Caleb Siegrist is a financial advisor at IAMS Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Firth Financial and PEPSICO. Outside of his advisory role, he serves in the Michigan National Guard and is involved in life insurance and annuity sales through Universal Retirement. IAMS Wealth Management provides investment advisory and financial planning services to individuals, corporations, retirement plans, trusts, and other entities. The firm offers discretionary portfolio management using proprietary and third-party models and supports a broad range of investment instruments, including equities, fixed income, and cryptocurrency.

Amberlee Smith is a financial advisor at &PARTNERS with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms, including Meridian Wealth Management of Michigan and Executive Wealth Management. Outside of her advisory role, she is also a licensed real estate agent with ERA Reardon Realty. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a range of investment management and financial planning services, utilizing both proprietary and third-party strategies with ongoing portfolio monitoring.

Frank Lusebrink is a financial advisor at &Partners with 12 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he participates in an investment club called Ocean Front Capital Group. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning services through discretionary and non-discretionary strategies, utilizing both proprietary and third-party approaches.

John Stewart is a Series 66-credentialed financial advisor with 21 years of industry experience. He has worked at several Wells Fargo entities from 2009 to 2024 before joining \u0026Partners in 2024. Outside of advising, he serves as a manager of JBK Jackson LLC, an entity related to operational expense management for Meridian Wealth Management \u0026Partners. \u0026Partners serves a diverse client base including individuals, institutions, and private businesses, providing investment management, financial and tax planning, and retirement-plan consulting. The firm offers both discretionary and non-discretionary portfolio management using a combination of fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

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.

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.

Abigail Funk is a financial advisor at CWM, LLC with three years of industry experience. She holds a Series 65 designation and has prior work experience at Avery Wealth, Inc. and Spring Arbor University. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers comprehensive portfolio management and retirement-plan services, utilizing a blend of fundamental and technical analysis, third-party sub-advisors, and customization tools.

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® and holds a Series 65 license, with 12 years of industry experience. He is currently with CWM, LLC and previously worked at Avery Wealth, Inc. for over a decade. Oliver also serves as president of IBICES Wealth, LLC, an independent contractor advisory services firm. CWM, LLC is a broad-based investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutional clients through partner offices and over 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, offering a range of retirement plan and institutional services.

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 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 CFP® with 17 years of industry experience currently with CWM, LLC. He joined CWM in 2024 after 16 years at Avery Wealth, Inc. and one year at USA Financial Securities LLC. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs discretionary portfolio management with model portfolios overseen by an in-house Investment Committee and offers a range of retirement-plan services along with fiduciary processes and client reporting.

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 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.

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.

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.

Alexander Butterfield is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera since 2019 and previously held positions 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 adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

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.