Joseph Jeeves is a CFP® professional with 14 years of experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. in Marquette, MI, where he has worked since 2014. Outside of his advisory role, he is a partner in Fresh Coast Development Group, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored, non-discretionary planning and risk-profiling tools to support client goals and maintains notable municipal advisory capabilities and specialized SIMPLE IRA consulting programs.

Daniel Emmendorfer is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC, he worked for Securities America Advisors, Inc. and Securities America, Inc. for over 14 years. Outside of his advisory work, he is involved in life insurance and annuity sales and is the owner and developer of a local real estate project, Lake Shore Cottages. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisors, offering integrated brokerage and investment advisory services, financial planning, and access to multiple third-party money managers. The firm employs firm-provided asset-allocation tools and supports both discretionary and non-discretionary account management.

Shaw Robinson is a financial advisor at Ameriprise with 20 years of industry experience. He previously worked nearly two decades at Hantz Financial Services, Inc. Robinson holds Series 63 and Series 65 licenses and is involved in independent insurance brokering and owns Good Steward Holdings, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marcus Krachinski is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Upper Peninsula State Bank, Rocket Mortgage LLC, and Bank of America Merrill Lynch. Marcus has also held roles at Northern Michigan University, Hannahville Indian Community, and North Central Area Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers both one-time and ongoing planning engagements, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Nicholas Emmendorfer is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with OSAIC and has previously worked at Securities America, Inc. and SAIL. Outside of his advisory role, he serves as Vice Chair of the Superiorland Kiwanis Club and volunteers at a local homeless shelter in Marquette, MI. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Douglas Garrow is a CFP®-designated financial advisor with 34 years of industry experience, currently with Wells Fargo Advisors since 2023. Prior to that, he spent 18 years at Ameriprise Financial Services, Inc. He serves as the head high school hockey coach for Marquette Area Public Schools and is a board member at large for the Marquette Junior Hockey Corporation, a nonprofit junior hockey association. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, and specialized services such as business-owner transition and sports and entertainment planning. The firm combines advisory services with various financial products and referral channels through a large network of advisors.

Samuel Bennett is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial. His prior roles include positions at OSAIC, SagePoint Financial, Inc., and Wells Fargo Advisors. Outside of his advisory work, he is involved in artistic pursuits as a musician under the name Tuesday Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by technology and access to diverse strategies, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Leandra Dziesinski is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for IncredibleBank for eight years. She serves as treasurer for a competitive cycling program board in Marquette, MI, managing budgeting and accounting responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large national network of financial advisors and operates under a fiduciary standard.

Todd Scott is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at VOYA Financial Advisors and Northern Financial. He serves as an elected board member for the Marquette Little League. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Jerry Garceau is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 39 years of industry experience. His prior experience includes roles at Voya Financial Advisors and Cetera Wealth Services. Outside of his advisor role, he is an independent insurance agent involved in property and casualty as well as fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities across various program structures.

Allan Wakkuri is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Ameriprise and has previously worked at Hantz Financial Services and Lasco among other firms. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies for clients approaching or in retirement.

Lyle Warner is a financial advisor with Edward Jones in Ishpeming, MI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Lindsay Crick is a financial advisor at Ameriprise in Marquette, MI, holding a Series 66 designation. Lindsay has been with Ameriprise since 2026 and has prior experience as a self-employed professional and in full-time education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and annual retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Michael Trickey is a financial advisor at Cetera with 28 years of industry experience. He has held roles at Cetera Wealth Services and Voya Financial Advisors. Outside of his advisory work, he serves as league president of a local bowling league and as an executive trustee for Marquette American Legion Baseball. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Stephen Nolde is a financial advisor with LPL Financial based in Marquette, MI, holding a Series 66 designation and nine years of industry experience. He has worked with Upper Peninsula State Bank and UPSB Financial Services since 2017 and has prior experience at Infinex Investments, Inc. and Auto Owners Insurance Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by both proprietary and third-party strategies across various investment styles.

Amber Bell is a financial advisor with Wells Fargo Clearing in Marquette, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing and its affiliates since 2006. Outside of her advisory role, she operates a screen printing business in Marquette. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through over 14,000 advisors.

Theresa Sell is a financial advisor at OSAIC with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including Securities America, Cambridge Investment Research, Onesco, and Thrivent Financial. Outside of advising, she is involved in entrepreneurial business coaching, volunteers on multiple nonprofit boards, and authors content on personal growth and mental health topics. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated brokerage and advisory services using asset-allocation tools and access to third-party money managers across various investment types.

Christian Verardi is a financial advisor with Edward Jones in Marquette, MI, holding the CFP®, ChFC®, and Series 66 designations and has 12 years of industry experience. He has worked at Edward Jones since 2013. Verardi serves as a board member for the Marquette Chamber of Commerce and the 906 Adventure Team, providing governance and financial oversight. 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 across the United States.

Eric Froberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 22 years of industry experience. He has worked at Raymond James since 2013. Outside of his advisory role, Froberg serves as a referee and independent contractor for several hockey organizations, including Marquette Junior Hockey and USA Hockey. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Jeffrey Blewett is a CFP®-designated financial advisor with 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He is based in Marquette, MI. Wells Fargo Advisors is a national securities firm that provides 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 offers both brokerage and advisory solutions.