Jon Frank is a financial advisor at Equitable Advisors in Saginaw, MI, holding a Series 66 designation with nine years of industry experience. He has worked at Equitable Advisors and its predecessor AXA Advisors since 2017 and previously at Premier Financial Group. Outside of his advisory role, he operates a seasonal landscaping business and coaches volleyball at Valley Lutheran High School. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of in-house and third-party investment models, with advisory services delivered through a network of Investment Adviser Representatives.

Julia Jodoin is a CFP® professional with 12 years of experience at Edward Jones in Saginaw, MI, where she has worked since 2014. She holds a Series 66 license and serves as a voting board member of Rotary International in Saginaw. Edward Jones is a full-service wealth management firm serving over four million clients with a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and offices.

Patrick Van Sumeren is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Spc and Sigma Financial Corporation. Outside of his advisory role, Van Sumeren is actively involved in local Catholic education and community organizations, serving on finance councils and boards for various Catholic schools and church committees in the Diocese of Saginaw. Osaic Wealth serves a broad mix of retail and institutional clients, offering a multi-advisor platform with brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Tyler Quinn is a financial advisor with Ameriprise in Freeland, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at The Huntington Investment Company, The Huntington National Bank, Sigma Financial Corporation, and The Prudential Insurance Company of America. Outside of finance, he serves as the Theatre Tech Director for Freeland Schools, where he teaches students to work with microphones and lighting for musical productions. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

Kyle Grigg is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent Financial and FinancialEdge CU. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Ryan Anderson is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2020, previously working at Wells Fargo Clearing from 2016 to 2020. He is based in Midland, MI. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Ryan Iles is a Wealth Management Advisor and managing partner with the Iles Schropp Group at Merrill Lynch Wealth Management. He has been with Merrill and the Iles Schropp Group since 2005, serving individuals, families, business owners, as well as large foundations, endowments, nonprofit institutions, and corporate retirement plans across the United States. Ryan focuses on areas such as divorce transition planning, education planning, family wealth management strategies, legacy planning, portfolio management, tax minimization, and retirement income. He holds professional designations including Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Ryan earned his bachelor's degree from Central Michigan University. He is involved in several professional organizations like River End Preserve, Saginaw Leadership Cares, and The Saginaw Club. Living in Saginaw Township, Michigan, Ryan and his wife Chelsea have two children, Brayden and Brooklyn, and two dogs. The family participates actively in their community and church, supporting groups such as Child & Family Services of Saginaw, Hopevale Church, Junior Achievement of North Central Michigan, Saginaw YMCA, and Versiti Blood Center of Michigan. In his free time, Ryan enjoys activities including endurance sports, boating, golf, painting, reading, running, scuba diving, skiing, and traveling.

Victor Aviles is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has provided financial advisory services since 1989, focusing on supporting families, retirees, business owners, and professionals primarily in Mid-Michigan, Metro-Detroit, and nationwide. Victor specializes in areas such as college education planning, defined benefit and contribution plan consulting, legacy planning, managing new wealth, small business strategies, tax minimization, retirement income, and investment strategy for individuals and corporations. Victor holds a Bachelor of Business Administration with a major in Economics and a Master of Business Administration, both from Saginaw Valley State University. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is a member of the Investments & Wealth Institute™, the Saginaw Sunrise Rotary Club, and has served in leadership roles within the community and professional organizations. Victor has also contributed to financial education by teaching finance at Saginaw Valley State University for the CFP™ certification program. Outside of his professional activities, Victor enjoys skiing, soccer, and spending time with his family. He is enthusiastic about lifelong learning and values connections through shared experiences.

Katherine Wohlfeil is a financial advisor at Edward Jones in Bay City, MI, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2008, including its investments division. Wohlfeil serves as the school board president for Trinity Monitor Lutheran School. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.