Alexander Butterfield is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also the owner of James C. Butterfield Investments, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.

Anthony Mogle is a financial advisor with LPL Financial in Jackson, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include positions at Next Financial Group, Inc., IC Advisory Services, Inc., and The Investment Center, Inc. Outside of advisory work, he serves as a FINRA arbitrator. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a broad range of investment solutions, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Brennan Clark is a CFP® with 17 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. in Jackson, MI, where he has worked since 2016. He also previously worked with DVH Enterprises, Inc. from 2008 to 2018 and has served as an associate employee at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and consulting supported by analytical tools and maintains notable municipal advisory services and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Kaster is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior roles include work at Avantax Advisory Services and Capstone Tax and Financial, where he also provides tax preparation services. Outside of finance, he serves as a board member and treasurer for a condominium association and has a long-standing consulting role at the Racquet Club of Ann Arbor. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of investment and advisory services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Kevin Sykes is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a board member for Paragon Academy. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of retail and institutional investment offerings.

Steven Segura is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. He previously worked at Tiaa and TIAA-CREF from 2015 to 2026 before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and unaffiliated model portfolios as well as bespoke strategies.

Peter Kofflin is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Kevin Phillips is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a family construction business where he assists with bookkeeping, marketing, and web design. 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, supported by a large network of financial advisors and branch offices nationwide.

Philip Riley III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He serves as a trustee and co-trustee of investment-related trusts in Clarklake, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and various investment analyses while offering both retail and institutional financial services.

Jamie Dittenber is a financial advisor with Edward Jones in Jackson, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Jamie worked for Dawn Food Products from 2007 to 2020. 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 solutions supported by a large nationwide network of advisors and branch offices.

Kevin La Marre is a financial advisor at Charles Schwab with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Secretary for the Country Club Hills Homeowners Association in Jackson, MI. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management solutions supported by centralized operational and supervisory infrastructure.

Eric Hatch is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Megan Cordi Standfest is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. Her prior work includes roles at LPL Enterprise LLC and MassMutual Life Insurance Company. Outside of finance, she has been involved with the Clean Home Task Force since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate-settlement planning.

Jill Berkemeier is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial and service firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios to intermediary platforms.

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.”

Michelle Reed is a financial advisor with Raymond James & Associates based in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, Reed serves on the board of the Brooklyn-Irish Hills Chamber of Commerce. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through multiple advisory programs and a range of portfolio management styles.

Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Denise Moeckel is a CFP® professional with eight years of experience in the financial industry. She has been with Edward Jones since 2018 and previously worked at Dexter Stamping Company, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a large national network of financial advisors and branch offices.

Kenneth Butterfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and operating his own consulting businesses. Outside of advising, he is the owner of Sunshine & Smiles LLC, a business unrelated to investments. 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 institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Logan Wielfaert is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Pruco Securities LLC and Medallion Management Inc., as well as positions outside finance at Siena Heights University and Hudson High School. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.