Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, MI. 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Steele III is a financial advisor with Raymond James Financial in Adrian, Michigan, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Raymond James since 2010 and has additional experience as president and owner of HB Steele, Incorporated. Steele is also a board member of the Kiwanis nonprofit organization and serves on the board of the Lenawee Development Finance Authority. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory and implementation-support roles rather than discretionary management.

Aaron Ricketts is a financial advisor with LPL Financial in Adrian, Michigan, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America for eight years. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by proprietary research, third-party subadvisors, and advanced portfolio management technologies.

Mitchell Dempsey is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at multiple financial services and accounting firms, including Willis & Machnik Financial Services and Dempsey & Dempsey, P.C. CPAs, where he also serves as a staff accountant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform. The firm supports various investment strategies and program structures, managing over $256 billion in assets with a large network of independent advisors.

Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. 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, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at Creative Financial Designs, Inc and CFD Investments, Inc from 2014 to 2018, as well as Gleaner Life Insurance from 2012 to 2018. Outside of his advisory work, he is involved in a music-related activity that is not investment-related. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios, research, and technology-driven solutions.

Lynette Foor is a financial advisor at LPL Financial with six years of industry experience. She previously worked at Edward Jones from 2011 to 2025. Outside of her advisory role, she is involved with a family farm. 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 representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Nicholas Vanover is a financial advisor at LPL Financial with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors, Inc., Bank of America, and Merrill. Outside of his advisory role, he serves as an independent contractor financial advisor for Patton Wealth Management. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients, including retirement plans and charitable organizations, through a broad network of representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Bowman is a financial advisor at Edward Jones in Adrian, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Mortgage Team, Loan Depot, and Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Centers of America from 2009 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios and research from various sources.

Ilka Witt is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and is based in Adrian, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Corey De Meritt is a financial advisor with Ameriprise, holding the Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of advising, he works as a tax analyst for Quinn's Tax Service LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Grier Edwards Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Commonwealth Financial Network, Affinity Wealth Solutions, and Gleaner Life Insurance. Edwards is also involved with Retirement Referral Network, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

John Denler Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Centaurus Financial, Inc. for five years before joining LPL Financial in 2021. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to various model portfolios and research.

Curtis Beagle is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is president and CEO of Beagle & Associates, Inc., an employment agency, and is involved in other business ventures including ownership in FPG Partners, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Devantier is a financial advisor with Raymond James Financial Services Advisors, holding Series 65 and Series 66 licenses and having four years of industry experience. Prior to joining Raymond James in 2025, he worked with Commonwealth Financial Network and Village Wealth Management among other firms. Outside of advising, he is an insurance agent selling annuities with multiple carriers and is the CEO of an investment-related commercial real estate entity. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and municipal entities. The firm offers customized, non-discretionary advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

Bryan Perry is a financial advisor with Ameriprise in Clinton, MI, holding the ChFC® and Series 63 designations and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities related to payroll and bill payment services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and employing algorithmic tools overseen by a dedicated committee.

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves as Vice President of the Onsted Kiwanis Club and as a trustee of the Onsted Kiwanis Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals and utilizes various portfolio management and model-based solutions tailored to client objectives.