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.

Salvatore Finazzo is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase entities since 2015. He is also a partial owner of Matanaka LLC, an investment property business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

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.

Gregory Hoenle is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services Inc and Sii Investments. Hoenle is also Vice President and Co-Owner of Platinum Wealth Management Group, where he provides insurance and fixed annuity solutions, and serves as Vice President of Membership Services for the Advanced Planning Education Group. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple investment types.

William Hawkins is a financial advisor with J.P. Morgan Securities in Utica, Michigan. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he was associated with New Possibilities Financial Group and has a background that includes roles in mortgage lending and life insurance. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to offer customized recommendations through its Institutional Consulting Services program.

Ryan Lewandowski is a financial advisor with LPL Financial based in Clinton Township, MI. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Michigan Schools & Government Credit Union and Residential Revival LLC. Outside of his advising work, he is involved with Catching Fall, an LLC focused on book and game projects. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified and alternative investment strategies.

Roman Wasylyn is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He also serves as Vice President of Tax at The Cheesecake Factory, Inc., where he has worked since 2008, and is a board member of the Tax Executives Institute, advising on chapter activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various program structures.

Samieh Emiah is a financial advisor with Edward Jones in Sterling Heights, MI, holding Series 63 and Series 66 designations and 27 years of industry experience. Emiah has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Corey Suchocki is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2022, he worked at Putnam Investments for 17 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. 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, supported by a large national network of advisors and branch offices.

Erin Gunnell is a CFP® certified financial advisor with 22 years of industry experience, currently with OSAIC since 2024. She previously worked at Woodbury Financial Services INC and SII Investments Inc, and has served as a producer at Platinum Wealth Management Group since 2011, where she offers fixed insurance products. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Jonathan Munson is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Investment Management since 2011 and Thrivent Financial for Lutherans since 2014. Outside of his advisory role, Munson serves as the organist for Cross of Glory Lutheran Church and is a partner in a local brewery and coffee shop, Salty Mac Brewing Company LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning across multiple financial topics without managing assets directly. The firm emphasizes goal-based analyses and periodic plan reviews through a network of Financial Advisors.

Jeffrey Hoenle is a CFP® professional with 18 years of industry experience, currently serving at Osaic Wealth, Inc. since 2024. Prior to joining Osaic, he worked at Woodbury Financial Services Inc and Sii Investments, and he has also been affiliated with Platinum Wealth Management Group since 2007. Outside of his advisory role, Hoenle is involved in financial planning education as an instructor at Oakland University and holds leadership positions in several nonprofit and educational organizations related to estate planning and financial education. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs various asset-allocation tools and offers integrated brokerage, advisory services, and access to third-party money managers and wrap programs.