Mitchell Dempsey is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at multiple financial services and accounting firms, including Willis & Machnik Financial Services and Dempsey & Dempsey, P.C. CPAs, where he also serves as a staff accountant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform. The firm supports various investment strategies and program structures, managing over $256 billion in assets with a large network of independent advisors.

Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Molly Berner is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Mario Koje is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, he worked at Angle Advisors and Brown, Gibbons, Lang & Company Securities, Inc. Koje is also employed as an associate at Arcadia Capital in Saline, Michigan. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by risk profiling and analytical tools to align with client goals, and it offers a range of advisory programs and specialized services.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes prior roles at Creative Financial Designs, Gleaner Life Insurance, and Independent Financial Advisors. Outside of his advisory work, he is involved in music on a part-time basis. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by machine-learning tools for advisor operations and research.

Lynette Foor is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including eight years at Edward Jones prior to joining LPL Financial. Outside of her advisory work, she is involved with a family farm, an agricultural business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Nicholas Vanover is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services and Bank of America. Outside of his role at LPL, he provides financial advisory services as an independent contractor with Patton Wealth Management. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Mark Kerr Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Commonwealth Financial Network. Outside of advising, he serves as CEO of Village Wealth Management, an independent firm focused on investment services and retirement planning, as well as leading a marketing company supporting that business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Ross Terrasi is a financial advisor with Raymond James Financial in Dundee, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network, Next Door Lending, and Rocket Mortgage. He is the owner of RT Business Consulting LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public finance services.

Drew Ditto is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and various positions outside the financial sector, including teaching at The University of Toledo and Monroe County Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Kenneth Bowman is a financial advisor at Edward Jones in Adrian, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Mortgage Team, Loan Depot, and Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 43 years of industry experience. He has worked at LPL Financial since 2017 and was previously with Investment Centers of America from 2009 to 2017. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Ilka Witt is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and is based in Adrian, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Yu is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. His prior work includes five years at Edward Jones and six years at Arcadia Capital Stevensville. He is a 35% owner of Arcadia Capital, a support company based in Holland, MI. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and modeling tools, and supports a broad network of advisors and advisory firms.

Gautam Muthusamy is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 13 years of industry experience. He has been associated with Baughman Capital Management and Raymond James Financial Services Advisors Inc. since 2016. Outside of advisory work, he serves as treasurer and board member of Ronald McDonald House Charities Ann Arbor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting using risk profiling and analytical tools and supports a broad network of advisors with specialized municipal and employer advisory services.

Corey De Meritt is a financial advisor with Ameriprise, holding the Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of advising, he works as a tax analyst for Quinn's Tax Service LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Grier Edwards Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Affinity Wealth Solutions, and Gleaner Life Insurance. Edwards is also involved with Retirement Referral Network, LLC. 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.

John Denler Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Centaurus Financial, Inc. and Mass Mutual Investors Services. 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, supported by a large network of investment adviser representatives.