Matt Turnbull is a CFP®-designated financial advisor with eight years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing and Midpoint Construction. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Mark Dittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and OSAIC. Outside of his advisory work, he is involved with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Jeffrey Wallace is a financial advisor with Ameriprise in Marysville, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors of the Hiawatha Club Inc. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Nicholas Thomas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a board member for the Marysville School Board and owns 810 Properties, LLC, a real estate investment business focused on buying, renovating, and selling residential properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering 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 broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Jeremy Dodder is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, Dodder serves as an elder at Faith Lutheran Church and is a board member of Operation Transformation, a local nonprofit supporting community outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based planning across various areas such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Tyler Busdicker is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a hazardous materials technician for the St. Clair County Hazmat Team and as an emergency response diver for the St. Clair County Sheriff Dive Team. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Oldford III is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill, Eastern Michigan Bank, Michigan State University, and the City of St. Clair. 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 allocation methodologies developed by its Investment Strategy Group.

Richard Schweihofer is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and First Allied Advisory Services, Inc. He serves as a commission member on the Pine Shores Golf Committee in St. Clair, Michigan. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios and offers access to multiple advisory platforms and third-party money managers.

Mark Barnett is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Ohio National Financial Services, and OSAIC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Wilkinson is a Series 66 licensed financial advisor with 10 years of industry experience. He has been with Edward Jones since 2017 and previously worked at May/Wilkinson LLC from 2012 to 2017. He is based in Port Huron, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.

Ignacio Villalobos is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in education and community roles in Port Huron, MI. Villalobos serves on the boards of several local nonprofit organizations, including Blue Water Safe Horizons, Blue Water Center of Recovery, and the Community Foundation of St. Clair County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christopher Pennington is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Wells Fargo Advisors. Outside of his advisory work, he operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Metzner is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, and Wells Fargo Clearing. He serves as a board member for the International Symphony Orchestra in Sarnia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and in-house management, to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Potthoff is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. In addition to his advisory role, he serves as a Maintenance Officer in the Michigan Air National Guard and is a board member of the Kiwanis Club of Mount Clemens, where he is involved in financial oversight and planning charitable events focused on youth. 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, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Evan West is a financial advisor with Raymond James Financial in Marysville, MI, holding a Series 66 credential and bringing nine years of industry experience. He has been involved with Raymond James since 2017 and holds roles outside of his advisory work, including serving as Vice President of Beacon Wealth Group. West also sells life and long-term care insurance through Eschels Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers non-discretionary advisory services tailored to client goals and supports a large network of advisors with specialized municipal and public finance capabilities.

Mario Popaj is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.

Todd Bertsch is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at several firms, including CUNA Mutual Group, GLP Investment Services, and Voya Financial. Outside of his advisory role, he owns T BERTSCH ZENITH, LLC, a non-investment real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary and third-party strategies across a broad platform of services.

Steven Disser is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a voting member on the grant committee of the St Clair County Community Foundation and is a board member of the Lexington Arts Council, where he volunteers with community events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Nicholas Conard is a financial advisor with Edward Jones in Port Huron, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Liggett Communications LLC for four years before joining Edward Jones in 2020. Outside of advising, he maintains a rental property in Lexington, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Brian Duda is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and a Series 63 license, and has 33 years of industry experience. Prior to joining Cambridge in 2017, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. He serves as president of the Fort Gratiot Business Association and is chairman of planned giving at McLaren Port Huron. He also participates in estate planning and community organizations, including the Port Huron Estate Planning Council and Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. Its investment approach includes proprietary and third-party model strategies, discretionary and non-discretionary management, and various platform arrangements tailored to client objectives.