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.

Taylor King is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and one year of industry experience. Prior to joining Thrivent, King worked at the Department of Defense and has a background that includes roles at Lucianos and Aloia & Associates. Outside of advisory work, King is the CEO and founder of Naturally King LLC, a business that sells all-natural skincare products through local vendor shows. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written, holistic financial planning that covers a broad range of topics but does not include implementation of recommendations. The firm’s approach combines planning with managed-account programs under a consolidated billing option while maintaining separate service functions.

Daniel Roberts is a financial advisor at Morgan Stanley with 25 years of industry experience. He has held positions at Morgan Stanley since 2016 and previously worked at Merrill from 2003 to 2006. He holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

William Mahaffey is a financial advisor at Thrivent Investment Management with a Series 66 credential. He has held roles at Thrivent Financial and AO Globe Life, and previously managed Four Seasons Kangaroof for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on goal-based, holistic planning without discretionary trading authority.

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 65 and Series 63 licenses and having five years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, St. Clair County Community College, and McLaren Port Huron. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Ashlyn Klaski is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked in various roles including positions at Garber Buick Company, Gateway Financial Services, and Perani's Hockey World. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

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 holding the ChFC® designation and Series 63 license, with 33 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at MML Investors Services, MassMutual Life Insurance Company, and Northwestern Mutual Investment Management. Outside of advising, he serves as president of the Fort Gratiot Business Association and is chairman of planned giving at McLaren Port Huron. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

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.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Steven Reauso is a financial advisor with Ameriprise in Macomb, MI, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at The Huntington Investment Company, Citizens Securities, Oppenheimer, and PNC Wealth Management. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement planning through written Recommendation Reports and ongoing advice centered on income sources and tax-aware withdrawal strategies.

James Winiarski is a financial advisor at Ameriprise with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Huntington Investment Company since 2012 before joining Ameriprise in 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning with a focus on dependable income and tax-aware withdrawal strategies.

Joseph Mericka is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and Merrill. Outside of his advisory role, he serves as the personal representative for a family estate. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm utilizes research and analytics to support its diversified investment approach and offers brokerage and advisory solutions across a broad range of financial products.

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 a two-year tenure at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology 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.