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.

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.

Alexander Butterfield is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 39 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, and Summit Brokerage Services, as well as ownership of James C. Butterfield Investments, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.

Anthony Mogle is a financial advisor with LPL Financial in Jackson, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Next Financial Group, Inc., IC Advisory Services, Inc., and The Investment Center, Inc. Outside of advisory work, he serves as a FINRA arbitrator. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Jeremiah Newton is a financial advisor at Edward Jones in Manchester, MI, holding a Series 66 credential with two years of industry experience. His prior work includes five years at Consumers Energy Inc. and eleven years at PECO Pallet Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brennan Clark is a CFP® with 17 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. in Jackson, MI, where he has worked since 2016. He also previously worked with DVH Enterprises, Inc. from 2008 to 2018 and has served as an associate employee at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable municipal advisory services and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Kaster is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior roles include work at Avantax Advisory Services and Capstone Tax and Financial, where he also provides tax preparation services. Outside of finance, he serves as a board member and treasurer for a condominium association and has a long-standing consulting role at the Racquet Club of Ann Arbor. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of investment and advisory services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.