Steven Beller is a Certified Financial Planner (CFP®) with 30 years of industry experience. He is affiliated with Transamerica Retirement Advisors, LLC and has worked with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm utilizes proprietary software and model portfolios developed by Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

Alexandria Kirchner is a financial advisor at Citizens Securities, Inc. in Macomb, MI, with 13 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at Fifth Third Securities and Fifth Third Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers both advisory programs and brokerage and insurance services, featuring a digital advisory platform that recommends ETF-based portfolios using proprietary algorithms and a client risk-tolerance questionnaire.

Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Nicole Fobare is a financial advisor with PNC Wealth Management and holds Series 63 and Series 66 licenses. She has 19 years of industry experience, including roles at TD Ameritrade, Scottrade, and Citizens Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio strategists offering that uses algorithmic risk assessment and approved model strategies implemented via mutual funds and ETFs.

Ryan Charron is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, using strategic and tactical asset allocation alongside manager selection and portfolio reviews.

Daniel Negin is a financial advisor at Equity Services, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Farm Bureau Insurance of Michigan for 14 years. Outside of his advisory role, Negin serves as CEO and managing partner of Riverfront Insurance and Financial Group, where he leads recruiting, development, training, and field work. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments.

James Charron is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment management.

Christopher Knowlton is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer & Co. Inc. since 1999 and holds Series 63 and Series 65 credentials. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

James Mclaughlin is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, through investment advisory and brokerage services. The firm offers a range of portfolio management programs via the Passageway Managed Account platform, combining multiple investment strategies and third-party managers to meet clients' risk profiles and financial goals.

Aaron Goodwin is a financial advisor with Empower Advisory Group in Saint Clair, MI, holding a Series 66 designation. He has been with Empower Advisory Group since 2026 and has prior experience with Freestar Financial Credit Union, Paychex, ADP, and Rocket Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

David Thomas is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Lori Stephenson is a Series 66-licensed financial advisor with Stifel in Saint Clair, MI, and has 17 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. In addition to her advisory role, she is a commissioned notary. Stifel serves a diverse client base that includes individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and model allocations intended to assist client decision-making.

Haley Tiseo is a financial advisor at Edward Jones in New Haven, MI, holding a Series 66 designation. She has one year of experience at Edward Jones, following prior roles at Pinnacle Inc./Alpha Medical and positions in fitness and wellness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Cory Shivers is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has previously worked at Cambridge Investment Research and Sigma Planning Corporation among other firms. Outside of his advisory role, Shivers is involved as a realtor with Epique Realty and serves as president of CTS Financial Inc., providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Matthew Gregor is a Series 66-licensed financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2013. He previously worked at AxA Advisors from 2013 to 2020. Outside of his advisory role, Gregor is a member of Aspen LLC. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Insurance Specialists Agency LLC. He also manages Weingartz Financial Services, Inc., a business entity he has operated since 2001. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, Michigan, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.