Michael Modlin is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including roles at Fifth Third Securities since 2017 and Fifth Third Bank since 2009. Fifth Third Securities serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers diversified investment programs on the Passageway platform, including mutual fund and ETF models, SMA strategies, and direct indexing, supported by an extensive network of advisors and affiliated entities.

Dennis Poulos is a financial advisor with Eagle Strategies (NY Life) based in Flint, MI, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including 25 years at Eagle Strategies and long-standing roles with Nylife Securities Inc. and New York Life Insurance. He serves as an officer with the Bristol-Miller Office Park Association, a non-investment-related community role. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals, institutions, and plan sponsors. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Mark Parson is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. He is also a 24% owner of Parson Management LLC, which operates a FINET practice. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services that include a broad range of planning areas. The firm combines advisory services with other financial products and referral channels to support client needs.

Paul Schluckebier is a CFP® professional with 42 years of industry experience, currently advising at Stifel. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Schluckebier serves on several local boards, including the Memorial Healthcare Development Board where he acts as Secretary, and is a member of the investment committee for the Jewell Education Fund. Stifel serves a broad client base including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methods developed by its Investment Strategy Group.

Ted Himelhoch is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Tnelson Marketing and Promotions and participates in a study group that develops questions for Michigan insurance exams. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Forsyth is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial and MMB Advisors since 2019 and also serves as a track and field coach and assistant coach at local schools in Chesaning, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, and supports advisors with operational and research tools.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2020 before joining Stifel Nicolaus & Co. Inc. in 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Abdalhakim Khirfan is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. His prior experience includes roles at Questar Capital Corporation and Securities America. Outside of advising, he is involved in tax preparation and accounting through Khirfan Benefits, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using customized strategies and third-party subadvisors.

Andrew Reger is a Series 66 credentialed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2018. He has eight years of industry experience and previously spent 22 years at Chesaning Union Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Jared Whittey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., FIFTH THIRD SECURITIES, Inc., and Banc One Securities Corporation. He is also an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment approaches through its extensive network of advisors and incorporates various operational and research tools in its platform.

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Brian Birchmeier is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors and Primerica. In addition to his advisory work, Birchmeier is an author and is involved with several business entities for tax and investment purposes. 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, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

Sailey Sey is a financial advisor with Ameriprise in Swartz Creek, MI, holding the Series 63 and Series 66 designations and bringing 14 years of industry experience. Sey’s prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and JP Morgan Chase. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools to develop tailored recommendations within a selective investment universe.

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and over 35 years of industry experience. He has been with Cambridge since 2016 and also operates a personal business, KHW & Associates, for tax purposes. Additionally, he holds a leadership role as president of the Stonebridge Office Park Condo Association. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, Russ serves as a notary public and acts as the personal representative for her domestic partner's estate. 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 a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external data providers.

Jonathon Hollabaugh is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Ameriprise Financial Services, having joined in 2026, and previously worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Lewis II is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Airgas USA, LLC for twelve years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Douglas Moeggenborg is a financial advisor with Edward Jones in Chesaning, MI, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and manages a commercial rental property in Chesaning. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Jacob Lee is a financial advisor with LPL Financial in Flint, Michigan, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Grand Valley State University, Total Benefit Systems Inc., Blue Cross Blue Shield of Michigan, Engineered Products Company, and the University of Michigan. Outside of his advisory role, he has continued his involvement with Total Benefit Systems, which operates in non-variable insurance. 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 broad range of financial planning and investment management services through a network of over 22,800 advisors.