Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2020 before joining Stifel Nicolaus & Co. Inc. in 2020. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, Michigan. He holds Series 63 and Series 65 registrations and has nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and Verizon Wireless. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting strategies that include strategic and tactical allocations, direct indexing, and alternative exposures.

Abdalhakim Khirfan is a financial advisor with LPL Financial in Flint, MI, holding Series 63 and Series 65 credentials and offering 38 years of industry experience. His prior experience includes roles at Questar Capital Corporation and Securities America. Outside of advising, he is involved in tax preparation and accounting through Khirfan Benefits, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, and institutional platforms, with advice delivered through a broad network of investment adviser representatives using customized strategies and third-party subadvisors.

Gary Fisher is a financial advisor with LPL Financial in Flint, Michigan, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior work includes roles at Oak Point Financial Group and Uvest Financial Services Group. Outside of his advisory role, he is an author of several books and materials focused on marketing, motivation, and professional development, and he occasionally teaches business courses as adjunct faculty at Olivet College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Brock Cooper is a financial advisor at Morgan Stanley with 20 years of industry experience. His career includes roles at Merrill, TIAA-CREF, and multiple positions within Morgan Stanley and its Private Bank division. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Andrew Reger is a Series 66 credentialed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2018. He has eight years of industry experience and previously spent 22 years at Chesaning Union Schools. 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, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices nationwide.

Jared Whittey is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., FIFTH THIRD SECURITIES, Inc., and Banc One Securities Corporation. He is also an enrolled agent providing tax preparation services through Financial Tax Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment approaches through its extensive network of advisors and incorporates various operational and research tools in its platform.

Heidi O'dea is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Raymond James for 14 years. Heidi serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and advisory services with various portfolio management styles and is notable for its municipal advisory services and extensive affiliate network.

Sailey Sey is a financial advisor with Ameriprise in Swartz Creek, MI, holding the Series 63 and Series 66 designations and bringing 14 years of industry experience. Sey’s prior experience includes roles at The Huntington Investment Company, Bank of America, Merrill, and JP Morgan Chase. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service. The firm’s approach integrates proprietary research, third-party data, and algorithmic tools to develop tailored recommendations within a selective investment universe.

Kendall Wright is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and providing 35 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Outside of his advisory role, he serves as president of the Stonebridge Office Park Condo Association and is involved in consulting for a food and beverage services business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, utilizing various portfolio management platforms and both discretionary and non-discretionary strategies.

Matthew Fergerson is a financial advisor at Edward Jones holding Series 63 and Series 65 credentials. He has one year of industry experience, with prior roles at LPL Financial LLC and a sixteen-year tenure at Biomat USA/GRIFOLS. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Julie Russ is a financial advisor with Wells Fargo Clearing in Flint, Michigan, holding Series 63 and Series 65 licenses and 32 years of industry experience. She has been with Wells Fargo Clearing since 2016. In addition to her advisory role, Russ serves as a notary public and acts as the personal representative for her domestic partner's estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external data providers.

Adam Slaughter is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and seven years of industry experience. He worked at Vic Bond Sales for 12 years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory and investment services supported by a large nationwide network of financial advisors and branch offices.

Jonathon Hollabaugh is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Ameriprise Financial Services, having joined in 2026, and previously worked at The Huntington Investment Company and Edward Jones. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Richard Lewis II is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Airgas USA, LLC for twelve years. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of over 23,700 financial advisors nationwide.

Julie Kenrick is a financial advisor with Raymond James Financial in Fenton, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been involved with Raymond James Financial Services, Inc. since 1996 and currently owns and serves as president of Lakeside Wealth Management. 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, corporations, and institutional organizations. The firm emphasizes tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Jacob Lee is a financial advisor with LPL Financial in Flint, Michigan, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Grand Valley State University, Total Benefit Systems Inc., Blue Cross Blue Shield of Michigan, Engineered Products Company, and the University of Michigan. Outside of his advisory role, he has continued his involvement with Total Benefit Systems, which operates in non-variable insurance. 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 broad range of financial planning and investment management services through a network of over 22,800 advisors.

Travis Schlatter is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. He has worked at Edward Jones since 2019 and previously held positions at Keynote Financial Services and various educational institutions. Outside of his advisory role, Schlatter serves as president of Schlatter Rentals LLC, managing rental property activities in Bay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

James Lang is a financial advisor with Ameriprise in Grand Blanc, MI, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameriprise since 2005. Lang serves as Vice President and sits on the Board of Directors for the Grand Blanc Baseball Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary retirement income recommendations through a centralized consulting team.

Mark Mikolajczak is a financial advisor with Wells Fargo Clearing in Flint, MI. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions.