Jeremy Pugh is a financial advisor at Fifth Third Securities, Inc. in Canton, MI, holding Series 63 and Series 65 licenses with one year of industry experience. His prior work includes roles at Amrock, Antonio's, and Olive Garden. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, supported by features such as direct indexing and an optional tax-overlay service.

Seth Longton is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds a Series 66 designation and has been with PNC Investments since 2009. Outside of his advisory role, he manages a non-investment-related rental property. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation to employees, employing algorithm-driven portfolio strategies with mutual funds and ETFs.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Ryan Sherwin is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2011, also working with Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Ronald Brant is a financial advisor at LPL Financial with 43 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial in 2024, he worked for Lincoln Financial Securities Corporation and Lincoln Financial Group from 1985 through 2024. Outside of advisory services, he owns and operates an insurance agency focused on life and annuity products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary and third-party research.

Adam Caballero is a financial professional with 11 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has previously worked at Edward Jones and Ameriprise. Outside of his advisory role, he serves as a wrestling coach for Milan Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and customized strategies.

Dana Trowbridge Mette is a CFP®-designated financial advisor with nine years of industry experience, currently associated with LPL Financial. Prior to joining LPL, she worked at Merrill Lynch, Sigma Financial Corporation, and SPC. She is involved in additional business activities through Trowbridge & Associates Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

Frank Zanger is a financial advisor with Edward Jones in Monroe, MI, holding CFP® and Series 66 designations and has six years of industry experience. He previously worked at First Merchants Bank (formerly Monroe Bank and Trust) for eight years before joining Edward Jones in 2019. Edward Jones is a full-service 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Jody Myers is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at Monroe Bank & Trust and LPL Financial. Outside of advising, she is a 50% owner and manager of JS3 FARMS, LLC, which holds vacant land for future farm use. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Monica Wagner is a CFP® professional with 16 years of experience in the financial industry. She has been with Edward Jones since 2010. Outside of her advisory role, she holds land in Temperance, Michigan, intended for building a primary residence within the next few years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Robert Zimmerman is a financial advisor at OSAIC with 24 years of industry experience. He holds a Series 66 designation and has worked at Sigma Financial Corporation and Mathewson Tax Service, where he continues to operate a tax preparation business. Zimmerman is also involved in his community, serving as treasurer for his local homeowners association and president of the Ida School Athletic Booster club. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset allocation tools and third-party platforms to manage portfolios across a broad range of investment vehicles.

Jason Parker is a financial advisor at OSAIC Wealth, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked previously at Parkland Securities and Sigma Financial Corporation. Outside of his advisory role, he is also employed as a tax preparer at Mathewsons Tax Service. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors through a network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk tolerance assessments, and automated rebalancing to manage portfolios that may include a range of investment products.

Fred Swank Jr. is a financial advisor at Edward Jones in Monroe, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and has also been affiliated with Spring Arbor University since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ronald Rippon is a financial advisor with Primerica Advisors in Flat Rock, MI, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services, Visteon, and Valeo. In addition to advisory services, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services using model-based strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

Tiffany Long is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. She has one year of industry experience and previously worked at Primerica Financial Services and PFS Investments Inc. Outside of advising, she has involvement in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies managed by third-party asset managers.

Mark Johnson is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he spent 12 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a notary and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research, model portfolios, and various investment strategies.

Mark Kerr Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Commonwealth Financial Network. Outside of advising, he serves as CEO of Village Wealth Management, an independent firm focused on investment services and retirement planning, as well as leading a marketing company supporting that business. 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, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Emily Eggly is a financial advisor with Ameriprise in Monroe, MI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Joshua Seegert is a financial advisor with OSAIC in Monroe, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Woodbury Financial Services Inc and has operated his own CPA firm, Joshua L Seegert & Company PLLC, since 2015, providing tax and bookkeeping services. He is also involved in life insurance sales, offering life insurance and annuity products. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage diverse portfolios.