Ryan Young is a financial advisor with Edward Jones in Fort Gratiot, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Joseph Mericka is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill. Outside of his advisory role, he serves as the personal representative for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its diversified investment approach and offers brokerage and advisory solutions across a broad range of financial products.

Joseph Lewandoski is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2014. Outside of his advisory role, he is a high school basketball and soccer referee with the Michigan High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Beatty II is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he practices amateur photography and occasionally sells his work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Theodore Korodan Jr. is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a two-year tenure at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

David Betts is a financial advisor with Ameriprise in Fort Gratiot, MI, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he is involved in independent insurance brokering, specializing in Universal Life products with Principal Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that include income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, offering a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Doris Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and six years with the firm. She has a total of nine years of industry experience, including prior roles at Michelle Belesky and Brian Carten State Farm Agencies. 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 utilizing various investment strategies and supported by technology tools.

Adam Kotkoski is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual and Northwestern Mutual Investment Management from 2007 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and integrates ESG considerations within its recommendations.

Michael Anderson is a CFP® with 44 years of experience in the financial industry. He has worked at Stifel Nicolaus & Co Inc since 2018 and previously spent two years at Wells Fargo Clearing. Outside of his advisory work, he serves on the advisory board of the Salvation Army of Port Huron and is involved in guiding recreational hunts through his family business, M & R Hunt Club. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support client decisions.

Addison Wallace is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2024. Prior to joining Ameriprise, Addison worked in various roles including at Solitude Links Golf Course & Banquet Center and Michigan State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes to support its advisory services and manages a broad range of investment, brokerage, and insurance solutions.

Evette Bonfiglio is a financial advisor at Osaic Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First State Bank, Flagstar Bank, and PNC Bank. Outside of her advisory role, she is involved in real estate sales as a sales associate and serves as a notary public and insurance agent through her sole proprietorship, assisting clients with life and disability insurance policies. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with tools for portfolio optimization and risk management, supporting a variety of managed account programs and third-party investment options.

Janelle Micks is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Richmond, MI. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristy Pieprzak is a financial advisor with J.P. Morgan Securities in Marysville, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015 and previously at Chase Investment Services Corp. from 2006 to 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary advisory program.

Edward Maedel II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Sigma Financial Corporation and Thrivent Investment Management. He serves as a board member of the St. Peters Lutheran Church Richmond MI Endowment Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and third-party advisers while managing a multi-billion dollar asset base.

Nathan Hall is a financial advisor with Equitable Advisors in Port Huron, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, including the period when it operated as Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory models.

Megan Schudlich is a financial advisor at Stifel with Series 66 credentials. She joined Stifel in 2023 and has held various roles including positions at Michigan Medicine and Eastern Michigan University. She serves as a general member at large on the board of a condominium association. 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 models developed by its Investment Strategy Group.

Sarah Armstrong is a financial advisor at LPL Financial in Marysville, MI, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and before that spent seven years at Best Buy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.