Gabriel Davis is a financial advisor at &Partners with 15 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors and its affiliates from 2011 to 2024 before joining &Partners. Outside of advising, he serves as secretary of Camp Debby, Inc., a recreational hunting and camping land entity, and is associated with 2 1 Romeo, Inc., a private-use personal aircraft. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing fundamental, technical, and quantitative analysis across proprietary and third-party strategies.

Bryan Merillat is a financial advisor with GWN Securities Inc. in Chelsea, MI, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has been with GWN Securities since 2013. Outside of his advisory role, Merillat is a member of the Chelsea Rotary, participating in community service projects. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a variety of portfolio management strategies, including market-timing and momentum-based approaches.

Bradley Clark is a financial advisor with \u0026Partners, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. Outside of advising, he serves as a director at the Country Club of Jackson, Michigan. \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 retirement plan consulting using a combination of proprietary and third-party strategies, with services delivered through its dual registration as a registered investment adviser and broker-dealer.

Heather Gardner is a financial advisor at The Huntington Investment Company with five years of industry experience. She holds Series 63 and Series 66 licenses and has worked at The Huntington Investment Company and The Huntington National Bank. Outside of her advisory role, she provides elder care for her disabled mother. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party and affiliate model offerings within an open-architecture investment approach.

Abigail Funk is a financial advisor with CWM, LLC who holds a Series 65 designation and has three years of industry experience. Prior to joining CWM, she worked at Avery Wealth, Inc., and has also held positions outside finance, including roles at Spring Arbor University and McDonald's. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm uses discretionary model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Lee Miles is a ChFC® credentialed advisor with six years of industry experience, currently serving clients through Private Advisor Group, LLC. He has been associated with Private Advisor Group since 2019 and also provides investment advice under the name LDM Advisors. His career includes long-standing roles with LDM and Associates Incorporated, World Group Securities, Federal Financial Group LLC, and World Financial Group. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing various investment strategies and supporting held-away account management through technology partnerships.

Micah Fannin is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His prior experience includes a role at Ferris Financial, affiliated with New York Life, and time spent in academic and personal educational settings. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for a diverse client base, including individuals, trusts, estates, and retirement plans. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms.

Brent Oliver is a CFP® with 12 years of industry experience, currently affiliated with CWM, LLC and Avery Wealth, Inc. He has held advisory roles at Avery Wealth since 2013. Oliver also serves as President of IBICES Wealth, LLC, providing independent contractor advisory services. CWM, LLC is an SEC-registered adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, utilizing a discretionary management approach with model portfolios overseen by an in-house Investment Committee.

James Grace is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2024. He is also a member of an investment club called Ocean Front Capital Group. &Partners serves a wide range of individual and institutional clients, offering investment management, financial and tax planning, retirement-plan consulting, and brokerage services. The firm employs a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies to manage client portfolios.

Andrew Fries is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 36 years of industry experience. His prior firms include Ameriprise and Comerica Securities, where he worked for nearly three decades. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway platform, providing a range of strategies from mutual fund and ETF models to separately managed accounts and tax-overlay services.

Daniel Reese is a CFP® with 17 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2024. He previously worked at Avery Wealth, Inc. from 2008 to 2024. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts on a discretionary basis using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customization tools, with a notable focus on retirement plan and institutional services.

Ronald Luce Jr. is a financial advisor with Commonwealth Financial Network in Jackson, MI, holding CFP® and Series 63 designations and bringing 34 years of industry experience. He has operated Luce And Associates since 2005 alongside his role at Commonwealth. Outside of advisory work, he is involved with LH Group, LLC, an entity engaged in residential and commercial real estate activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice management services.

Scott Anderson is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Fifth Third Securities, Inc., having joined the firm in 2026 after roles at Ameriprise and Comerica Securities. Outside of his advisory role, Anderson is involved in independent insurance brokering focused on fixed annuities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple managed account programs and portfolio management options via its Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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 at Cetera with 38 years of industry experience. He holds the Series 63 and Series 66 designations. Butterfield has worked at Cetera and its affiliated entities since 2019 and previously held roles at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also the owner of James C. Butterfield Investments, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with various program structures and access to affiliated and third-party money managers.

Kimberly Haines is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Goldsmith & Associates. In addition to her advisory role, she owns Kimberly J Haines LLC, through which she provides accounting, tax preparation, and payroll services to small businesses and individual clients. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Anthony Mogle is a financial advisor with LPL Financial in Jackson, MI, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Next Financial Group, Inc. for nine years before joining LPL Financial in 2025. He serves as a FINRA Arbitrator, an activity unrelated to investment advising. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and model portfolios.

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 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2016. Prior to this, he was employed at DVH Enterprises, Inc. from 2008 to 2018. Outside of his advisory role, he is also an associate at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, where he assists in client meetings and supports financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and investment consulting supported by analytical tools and is noted for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory services.