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.

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.

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.

Paul Stone is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he worked at Hunter Fan and Airmaster Fan Co. for a combined nine years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial analyses and ongoing planning relationships while keeping planning and managed-account services separate.

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.

John Tomasek is a financial advisor at Edward Jones in Charlotte, MI, holding Series 63 and Series 66 licenses. He joined Edward Jones in 2021 and has had multiple periods of affiliation with the firm, with prior work experience in industries such as physical therapy and tool manufacturing. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kevin Sykes is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a board member for Paragon Academy. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of retail and institutional investment offerings.

Steven Segura is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. He previously worked at Tiaa and TIAA-CREF from 2015 to 2026 before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and unaffiliated model portfolios as well as bespoke strategies.

Jeanne Tomasek is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 advisory programs and investment options through a nationwide network of more than 23,700 financial advisors.

Peter Kofflin is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Kevin Phillips is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a family construction business where he assists with bookkeeping, marketing, and web design. 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 financial advisors and branch offices nationwide.

Philip Riley III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He serves as a trustee and co-trustee of investment-related trusts in Clarklake, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and various investment analyses while offering both retail and institutional financial services.