Philip Ferraro III is a financial advisor with Blackridge Asset Management, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Wealth Strategies Financial Group, Securian Financial Services, and Mass Mutual Life Insurance Company. Outside of his advisory role, Ferraro serves on the University of Michigan Athletics Career Advisory Board and is involved as a wrestling referee to support youth development. Blackridge Asset Management provides financial planning, investment management, and consulting services through a network of advisors, serving individual and institutional clients. The firm offers tailored portfolio management and employs a model-based investment approach, utilizing fundamental, technical, and charting analysis within a multi-team, multi-office structure.

Kevin Snow is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and with 22 years of industry experience. He has worked at Blackridge Asset Management since 2020 and previously spent two years with The Retirement Guys Formula and time at several other firms including PEAK Brokerage Services and LaSalle St Securities. Outside of his advisory role, he owns and operates Snow Wealth Management, LLC, a wealth management business based in Tennessee. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management, access to model portfolios and third-party managers, and estate-planning referrals, utilizing a multi-advisor network and an affiliated turnkey asset management platform for discretionary and non-discretionary account management.

Caleb Siegrist is a financial advisor at IAMS Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Firth Financial and PEPSICO. Outside of his advisory role, he serves in the Michigan National Guard and is involved in life insurance and annuity sales through Universal Retirement. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models and supports a broad range of investment instruments, including equities, fixed income, and cryptocurrency.

James Roumell is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked for Lincoln Investment for nine years and Legend Equities Corporation for nine years before that. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm utilizes a proprietary mutual-fund screening process and delivers investment management both on a discretionary and non-discretionary basis.

Amberlee Smith is a financial advisor with \u0026PARTNERS, holding Series 66 and Series 63 licenses and six years of industry experience. Her prior roles include positions at Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of her advisory work, she is involved as a licensed real estate agent with ERA Reardon Realty. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting services, utilizing a range of proprietary and third-party strategies with ongoing account monitoring.

Frank Lusebrink is a financial advisor with \u0026Partners and holds the Series 66 designation. He has 12 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he participates as a member of an investment club called Ocean Front Capital Group. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing a combination of proprietary and third-party strategies with ongoing account monitoring.

John Stewart is a financial advisor at &Partners with 21 years of industry experience. He holds a Series 66 credential and has worked previously at Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing. Stewart is also a manager of JBK JACKSON LLC, an entity related to operational expense management for Meridian Wealth Management &Partners. &Partners serves a diverse client base including high-net-worth individuals, institutions, and private businesses. The firm offers investment management and financial planning services using a mix of fundamental, technical, and quantitative analysis, with options for discretionary and non-discretionary account management.

Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience and holds a Series 66 designation. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as secretary for Camp Debby, Inc., a recreational hunting and camping land entity, and is the pilot for a private use personal aircraft owned by 2 1 Romeo, Inc. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement plan consulting through both discretionary and non-discretionary approaches using a mix of fundamental, technical, and quantitative analysis and employs proprietary and third-party strategies.

Bradley Clark is a financial advisor at &Partners with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a director of the Country Club of Jackson, where he participates in governance and strategic planning. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning using a combination of fundamental, technical, and quantitative analysis, providing both discretionary and non-discretionary portfolio management.

Samuel Grusin is a financial advisor at Fifth Third Securities, Inc. based in Jackson, MI. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, he has been affiliated with Fifth Third Bank since 2017. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of programs on the Passageway Managed Account platform, allowing clients to select from mutual fund, ETF, SMA, tax-overlay, and direct-indexing strategies.

Abigail Funk is a financial advisor at Carson Wealth with a Series 65 designation and three years of industry experience. Her prior work includes roles at Avery Wealth, Inc. and Spring Arbor University. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Lee Miles is a ChFC® financial advisor with Private Advisor Group, LLC, based in Jackson, MI, with seven years of experience at the firm and over 20 years in the financial services industry. He also operates under the business name LDM Advisors and holds an insurance license, though his insurance activities are separate from his advisory role. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering both discretionary and non-discretionary portfolio management alongside a range of financial planning and retirement consulting services. The firm employs a fiduciary-based advisory model and utilizes proprietary technology platforms and third-party managers to implement diverse investment strategies.

Micah Fannin is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group, he worked at Ferris Financial and was affiliated with Cedarville University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver tailored investment solutions.

Brent Oliver is a CFP® professional with 13 years of industry experience, currently affiliated with Carson Wealth. His prior experience includes over a decade at Avery Wealth, Inc., followed by a transition to CWM, LLC. Additionally, Oliver serves as President of IBICES Wealth, LLC, where he provides independent contractor advisory services. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion under management. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that designs and monitors model portfolios using both fundamental and technical analysis.

James Grace is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Grace is a member of the Investment Club — Ocean Front Capital Group, an informal investment club with no compensation. &Partners serves a diverse client base, including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts, utilizing both proprietary and third-party managers.

Andrew Fries is a financial advisor at Fifth Third Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Ameriprise and Comerica Securities. Fries maintains an advisory business under Comerica Financial Advisors. Fifth Third Securities, Inc. serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, through both investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway Managed Account platform, combining third-party portfolio managers and advisor-directed strategies.

Daniel Reese is a financial advisor with Carson Wealth and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Avery Wealth, Inc. and USA Financial Securities LLC. Reese is based in Jackson, Michigan. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management for annuities, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Scott Anderson is a CFP® professional with 23 years of industry experience. He is currently with Fifth Third Securities, Inc., joining the firm in 2026 after previous roles at Ameriprise, Comerica Securities, Inc., and Morgan Stanley. Outside of his advisory work, Anderson is involved in independent insurance brokering and participates in managing a corporate cash management platform. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio management options through its Passageway platform, supported by a range of third-party managers and advisory strategies.

Max Rappleye is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2018. His prior experience includes roles at Hillsdale County National Bank, JOD Real Estate Group, and Re/Max by The Lake. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and a centralized operational structure.

Cole Phillips is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021, following prior roles including a position at Greystone Building Company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branches.