Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. He is also involved with the Chesaning Chamber of Commerce, Downtown Development Association, and Trinity United Methodist Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and spent one year at Fowlerville High School. Outside of finance, Sizemore is the owner and CEO of Spanky Supply, a business he has operated since 2013 that involves direct customer engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a broad range of portfolio management styles and affiliated research.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes 26 years at Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved with the Pine Hollow Home Association and operates MMB Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and technology.

Kyle Dunaway is a financial advisor with Wells Fargo Advisors in Owosso, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at R & R Signs and Space Exploration Technologies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Arthur Nietling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at multiple firms including Cambridge Investment Research Advisors and CG Financial. Outside of his advisory work, he is a property and casualty insurance agent with the McNish Group and serves as an on-call coordinator for Maxim Healthcare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources to support diversified investment strategies.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

Gage Ruddy is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at MMB Advisors, Wheeler Trucking, Inc., and various academic institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and advanced portfolio management tools.

Evan Baker is a financial advisor with LPL Financial in Owosso, MI, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with Mo Mortgage Group and Mowinski Financial. Outside of his advisory role, he is engaged in mortgage and real estate services. LPL Financial serves a broad client base, including individuals, retirement plans, banks, and charitable organizations, providing financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm offers both discretionary and non-discretionary management and incorporates various investment strategies and technologies in its services.

Kenneth Williams is a financial advisor with Ameriprise in Perry, MI, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Firstmerit Bank, and LPL Financial. Outside of his advisory work, he co-manages an auto speedway in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies through a centralized consulting team. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of large institutional firms.