Matthew Gregor is a Series 66-licensed financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2013. He previously worked at AxA Advisors from 2013 to 2020. Outside of his advisory role, Gregor is a member of Aspen LLC. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Insurance Specialists Agency LLC. He also manages Weingartz Financial Services, Inc., a business entity he has operated since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Drew Carpenter is a financial advisor with LPL Financial, holding a Series 66 designation and entering the industry in 2025. His professional background includes roles at Tarr Financial, Allegis Global Solutions, ESS - Willsub, Michigan Tech University, Rick Hendrick Chevrolet, Northwood University, and Oxford High School. 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 model portfolios and third-party asset management, supported by advanced operational tools and a broad platform incorporating insurance and credit services.

Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 licenses and bringing 31 years of industry experience. His prior roles include positions at SagePoint Financial, Inc. and OSAIC. Outside of his advisory work, he is involved with DITTMAN FINANCIAL SERVICES LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.

Nicholas Thomas is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a board member for the Marysville School Board and owns 810 Properties, LLC, a real estate investment business focused on buying, renovating, and selling residential properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Jeremy Dodder is a financial advisor at Thrivent Investment Management with seven years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, Dodder serves as an elder 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. The firm offers goal-based planning across various areas such as retirement and estate planning, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

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.

Richard Schweihofer is a financial advisor at OSAIC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at SagePoint Financial and First Allied Advisory Services, Inc. He serves as a commission member on the Pine Shores Golf Committee in St. Clair, Michigan. OSAIC Wealth, Inc. provides brokerage and investment advisory services to a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm employs asset-allocation tools and risk analysis to construct diversified portfolios and offers access to multiple advisory platforms and third-party money managers.

Mark Barnett is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Ohio National Financial Services, and OSAIC. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Ignacio Villalobos is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked in education and community roles in Port Huron, MI. Villalobos serves on the boards of several local nonprofit organizations, including Blue Water Safe Horizons, Blue Water Center of Recovery, and the Community Foundation of St. Clair County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Christopher Pennington is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Wells Fargo Advisors. Outside of his advisory work, he operates as an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Scott Metzner is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and 26 years of industry experience. His prior roles include positions at Stifel Independent Advisors, Stifel Nicolaus & Co Inc, and Wells Fargo Clearing. He serves as a board member for the International Symphony Orchestra in Sarnia. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party programs and in-house management, to deliver solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

William Potthoff is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. In addition to his advisory role, he serves as a Maintenance Officer in the Michigan Air National Guard and is a board member of the Kiwanis Club of Mount Clemens, where he is involved in financial oversight and planning charitable events focused on youth. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.