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.

Curtis Beagle is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is president and CEO of Beagle & Associates, Inc., an employment agency, and is involved in other business ventures including ownership in FPG Partners, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bryan Perry is a financial advisor with Ameriprise in Clinton, MI, holding the ChFC® and Series 63 designations and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities related to payroll and bill payment services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and employing algorithmic tools overseen by a dedicated committee.

Dan Baldwin is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ernst and Young from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008, following two years at Cetera Advisors LLC. In addition to his advisory role, he serves as Vice President of the Onsted Kiwanis Club and is a trustee for the Onsted Kiwanis Community Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Kevin Way is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research since 2008 and previously worked at Cetera Advisors LLC from 2006 to 2008. Outside of his advisory role, he owns an independent insurance agency and provides tax preparation services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and delivers services across multiple platforms and custodians.

Colleen Newton is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 11 years at Thomson Reuters. 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, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Benjamin Hicks is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2016, with prior experience at Michigan State University and the Resource Center for Persons with Disabilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies supported by a large national network of financial advisors and branch offices.

Russell Dempsey is a CFP® with 24 years of experience in the financial services industry and is currently affiliated with Cetera Wealth Services, LLC. His background includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of advising, he serves as president of a CPA firm and is involved as a potential advisory board member for the nonprofit Maya Indian Mission, Inc., as well as providing accounting support for a sickle cell anemia organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, operating across various program structures and custodial relationships.

Michael Dempsey is a CFP® with 24 years of industry experience, currently advising clients at Cetera. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. He is also a shareholder and CPA at Dempsey & Dempsey, P.C. CPAs. Outside of advising, he owns and manages accounting for a beach resort and serves as a trustee for his personal revocable trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers.

Emily Brunke is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Northwest Bank, and Huntington National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing structure while maintaining a separation between planning and investment management services.

Rodney Pender is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He holds a residential builder’s license, which he maintains for property repairs and mentors others in real estate investing. Pender serves on multiple community and nonprofit boards, including the Vernon & Alice Pratt Foundation and the Lenawee County Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Mazur is a Series 66-licensed financial advisor with Edward Jones, based in Clinton, MI, and has eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent 31 years at JP Morgan Chase. 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 options under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond advisory services.

Joseph Siekierda is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which provides written recommendations and ongoing advice based on asset allocation, withdrawal strategies, and Social Security options.

Stacy Downing is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of her advisory role, she serves as an advisory board member for the Tecumseh Parks & Recreation Department and is the secretary of the Rotary Club in Clinton, MI. Cambridge Investment Research Advisors serves a broad mix 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 manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.