Thomas Rudert is a financial advisor with Equitable Advisors in Mount Pleasant, MI, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors. Outside of his advisory role, he is an officer and part owner of Advanced Benefit Design Group and serves as an administrator or trustee for several estates and trusts. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance services tailored to clients’ goals and risk tolerance.

Steven Campbell is a financial advisor with Ameriprise in Mt Pleasant, MI, holding a Series 66 designation and 18 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2007. Outside of his advisory role, he is involved in managing and operating HSC Group LLC, a business that handles administrative expenses and staff compensation for his practice. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Michael Ervin is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 designations and 31 years of industry experience. He previously worked at SII Investments, Inc. before joining Cambridge in 2017. Outside of his advisory role, Ervin serves as a trustee and vice president of the Sacred Heart Academy Foundation, supporting local K-12 education. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm provides access to proprietary and third-party investment strategies across multiple platform arrangements with options for discretionary and non-discretionary management.

Lori Neeb is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is the president and owner of LORMAR Investments, LLC, a commercial real estate business in Weidman, Michigan. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Maureen Starry is a CFP® and Series 66-registered financial advisor with Edward Jones in Mt Pleasant, MI, with eight years of industry experience. She has worked at Edward Jones since 2016 and has prior involvement with several parishes, including St Paul the Apostle, St Mary University Parish, and Sacred Heart Parish. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Stephen De Jong is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and DLP Financial Partners since 2021 and previously held roles at Alma Bolt Company and Gratiot Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Caroline Lake is a financial advisor at Edward Jones with over 11 years of experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she designs and manufactures laser-cut and engraved home décor, jewelry, and collectible display shelving through her business, Drinking Sunlight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Allison Haring is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 66 designation and has been affiliated with Cambridge Investment Research entities since 2017. Outside of her advisory role, she is an independent insurance agent, a notary, and provides tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Todd Bennett is a financial advisor with Edward Jones in Alma, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he maintains a small-scale property business involving occasional sales of trees and firewood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Bontrager is a financial advisor at Edward Jones in Alma, Michigan, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lux Wealth Planning, Washington Avenue Advisors, and Rehmann. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating nationwide through a large network of financial advisors and branch offices.

Laura Crawford is a CFP® and holds a Series 66 designation with seven years of industry experience. She is currently a financial advisor at Edward Jones, where she has worked since 2015, including a brief period with WillSub. Outside of her advisory role, Crawford serves on the boards of charitable and nonprofit organizations and organizes an annual Michigan Brain Aneurysm Awareness 5K, with proceeds benefiting the Brain Aneurysm Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and affiliated investment products, supporting over 23,700 financial advisors nationwide and managing approximately $1.01 trillion in assets under management.

Abbey Bissell is a financial advisor with Cambridge Investment Research Advisors in Mt Pleasant, MI, holding a Series 66 designation and 11 years of industry experience. She previously worked at SII Investments, Inc. and has been with Cambridge since 2017. Bissell serves as a board member and operating manager of Britt-ABS LLC and volunteers as a board member with the Isabella County Child Advocacy Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and other entities. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

John Pobanz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Patrick Duffy is a CFP®-designated financial advisor with Edward Jones in Alma, MI, holding 22 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm 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.

Alexander Niznak is a financial advisor at Edward Jones in Alma, MI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Preston Community Services and various other organizations. 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 national network of advisors and branch offices.

John Lemmermann is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. He is also an independent insurance agent focusing on life insurance and fixed annuities and serves on the finance committee of Peace Lutheran Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Bradly Mott is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Miller Auto Sales. He holds the Series 66 designation. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Douglas Hoard is a financial advisor with Equitable Advisors in Alma, MI, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as Vice President at Roslund Prestage & Company, where he has worked since 1983. Outside of his advisory role, Hoard is active in nonprofit and charitable organizations, including serving as Treasurer of the Alma St. Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Lewis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has previously worked at Raymond James & Associates and RouteOne LLC. Lewis operates a related business entity, DLP Financial Partners LLC, associated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Christopher Nickel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked for SII Investments/Bogé, Wybenga & Bradley, PC for 20 years before joining Cambridge in 2017. Outside of his advisory role, Nickel is actively involved in local organizations, serving as treasurer for the Potter's House Family Worship Center and holding leadership positions on several nonprofit boards related to youth and education in the Mt. Pleasant, MI area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.