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.

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.

Thomas Hankins Sr. is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a nine-year tenure at Ameriprise Financial Services. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cara Keay is a Series 66-licensed financial advisor with Edward Jones in Owosso, MI, and has 18 years of industry experience. She has been with Edward Jones since 2007. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alan Sjoberg is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has been affiliated with Primerica Financial Services since 1997 and operates an additional business outside of investment services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio recommendations and discretionary management.

Joseph Hamo is a financial advisor with Wells Fargo Clearing in Grand Blanc, MI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2010 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a trustee for his father's trust. 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 options. The firm’s process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gary Denis is a financial advisor at Stifel with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2020, following an 11-year tenure at Ameriprise Financial Services, Inc. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

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.

David Minarik is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. He is based in Owosso, MI. Outside of his advisory role, he is involved with Minarik Properties LLC, a rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 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 Reiber is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Outside of his advisory role, he manages a farm property that generates income from crop rentals. Ameriprise serves clients approaching or in retirement, offering a retirement-income planning service that includes written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice, focusing on clients with significant investable assets and emphasizing the use of Ameriprise-managed accounts.

Audrey Salander is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million 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 about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Teresa Mcclelland Sargent is a CFP® professional with 27 years of industry experience, currently serving at OSAIC in Flint, MI. She has been with OSAIC since 1998 and also operates Financial & Tax Planning of Flint, Inc. Outside of her advisory role, she is Chairman of Back to the Bricks Inc. and serves as a notary and attorney-in-fact for family members. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and managed account solutions. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and diversified portfolios, and supports multiple advisory platforms and legacy programs.

Alan Rohde is a financial advisor with Cetera who holds the PFS™ and Series 63 designations and has 32 years of industry experience. He has worked at Cetera since 2004 and has a longstanding association with Yeo & Yeo, providing accounting services as an independent contractor. He is also a member of Rmr Lake Life LLC, a family vacation property maintenance business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that incorporates both affiliated and third-party managers.

Rory Keay is a Series 66 licensed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jason Brown is a financial advisor at OSAIC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OSAIC since 2007. Brown also provides administrative support at Financial & Tax Planning Inc. He serves as attorney in fact for his mother. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing firm-provided asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

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.

Keith Holzwarth is a financial advisor with Stifel in Flint, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

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.

Anthony Lauzon is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes nine years at Ameriprise Financial Services before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.