Evan West is a financial advisor with Raymond James Financial in Marysville, MI, holding a Series 66 credential and bringing nine years of industry experience. He has been involved with Raymond James since 2017 and holds roles outside of his advisory work, including serving as Vice President of Beacon Wealth Group. West also sells life and long-term care insurance through Eschels Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutions. The firm offers non-discretionary advisory services tailored to client goals and supports a large network of advisors with specialized municipal and public finance capabilities.

Mario Popaj is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.

Todd Bertsch is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His career includes positions at CUNA Mutual Group, CUNA Brokerage Services, GLP Investment Services, Asset Allocation Strategies, VOYA Financial Advisors, and Voya Financial Partners. Outside of his advisory work, he is involved with T BERTSCH ZENITH, LLC, a real estate rental 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing strategic, tactical, and customized investment strategies.

Steven Disser is a financial advisor at Stifel with 33 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2010 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a voting member on the grant committee of the St Clair County Community Foundation and is a board member of the Lexington Arts Council, where he volunteers with community events. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Lauren Bayless is a financial advisor with Primerica Advisors in Richmond, MI, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2020, and previously held positions at McLaren Port Huron and St. Clair County Community College. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Nicholas Conard is a financial advisor with Edward Jones in Port Huron, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Liggett Communications LLC for four years before joining Edward Jones in 2020. Outside of advising, he maintains a rental property in Lexington, MI. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Brian Duda is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation and a Series 63 license, and has 33 years of industry experience. Prior to joining Cambridge in 2017, he worked at MML Investors Services LLC and MassMutual Life Insurance Company. He serves as president of the Fort Gratiot Business Association and is chairman of planned giving at McLaren Port Huron. He also participates in estate planning and community organizations, including the Port Huron Estate Planning Council and Kiwanis. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals. Its investment approach includes proprietary and third-party model strategies, discretionary and non-discretionary management, and various platform arrangements tailored to client objectives.

Carl Johnson is a financial advisor at Equitable Advisors with Series 63 and Series 65 designations and 54 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1970. His other business activities include insurance-related work. Equitable Advisors serves a range of clients from individual investors to institutional entities, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of proprietary and third-party solutions, including model portfolios and discretionary management, to deliver tailored investment advice.

Ryan Young is a financial advisor with Edward Jones in Fort Gratiot, 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 nationwide network of more than 23,700 advisors.

Joseph Mericka is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2010. Outside of his advisory role, he serves as a personal representative for an estate in Washington, MI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joseph Lewandoski is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2014. Outside of his advisory role, he is a high school basketball and soccer referee with the Michigan High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. 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.

Steven Beatty II is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he practices amateur photography and occasionally sells his work. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Theodore Korodan Jr. is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Betts is a financial advisor with Ameriprise in Fort Gratiot, MI, holding CFP® and ChFC® designations and over 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of advising, he is involved in independent insurance brokering, specializing in Universal Life products with Principal Life Insurance Company. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that include income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis, offering a range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jeffery Fox is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2023, he worked at Comprehensive Capital Management, Inc. and Comprehensive Asset Management & Servicing, Inc. for 14 years. He is also involved with Senior Resources, LLC and Physicians Preferred Planning, both non-investment related business entities. 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 portfolio programs, third-party asset management, and institutional platforms.

Doris Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and six years with the firm. She has a total of nine years of industry experience, including prior roles at Michelle Belesky and Brian Carten State Farm Agencies. 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 utilizing various investment strategies and supported by technology tools.

Adam Kotkoski is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 17 years of industry experience, including 18 years at Northwestern Mutual and its investment management division before joining J.P. Morgan in 2025. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Anderson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Stifel since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Anderson is involved in guiding recreational hunts through M & R Hunt Club, serves on the advisory board of the Salvation Army of Port Huron, and participates on the board of directors for the Port Huron Estate Planning Council. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Addison Wallace is a financial advisor at Ameriprise with a Series 66 designation and has been in the industry since 2024. Prior to joining Ameriprise, Addison worked in various roles including at Solitude Links Golf Course & Banquet Center and Michigan State University. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet certain asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated processes to support its advisory services and manages a broad range of investment, brokerage, and insurance solutions.

Evette Bonfiglio is a financial advisor at Osaic with two years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, Bonfiglio is active in real estate sales as a licensed sales associate and serves as a notary public and insurance agent, assisting clients with life and disability insurance policies. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a wide range of services such as brokerage, investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across multiple asset classes.