Keith Mc Gregor is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he is involved with Golden Glow Ballroom, an event services company specializing in weddings and celebration of life parties. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions and tailored recommendations based on Wells Fargo research and tools.

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.

Alecia Agnew is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at several firms, including Gregory Bruff, Martin Maier, MMB Associates, Gerald Morse, and Waddell & Reed. Agnew is also a licensed notary in Chesaning, Michigan. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Paige Bishop is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, Paige worked at The State Bank and Lake Huron Credit Union, among other roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad planning menu and proprietary research tools to develop tailored recommendations.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Colin Mccallum is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Corebridge Financial, R&L Global, and Coyote Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large national network of financial advisors and branch offices.

Kaiden Heinrich is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked in education and retail, including positions at Northwood University, Delta Community College, Vassar High School, and Zehnders of Frankenmuth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Karin Hawkins is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fifth Third Securities and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios for intermediary platforms.

David Hood is a financial advisor with STIFEL in Owosso, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client asset allocation and planning decisions.

Cara Keay is a Series 66-licensed financial advisor with Edward Jones in Owosso, MI, and has 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Sjoberg is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has been affiliated with Primerica Financial Services since 1997 and operates an additional business outside of investment services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio recommendations and discretionary management.

David Minarik is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. He is based in Owosso, MI. Outside of his advisory role, he is involved with Minarik Properties LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 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.

Audrey Salander is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rory Keay is a Series 66 licensed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Amardeep Grewal is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers, and he has also been involved with MMB Associates LLC since 2014. In addition to his advisory work, Maier is engaged in educational activities with Chesaning Union Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology-driven portfolio management solutions.

David Hood is a financial advisor with Stifel in Owosso, Michigan, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo Clearing and Serra Traverse City, and served at Northwood University. Outside of his advisory role, Hood is actively involved in his community as a volunteer firefighter and holds multiple nonprofit board positions, including vice president of the Shiawassee Goodfellows. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, while clients retain discretion over implementation.

Benjamin Burgoyne is a financial advisor at Stifel in Owosso, MI, holding a Series 66 designation with one year of industry experience. Outside of his advisory role, he works as a Public Safety Officer at Sandy Pines Recreational Community, a seasonal campground serving families and retirees. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Jillian Dedic is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Wells Fargo in various capacities since 2012. Outside of her role at Wells Fargo, she has a 15% ownership interest in Parson Management LLC, operating under Parson/Dedic Wealth Management Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Paul Parson is a financial advisor with Wells Fargo Advisors in Owosso, Michigan, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Parson also holds ownership roles in several investment-related businesses, including Parson Management, LLC, and Parson Dedic Wealth Management Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.