Michael Ervin is a financial advisor with Cambridge Investment Research Advisors in Mt Pleasant, MI, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He previously worked at SII Investments, Inc. for 16 years before joining Cambridge Investment Research in 2017. Outside of his advisory role, he serves as a trustee and vice president of the Sacred Heart Academy Foundation, a nonprofit supporting a K-12 school, and is a partner in Central Michigan Risk Management LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm provides both discretionary and non-discretionary management, access to third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

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 in Alma, Michigan. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Gratiot Community Credit Union and Alma Bolt Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides diversified investment options and operational support to its network of more than 22,800 advisors.

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 with Cambridge Investment Research Advisors, holding a Series 66 designation and seven years of industry experience. She has worked with Cambridge Investment Research since 2017 and is also involved in other business activities including independent insurance services, notary duties, and tax preparation. Outside of financial advising, she has associations with local businesses such as Eagle Glen Golf Course and Doherty Hotel. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension funds, and charitable organizations. The firm supports both discretionary and non-discretionary account management and offers access to proprietary model strategies and unaffiliated third-party advisers across multiple platforms.

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 and holds a Series 66 designation. She has 11 years of industry experience, including prior work at SII Investments, Inc. Bissell serves as a board member for Britt-ABS LLC and volunteers with the Isabella County Child Advocacy Center. Cambridge Investment Research Advisors serves a diverse client base, including individual investors and institutions such as pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

John Pobanz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. 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 portfolio programs, third-party asset management, and institutional platforms.

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, Questar Asset Management, LPL Financial, Fifth Third Securities, and Natcity Investments. He is an independent insurance agent selling life insurance and fixed annuities and serves on the finance committee of Peace Lutheran Church, advising on investment strategies for church funds. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

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, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been associated with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999 and also serves as Vice President of Roslund Prestage & Company, a tax and accounting firm, since 1983. In addition to his advisory work, he is actively involved in nonprofit and charitable organizations, including serving as Treasurer of the Alma St Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party program sponsors to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Lewis is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Raymond James & Associates for five years before joining LPL Financial in 2021. Lewis holds the Series 66 designation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Christopher Nickel is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including 20 years at SII Investments/Bogé, Wybenga & Bradley, PC, prior to joining Cambridge in 2017. Outside of his advisory work, he serves as treasurer for several nonprofit organizations, including Potter's House Family Worship Center and Central Michigan Youth for Christ. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies.

Daniel De Jong is a financial advisor with LPL Financial in Alma, Michigan. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Raymond James & Associates for 13 years. 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 provides advisory and brokerage services featuring financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jena Eisenberger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mount Pleasant, MI. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.