David Mc Govern is a financial advisor at Edward Jones in Frankenmuth, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he served 27 years with the Drug Enforcement Administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and advisory services supported by a large national network of advisors and branch offices.

Taylor Ranshaw is a financial advisor with Raymond James Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley for eight years and Michigan State University Federal Credit Union for one year. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Bellsky is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at LPL Financial since 2020 and previously served at Sigma Financial Corp from 2016 to 2020. Bellsky is also affiliated with Frankenmuth Credit Union, where he acts as an agent for fixed annuities. 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 other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and diverse financial services alongside its advisory platform.

Douglas Pastor is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and UBS Financial Services. Pastor is also involved with Integrity Investment Group, LLC, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm provides tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA employer consulting.

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.

Katrina Kaschinske is a financial advisor with Thrivent Investment Management in Frankenmuth, MI, holding a Series 66 designation and possessing 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of her advisory role, she serves as a Ministry Council member at St. Lorenz Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial planning topics. The firm combines planning with managed-account options under a consolidated billing system while maintaining separate planning and management services.

Kyle Robinson is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked for First Class Athletics for six years. Outside of advisory work, he is the president and owner of Monroe Ridge Properties LLC, a real estate business. 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 solutions, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Brian Birchmeier is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors and Primerica. In addition to his advisory work, Birchmeier is an author and is involved with several business entities for tax and investment purposes. 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 other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by technology tools for operational and research purposes.

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.

Kraig Pendleton is a financial advisor with Morgan Stanley, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2014-2015. Pendleton also serves as a trustee in a trust based in Rockford, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Kelly Crystal is the Senior Resident Director at Merrill, having joined the firm in 2009 as a Financial Advisor. With a focus on personalized financial strategies, Kelly collaborates closely with clients to address their long-term goals across various areas including retirement planning, college education funding, estate issues, business strategies, and life insurance needs. Her approach emphasizes providing outstanding service and education while staying attuned to changes in clients' family and business circumstances. Kelly holds a Bachelor's Degree in Finance from Michigan State University and a Master's Degree in Business Administration from Walsh College. Her prior experience includes ten years in Treasury and Finance within the automotive industry. She has earned professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Residing in Davison with her husband and three children, Kelly is active in community organizations including the American Red Cross-East Central Bay, the Grand Blanc Rotary Club, the Flint Women's Forum, and the Michigan State Genesee County Alumni Association. She serves on the Board for the American Red Cross-East Central Bay Chapter and as an advisory committee member for the Community Foundation Women and Girls Fund. Kelly enjoys spending time with her family, traveling, and coaching youth sports.

Todd Ferguson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. He previously worked at Wells Fargo Advisors and UBS Financial Services. He serves on the advisory board of the Davison Township Downtown Development Authority, managing grant requests for community beautification projects. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services that utilize analytical tools and supports municipal and public finance work through unique affiliations.

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.

Andrew Zietz is a financial advisor with Thrivent Investment Management in Frankenmuth, MI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2005. Outside of his advisory role, he is a one-third owner of SLIM Holdings, LLC, a property holding company in Frankenmuth. 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 planning focused on various financial topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.

Jacob Klocek is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities and Bankers Life & Casualty. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Kimberly Strnad is a financial advisor with Edward Jones in Flushing, MI, holding a Series 66 designation and bringing 26 years of industry experience, including 25 years at Bois Insurance Agency Inc. She currently serves as an elected school board trustee and vice president of Flushing Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Frank List is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He is approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Steven Masker is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp for 13 years and Frankenmuth Credit Union for over two decades. Masker also serves as a relationship manager for a credit union trust and is an agent for life and health insurance. 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 financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Michael Southgate is a financial advisor at Edward Jones in Frankenmuth, MI, holding a Series 66 designation with 16 years of industry experience, all with Edward Jones since 2010. Outside of advising, he is involved as treasurer and co-owner of Pine Island Association LLC and owns Pine Island Design LLC, a design studio. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of advisory programs under a fiduciary standard.

Dawn Swanson is a financial advisor at Ameriprise with four years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Outside of advising, she occasionally assists with a rare coin retail business co-owned by her family and works as a horse-drawn carriage driver in Frankenmuth, Michigan. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.