James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as President of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Lerma is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Drew Goodrich is a financial professional with Cetera who holds Series 63 and Series 66 credentials and has 14 years of industry experience. He has worked with Cetera and its affiliates since 2015 and is also employed at Dort Financial Credit Union, where he provides financial services. Additionally, he sells fixed insurance products including life, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers across multiple program structures.

Jeffrey Trares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at JP Morgan Chase Bank, N.A. since 2003 and at J.P. Morgan Securities, LLC since 2020. Outside of his advisory role, he is a signer on his daughter’s business banking accounts for Full Circle Farms LLC, a horse riding, training, and boarding facility, though he is not involved in its operations. 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 delivers these services alongside affiliated brokerage and investment management capabilities, with recommendations made on a non-discretionary basis.

Katrina Johnson is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. 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.

Collin Reinert is a financial advisor with LPL Financial in Frankenmuth, MI, holding a Series 66 designation and two years of industry experience. His work history includes roles at Frankenmuth Credit Union and Central Michigan University, as well as experience in the food industry with Kern's Sausage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches.

Morgan Swank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morgan worked at Wentworth Real Estate Group, Applied Innovation, Rachor Financial, and Sleep Number Corporation. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Spencer Schneider is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at United Wholesale Mortgage and Sorrento Pacific Financial, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

William Protasiewicz Jr. is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018. Prior to his finance career, he was employed at Tractor Supply Co. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Kellie Palm is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, with a concurrent tenure at JPMorgan Chase Bank, N.A. dating back to 1995. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis with clients retaining final decision authority.

Jeremy Smith is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan entities since 2008. Outside of his advisory role, he is the owner and partner of Really Real Reelz LLC, a social media company developing online content platforms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process to inform non-discretionary advice.

Bianca Adamo Leece is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 23 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2003 and at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alexander Bowden is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Kalamazoo College Fitness Wellness Center and Kalamazoo College, and held positions at Dr. Wax Orthodontics and Flushing School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Arianna Casto is a financial advisor with Thrivent Investment Management in Montrose, MI. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Hantz Financial Services, Great Lake Investment Advisors, and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while keeping planning and investment management services distinct.

Eric Baarck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He serves as a board member of the Frankenmuth Conservation Club, which provides hunter safety courses and promotes natural resource conservation. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics without providing implementation services or discretionary portfolio management.

Barry Jones is a financial advisor with Equitable Advisors in Davison, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2001 and previously worked at Axa Advisors, LLC for 19 years. Outside of his advisory work, Jones serves as a varsity volleyball coach for Lapeer Community Schools. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

David Pendleton is a financial advisor with Morgan Stanley in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. Pendleton serves as a director of Frankenmuth Mutual Insurance Co. and holds board positions with the St. Lorenz Foundation and the Frankenmuth Community Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Elaine Parlberg is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2020 and concurrently serves at Frankenmuth Credit Union, where she has been involved since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

James Bentley is a financial advisor with OSAIC in Flint, MI, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Cetera Advisors LLC and Paragon Financial Services, LLC, the latter of which he owns and where he provides tax preparation, payroll oversight, and business consulting in addition to financial services. Bentley also has experience as an insurance agent. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Shane Heddy is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with LPL Financial. He has previously worked at firms including Osaic Wealth, West Financial Planning, and Legacy Financial Group. Outside of his advisory work, he owns a woodworking business selling furniture online and co-creates and publishes music. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and brokerage solutions supported by model portfolios and research from multiple sources.