Travis Schlatter is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. He has worked at Edward Jones since 2019 and previously held positions at Keynote Financial Services and various educational institutions. Outside of his advisory role, Schlatter serves as president of Schlatter Rentals LLC, managing rental property activities in Bay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Alecia Agnew is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked with multiple firms including Gregory Bruff, Martin Maier, and Waddell & Reed. Agnew is also a commissioned notary in Chesaning, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing 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, utilizing both proprietary research and third-party strategies.

Mark Mikolajczak is a financial advisor with Wells Fargo Clearing in Flint, MI. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jacob Klocek is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities and Bankers Life & Casualty. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Paige Bishop is a financial advisor at Wells Fargo Advisors with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo Advisors, Paige worked at The State Bank and Lake Huron Credit Union, among other roles. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing a broad planning menu and proprietary research tools to develop tailored recommendations.

Kimberly Strnad is a financial advisor with Edward Jones in Flushing, MI, holding a Series 66 designation and bringing 26 years of industry experience, including 25 years at Bois Insurance Agency Inc. She currently serves as an elected school board trustee and vice president of Flushing Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Cole Stephens is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked previously at Hantz Group and Keller Williams. In addition to his advisory role, he is licensed as a life and health agent, selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Dawn Swanson is a financial advisor at Ameriprise with four years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of advising, she occasionally assists with a rare coin retail business co-owned by her family and works as a horse-drawn carriage driver in Frankenmuth, Michigan. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Justin Blevins is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Planmember Securities Corporation, and Waddell & Reed, among others. Outside of his advisory work, he operates Blevins Tax Services LLC, providing tax preparation and accounting services. 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 portfolios, third-party asset management, and institutional platforms, supported by a substantial network of over 22,000 advisors.

James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at Edward Jones since 1994. Wood serves as president of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a variety of managed investment strategies and maintains a large network of financial advisors and branch offices across the United States.

Anthony Lerma is a Series 66-credentialed financial advisor with Edward Jones, based in Flushing, MI. He has 17 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Drew Goodrich is a financial professional affiliated with Cetera, holding Series 63 and Series 66 credentials, with 15 years of industry experience. He has worked at firms including J.P. Morgan Securities, PNC Wealth Management, and currently serves roles at Dort Financial Credit Union and Dort Financial Investment Services. Outside of his advisory work, he is also an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

David Smith is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Cambridge Investment Research Advisors and Complete Financial Planning since 2006. Outside of his advisory role, Smith serves on the boards of several nonprofit organizations, including Lamb of God Fellowship and Gleaner Tri-County Arbor, and acts as a care pastor for weddings. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers both discretionary and non-discretionary management and access to third-party advisers and proprietary model strategies.

Colin Mccallum is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Corebridge Financial, R&L Global, and Coyote Logistics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies supported by a large national network of financial advisors and branch offices.

Robert Wright is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cambridge since 2016, following six years at Transamerica Financial Advisors. Wright serves as vice president of the board for Richfield Public School Academy and is president of a local BNI chapter. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

Kenneth Minto Jr. is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 21 years of industry experience. His prior work includes roles at J.P. Morgan Securities from 2012 to 2020 and Chase Investment Services Corp. from 2008 to 2012. He is based in Swartz Creek, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Kaiden Heinrich is a financial advisor with LPL Financial holding a Series 66 designation and less than one year of industry experience. Prior to joining LPL Financial, he worked at Northwood University and Delta Community College, and has been affiliated with Zehnders of Frankenmuth since 2018. 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, model portfolios, third-party asset management, and institutional platforms.

Karin Hawkins is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fifth Third Securities and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including fund-of-funds and model portfolios for intermediary platforms.

David Hood is a Series 66-licensed advisor with Stifel in Owosso, MI, bringing 22 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2016, following four years at Wells Fargo Clearing. Outside of his advisory role, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.