Charles Alley is a financial advisor with Edward Jones in Saint Clair, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he spent 31 years working for the East China School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering various investment strategies and affiliated financial products under a fiduciary standard.

Daniel Krauskopf is a CFP® professional with 17 years of industry experience, currently practicing at Raymond James Financial in Marysville, MI. He has served on the finance committee of Saint Christopher church since 2019, where he oversees budgets and expense monitoring. Krauskopf also sells fixed annuities and life insurance through Eschels Financial Group and operates Beacon Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals across a broad advisor network.

Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 credentials and bringing 31 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, Inc. Outside of his advisory work, he is associated with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 six years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he serves on the Board of Elders 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, focusing on holistic, goal-based analyses without discretionary trading authority. The firm’s approach separates planning and managed-account services while offering consolidated billing under its WealthPlan program.

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 13 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC in 2023. Schweihofer serves as a commission member for the Pine Shores Golf Committee in St. Clair, Michigan. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and integrated brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Mark Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America, Ohio National Financial Services, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house research and third-party resources.

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 with LPL Financial and holds Series 63 and Series 66 designations. He has 29 years of industry experience, having previously worked at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., Wells Fargo Clearing, and Wells Fargo Advisors LLC. Outside of his advisory role, he is also an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Scott Metzner is a financial advisor at Equitable Advisors with 26 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with Stifel Independent Advisors, LLC, and Stifel Nicolaus & Co Inc. Outside of advising, he serves as a board member for the International Symphony Orchestra in Sarnia, contributing to the organization’s events. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating mainly through LPL-sponsored programs and endorsed third-party managers.

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 a Series 66 designation and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, GLP Investment Services, and ASSET ALLOCATION STRATEGIES, LLC. Outside of his advisory role, he is involved with a real estate rental business through T Bertsch Zenith, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research and model portfolios.