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.

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.

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.

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.

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.

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.

Lance Roe Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Eaton Federal Savings Bank and Infinex Investments, Inc. Roe is based in Charlotte, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. 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, with a nationwide network of over 23,700 financial advisors.

Eric Hatch is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.