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.

Emily Eggly is a financial advisor with Ameriprise in Monroe, MI, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored planning, emphasizing assets held in Ameriprise Managed Accounts and utilizing algorithmic automation overseen by a dedicated committee.

Joshua Seegert is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. In addition to his advisory role, he is the sole practitioner of his own CPA firm, providing tax return preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

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.

Jordan Seegert is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services INC and SII Investments, Inc. In addition to his advisory role, he is a licensed agent selling life insurance, including term life policies and fixed annuities. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various investment tools.

David Abalos is a financial advisor with Edward Jones in Lambertville, MI, holding a Series 66 designation and 27 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kevin Seegert is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. His prior roles include positions at Woodbury Financial Services and SII Investments Inc./Seegert & Seegert Financial Advisors. Outside of finance, he serves on the board of directors for Nations Light Ministry and is chairman of the board for D&P Communications. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring comprehensive financial planning, model-based asset allocation, and access to various managed account programs.

Hunter Coombe is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Minnesota Life Insurance Company, Securian Financial Services, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is known for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Shawn Siddall is a financial advisor with Edward Jones in Monroe, MI, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1991. He serves as a board member and on the finance committee for Roselawn Memorial Cemetery Park in Lasalle, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Schroeder is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. His background includes roles at Raymond James Financial Services, Inc., Raymond James Financial Services Advisors, Inc., and Prospect Airport Services. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and charitable organizations—offering non-discretionary financial planning and investment consulting supported by a wide range of portfolio management styles and affiliated research.

Todd Bodine is a Series 66-credentialed financial advisor with LPL Financial in Temperance, MI. He began his advisory career in 2026 following a 30-year tenure at General Motors Toledo Transmission Operations. Todd was also briefly retired before joining Aspire Wealth Advisors and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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 participant-level retirement advice, supported by a large network of investment adviser representatives.

Isaiah Joerin is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Hylant and has a background that includes various roles while attending the University of Toledo and local community positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and has a large network of advisors and branches nationwide.

Ronald Evans is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 certifications and has worked at Raymond James Financial Services since 1999. He is also an associate at Walker Financial Services, where he serves as Vice President and Financial Advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a tailored, non-discretionary planning approach with analytical tools to support client goals and maintains specialized programs in municipal advisory services and SIMPLE IRA consulting.

Nicholas Abalos is a financial advisor with Edward Jones in Temperance, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Zachariah Penwell is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously managed a chiropractic clinic while also providing nutritional consultations for Metagenics. Prior to his financial advisory role, he worked in healthcare and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Natalie Fox is a Series 66-credentialed financial advisor with Thrivent Investment Management. She has one year of industry experience, including prior roles at PNC Bank and Western Governor's University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning on a wide range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Elizabeth Anderson is a Series 66–designated financial advisor at Thrivent Investment Management with one year of industry experience. She previously worked at Hantz Financial Services and has a background that includes roles at Henry Ford, CQC, Wayne State University, VIP, and Woodhaven High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering goal-based financial analyses and written recommendations across various planning topics. The firm offers clients the option to combine planning with managed-account services through its WealthPlan program while maintaining separate service structures.

Jeff Guthrie is a financial advisor with Cetera in Dundee, MI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at The Huntington National Bank and its affiliated investment companies. Cetera Investment Advisers LLC serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Isaiah Bross is a Series 66-licensed financial advisor with Raymond James Financial in Monroe, MI, and has three years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network and other firms. Outside of advising, he is involved in life insurance sales through Ash Brokerage and participates in team discussions at Village Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and charitable clients. The firm offers tailored, non-discretionary advice using risk profiling and analytical tools, supporting clients through various advisory programs and maintaining specialized services such as municipal advisory and SIMPLE IRA consulting.