The Huntington Investment Company, Citizens Securities, Oppenheimer, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

James Winiarski is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2012 before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

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, holding a Series 66 designation and five years of industry experience. She has prior experience at Merrill and Victory Home Loans. In addition to her advisory role, she supports Shane Brown as an associate at S.R. Brown LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and maintains unique capabilities in municipal and public finance advisory services.

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.