David Thomas is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Lori Stephenson is a Series 66-licensed financial advisor with Stifel in Saint Clair, MI, and has 17 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. In addition to her advisory role, she is a commissioned notary. Stifel serves a diverse client base that includes individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and model allocations intended to assist client decision-making.

Cory Shivers is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has previously worked at Cambridge Investment Research and Sigma Planning Corporation among other firms. Outside of his advisory role, Shivers is involved as a realtor with Epique Realty and serves as president of CTS Financial Inc., providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Matthew Gregor is a financial advisor at Equitable Advisors with 12 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2013, including its predecessor firm AxA Advisors. Outside of his advisory role, he is a member of Aspen LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has previously worked at Royal Alliance Associates, Signator Investors, and Insurance Specialists Agency. Outside of his advisory work, he is involved in managing private business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Charles Alley is a financial advisor with Edward Jones in Saint Clair, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he spent 31 years working for the East China School District. 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 under management through a large network of advisors and branch offices, offering various investment strategies and affiliated financial products under a fiduciary standard.

Daniel Krauskopf is a CFP® professional with 17 years of industry experience, currently practicing at Raymond James Financial in Marysville, MI. He has served on the finance committee of Saint Christopher church since 2019, where he oversees budgets and expense monitoring. Krauskopf also sells fixed annuities and life insurance through Eschels Financial Group and operates Beacon Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pensions, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals across a broad advisor network.

Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kyle Newman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was involved with Newman Dynamics LLC and held roles at Earth Science Agency and ACME Geologic Consulting. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Matt Turnbull is a CFP®-designated financial advisor with eight years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2018 and previously worked at Wells Fargo Clearing and Midpoint Construction. Stifel serves a wide range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology from its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Mark Dittman is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at OSAIC and SagePoint Financial, Inc. Outside of his advisory work, he is associated with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jeffrey Wallace is a financial advisor with Ameriprise in Marysville, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors of the Hiawatha Club Inc. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations delivered in partnership with clients’ financial advisors.

Jeremy Dodder is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2019. Outside of his advisory role, he serves on the Board of Elders at Faith Lutheran Church and is a board member of Operation Transformation, a local nonprofit supporting community outreach. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors, focusing on holistic, goal-based analyses without discretionary trading authority. The firm’s approach separates planning and managed-account services while offering consolidated billing under its WealthPlan program.

Tyler Busdicker is a CFP®-credentialed financial advisor with 13 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Outside of his advisory role, he serves as a hazardous materials technician for the St. Clair County Hazmat Team and as an emergency response diver for the St. Clair County Sheriff Dive Team. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

William Oldford III is a financial advisor at Stifel with three years of industry experience. He holds the Series 66 designation and previously worked at Merrill, Eastern Michigan Bank, Michigan State University, and the City of St. Clair. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Case is a financial advisor with Edward Jones in Grosse Pointe Woods, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. 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 solutions through a nationwide network of more than 23,700 financial advisors.

Richard Schweihofer is a financial advisor at OSAIC with 13 years of industry experience. He previously worked at SagePoint Financial for nine years before joining OSAIC in 2023. Schweihofer serves as a commission member for the Pine Shores Golf Committee in St. Clair, Michigan. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a range of advisory platforms and integrated brokerage services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across various asset classes.

Mark Barnett is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 23 years of industry experience. His prior work includes roles at Securities America, Ohio National Financial Services, and OSAIC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house research and third-party resources.

Sloan Klaski is a financial advisor with Edward Jones, holding the Series 66 designation and currently in the first year of his advisory career. Prior to joining Edward Jones in 2025, he worked at Novartis and Cintas, and spent six years at Saginaw Valley State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,700 financial advisors.

Robert Wilkinson is a Series 66 licensed financial advisor with 10 years of industry experience. He has been with Edward Jones since 2017 and previously worked at May/Wilkinson LLC from 2012 to 2017. He is based in Port Huron, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a large network of advisors and branch offices nationwide.