Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.

Stephanie Young is a financial advisor at PNC Wealth Management with 24 years of industry experience. She has held her current position since 2009 and holds Series 63 and Series 65 designations. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven model selection and invests via mutual funds and ETFs with annual rebalancing.

Kyler Krieg is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including JP Morgan Chase Bank, Merrill Lynch, and Northwestern Mutual Investment Services. Aside from advisory work, Kyler is also an author based in Kenmore, Washington. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Ryan Baines is a financial advisor with Fifth Third Securities, Inc. in Lowell, MI, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Fifth Third Securities since 2016 and with Fifth Third Bank since 2015. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm offers multiple managed-account programs with features such as direct indexing and tax-overlay services, and operates as a subsidiary of Fifth Third Bank with a distinctive combination of municipal-advisor registration and corporate bank affiliation.

Rachael Mckellar is a financial advisor with Principal Financial Services, holding Series 63, 65, and 66 licenses and 19 years of industry experience. She has been with Principal Securities Inc. and Principal Life Insurance Company since 2014 and previously worked at Principal Financial Services from 2006 to 2009. In addition to her advisory role, she serves as a bank and trust officer supporting retirement plan account relationships across Principal’s insurance, broker-dealer, and trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers through various adviser and promoter arrangements.

David Pozolo is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the Michigan Department of Corrections. Outside of his advisory role, he works as a delivery driver for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Anthony Koehler is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Mercer Global Advisors Inc. and has previously held roles at The Huntington National Bank, TD Ameritrade, TIAA-CREF, and Charles Schwab. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach, using diversified portfolios with multi-factor tilts, implemented through low-cost ETFs, index funds, separate account managers, and other specialized strategies.

Shanna Dejong is a financial advisor with Fifth Third Securities, Inc. in Lowell, Michigan. She holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Fifth Third Securities in 2023, she worked at Fifth Third Bank and has held positions at Grand Rapids Client Connection, Orbit Leasing, and Equal Pixels. Outside of her advisory role, she serves as CFO for Proactive Defense Strategies LLC, a home defense business. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, including mutual fund and ETF models, separately managed accounts, and direct indexing options.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. in Lowell, Michigan, with 31 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Fortis Investors, Inc. and as a self-employed professional. Outside of his advisory role, he is involved in several business activities, including serving as president of BROOKSTONE INVESTMENTS, a fixed insurance sales sole proprietorship, and owning Blue Time LLC, which manages office space leasing. He is also president of Florida Built, a company engaged in sales and marketing of clothing and marine accessories. J. W. Cole Advisors operates a large network of independent investment advisers and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party managers and digital advice platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a range of investment strategies and custodial arrangements.

Seaman Knapp III is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2003. Outside of his advisory role, he serves as a director at Riverside World, Inc. and is on the boards of the Wyoming-Kentwood Chamber Foundation and Beacon Hill at Eastgate, focusing on oversight and strategic planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Michael Sonday is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has held roles at J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2012. He holds Series 63 and Series 66 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Dwaine Campbell is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Edward Jones and has previously worked at New York Life, Goldman Sachs & Co. LLC/AYCO, JPMorgan Chase, and General Reinsurance Corporation. 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 wide range of advisory services supported by a large network of financial advisors and branch offices nationwide.

Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Godbold is a financial advisor with Edward Jones in Lowell, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Godbold serves as a trustee on the Greater Lowell Area Chamber Foundation Board and the Lowell Education Foundation Board, and he is chair of the Look Memorial Fund Board, all of which oversee grant distributions benefiting the Lowell community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Benjamin McKinney is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at OSAIC, Securian Financial Services Inc, Minnesota Life Insurance Company, and West Financial. Outside of his advisory work, he operates a sole proprietorship focused on fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Ashley Patten is a financial advisor with Fisher Investments in Lowell, MI, holding Series 66 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining Fisher Investments in 2019, Patten worked at Oppenheimerfunds Distributor, Inc. for 14 years and UBS Financial Services for one year. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment approach combining quantitative and qualitative analysis to construct diversified portfolios and manages a significant non-U.S. client base alongside extensive sub-advisory relationships.

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

Jesse Langschied is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Liberty National Life Insurance Company, and managing Langschied Financial LLC, also known as 88 Keys LLC. Outside of advising, he has been involved with Breton Road Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.