Jack Steele is a financial advisor with SPC in Flint, MI, holding a Series 66 designation and 23 years of industry experience. He previously worked at Axa Advisors, LLC for 16 years before joining Sigma Planning Corporation and Sigma Financial Corporation in 2017. Outside of his advisory role, he serves as a board member of the Wolverine Free Methodist Church in Wolverine, MI. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary investment options.

Jessica Grybel is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Stephens Wealth Management Group, Raymond James Financial Services, Inc., and Wells Fargo Advisors, LLC. Outside of her advisory role, she serves as Forum Co-Chair for the Women’s Exchange of Washtenaw, where she helps plan an annual fall forum. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer (OCIO) solutions to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jason Guenther is a CFP® professional with 23 years of industry experience. He is currently affiliated with Beacon Pointe Advisors, LLC and Beacon Pointe Insurance Services, LLC, where he also serves as an insurance agent. Prior to joining Beacon Pointe, he worked at Stephens Wealth Management Group for 13 years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using proprietary due diligence and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Steven Rainey is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Money Concepts Capital Corp since 2000 and has operated MCLR Financial Inc., an accounting and income tax preparation business, since 1986. Rainey also serves as a board member of the Michigan Society of Enrolled Agents. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a mix of model portfolios, advisor-designed portfolios, and third-party sub-advisers, offering both discretionary and non-discretionary account structures.

Steven Hartman is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 18 years of industry experience. His prior firms include Ameriprise Financial Services, LLC and CUNA Brokerage Services, INC. He serves as Board Member President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life improvements. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment model combining third-party and proprietary portfolio strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Marcelo Flores is a financial advisor with The Huntington Investment Company in Flint, MI, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and various advisory and financial services firms. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party and affiliate investment options.

Dennis Poulos is a financial advisor with Eagle Strategies (NY Life) based in Flint, MI, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including 25 years at Eagle Strategies and long-standing roles with Nylife Securities Inc. and New York Life Insurance. He serves as an officer with the Bristol-Miller Office Park Association, a non-investment-related community role. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base of individuals, institutions, and plan sponsors. The firm emphasizes tailored advice across multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andreas Shick is a CFP® with six years of industry experience, currently serving as a financial advisor at Savant Wealth Management. Prior to joining Savant, he worked at Grand Capital Advisors, LLC, and was self-employed for one year. Outside of his advisory role, he is the chief financial officer of Cousin's Car Wash, LLC, a non-investment related business. Savant Wealth Management provides comprehensive wealth management, financial planning, and related services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based asset allocation with actively managed strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Tyler Stephens is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Stephens Consulting, LLC and Raymond James Financial Services. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using third-party independent managers and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Michael Gudith is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Brandi Harris is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and nine years of industry experience. She was previously self-employed from 2015 to 2017 before joining Ameriprise. Outside of advising, she is involved in operational consulting, providing administrative client services. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to create tailored, non-discretionary advice through a centralized consulting team.

Michael Lowther is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2008, specializing in providing special services to his clients. With over 19 years of experience in the financial services industry, Michael focuses on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, special needs planning strategies, and retirement income. Michael holds a Bachelor's Degree from Central Michigan University and is recognized as a Personal Investment Advisor (PIA). He lives in Clarkston with his wife Lindsay and their two children. Outside of his professional work, Michael enjoys cooking, football, golfing, racquetball, reading, running, skiing, and spending time with his family. He is also involved in community activities including Easter Seals and Special Olympics.

Ronald Walli is a financial advisor at Raymond James Financial with 10 years of industry experience and holds a Series 66 designation. He has worked with Raymond James Financial Services since 2015 and operates Ron Walli Investments, LLC, where he handles bookkeeping. Outside of financial advising, he is the owner and proprietor of The Weed Lady, a business he has managed since 1997. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Paul Schluckebier is a financial advisor at Stifel with 42 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he serves on several local boards, including the Memorial Healthcare Development Board as Secretary, and participates in a scholarship investment committee. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning decisions.

Ted Himelhoch is a financial advisor with Ameriprise in Swartz Creek, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he owns Tnelson Marketing and Promotions and participates in a study group that develops questions for Michigan insurance exams. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Samuel Forsyth is a Series 66 licensed financial advisor with LPL Financial, based in Chesaning, MI. He has four years of industry experience and has worked at LPL Financial since 2021. Outside of his advisory role, Forsyth serves as a track and field coach at Chesaning Middle School and as an assistant coach at Chesaning High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Bradley Jerome is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and having 23 years of industry experience. He has worked at LPL Financial since 2026 and previously held positions at Royal Alliance and Founders Financial Securities, LLC. Jerome is president of Legacy Financial Group, Inc., where he also leads the asset management arm, Legacy Investment Strategies. 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 range of financial planning and advisory programs, including model portfolios and research from LPL Research and third-party subadvisors, along with various technology-supported solutions.

Jamar Baker is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2016 before joining various Fidelity entities starting in 2016. Outside of his advisory role, he serves as an ordained Christian minister involved in church leadership and pastoral duties. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, with capabilities that include discretionary management, fund advisory, and delivery of model portfolios to intermediary platforms.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mueller has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Thomas Alpin is a financial advisor with LPL Financial in Grand Blanc, MI, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior roles include positions at Cetera Investment Advisers, Genisys Credit Union, JPMorgan Chase Bank, and JPMorgan Securities LLC. He has concurrent involvement with Genisys Credit Union, where he has worked since 2020. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.