Jon Frank is a Series 66-licensed financial advisor with Equitable Advisors in Saginaw, MI, where he has worked since 2017. He has nine years of industry experience, including prior roles at AXA Advisors and Premier Financial Group. Outside of his advisory work, he coaches volleyball at Valley Lutheran High School and manages a seasonal landscaping business. Equitable Advisors serves a wide range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively with LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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 with OSAIC, holding Series 63, 65, and 66 credentials and over 35 years of industry experience. He previously worked at Spc and Sigma Financial Corporation before joining OSAIC in 2023. Outside of his advisory role, he serves on multiple committees and boards related to Catholic education and church finance in the Diocese of Saginaw, including chairing the board of All Saints Catholic Schools. OSAIC Wealth, Inc. serves a diverse client base that includes retail and institutional investors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and platforms and supports a broad range of investment strategies across discretionary and non-discretionary accounts.

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 with Stifel, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.

Ryan Iles is a Wealth Management Advisor and managing partner with the Iles Schropp Group at Merrill Lynch Wealth Management. He has over 20 years of experience working with individuals, families, business owners, and mission-driven institutions across the United States. His expertise includes divorce transition planning, education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, retirement planning, portfolio management, and tax minimization. Ryan obtained a Bachelor's Degree from Central Michigan University and holds several 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). He joined Merrill and the Iles Schropp Group in 2005 and is committed to continuing education and lifelong learning. Outside of work, Ryan resides in Saginaw Township, Michigan, with his wife and two children. He and his family are active in their community and church. Ryan's personal interests include endurance sports, boating, golf, painting, running, scuba diving, skiing, reading, traveling, and spending time with family. He participates in local professional organizations and is involved with various charitable efforts and community endeavors.

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.

Carrie Sharp is a financial advisor with Merrill in Saginaw, MI, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Merrill since 1999. 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 and profit-sharing plans, corporations, and charitable organizations.

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.