Garrett Turner is a financial advisor at Hantz Financial Services, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been with Hantz Financial Services since 2010. Hantz Financial Services serves a diverse client base including individuals, high-net-worth households, pension plans, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and integrates advisory, brokerage, mortgage, and insurance services.

Holly Macdonald is a CFP®-certified financial advisor with 13 years of industry experience, currently serving at Cambridge Investment Research Advisors. Her background includes roles at Cambridge Investment Research, Inc., CIA Financial Group, and LPL Financial, LLC. Outside of advising, she is a notary and an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Lori Stephenson is a Series 66-licensed financial advisor with Stifel in Saint Clair, MI, and has 17 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. In addition to her advisory role, she is a commissioned notary. Stifel serves a diverse client base that includes individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and model allocations intended to assist client decision-making.

Domenico Consiglio is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Securities America, Inc., Ohio National, and Cherokee Insurance. Consiglio is also a licensed life insurance agent, selling term and permanent policies. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that may include a range of securities and alternative investments.

Haley Tiseo is a financial advisor at Edward Jones in New Haven, MI, holding a Series 66 designation. She has one year of experience at Edward Jones, following prior roles at Pinnacle Inc./Alpha Medical and positions in fitness and wellness. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Scott Jones is a financial advisor at Ameriprise with 19 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise, he spent 17 years at The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kathleen Cook is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing five years of industry experience. She previously worked at Timothy P Bogert / AmericaGroup from 2013 to 2020 and has been associated with both LPL Financial and Tarr Financial since 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Cory Shivers is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. He has previously worked at Cambridge Investment Research and Sigma Planning Corporation among other firms. Outside of his advisory role, Shivers is involved as a realtor with Epique Realty and serves as president of CTS Financial Inc., providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of over 10,000 advisors.

Maria Bongiovanni is a financial advisor with OSAIC in Washington, Michigan, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. Her career includes roles at Aurora Securities and Concorde Investment Services, along with ongoing involvement in tax preparation and multiple investment-related business activities. She also serves as treasurer for The Guiding Star Foundation, a nonprofit organization. OSAIC serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs asset-allocation tools, efficient-frontier analysis, and third-party money managers to construct portfolios encompassing a broad range of investment vehicles.

Anthony Wyzynajtys is a financial advisor with Edward Jones, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at Capital Group/American Funds and Flexible Plan Investments. Outside of his advisory work, he owns a rental property in Fishers, Indiana. Edward Jones is a full-service wealth management firm serving a range of individual and institutional clients. The firm offers a variety of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Charles Alley is a financial advisor with Edward Jones in Saint Clair, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he spent 31 years working for the East China School District. 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 under management through a large network of advisors and branch offices, offering various investment strategies and affiliated financial products under a fiduciary standard.

Daniel Krauskopf is a CFP® professional with 17 years of industry experience, currently practicing at Raymond James Financial in Marysville, MI. He has served on the finance committee of Saint Christopher church since 2019, where he oversees budgets and expense monitoring. Krauskopf also sells fixed annuities and life insurance through Eschels Financial Group and operates Beacon Wealth Group. 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, pensions, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals across a broad advisor network.

Drew Carpenter is a financial advisor with LPL Financial, holding a Series 66 designation and entering the industry in 2025. His professional background includes roles at Tarr Financial, Allegis Global Solutions, ESS - Willsub, Michigan Tech University, Rick Hendrick Chevrolet, Northwood University, and Oxford High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools and a broad platform incorporating insurance and credit services.

Christopher Righi is a financial advisor at Cambridge Investment Research Advisors with four years of industry experience. He holds a Series 66 designation and has worked with various entities including Artisan Capital Management and Envolve Pharmacy Solutions. Outside of finance, he is a professional musician who plans and performs music for events. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Alexander Oaks is a financial advisor at Thrivent Investment Management based in Macomb, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for five years and has experience in the hospitality industry with Beau's Grillery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through financial advisors, focusing on holistic, goal-based financial planning without discretionary trading authority. Their planning services cover a range of topics and can be combined with managed-account programs under a consolidated billing option.

Conor Walters is a financial advisor with LPL Financial holding a Series 66 designation and five years of industry experience. His prior roles include positions at Hantz Financial Services and two years in golf-related businesses. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and asset management solutions, including model portfolios and institutional platforms.

Zdenka Jones is a financial advisor at Ameriprise with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and previously worked at The Huntington Investment Company for 18 years and Comerica Securities for one year. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice and written Recommendation Reports, focusing on dependable income sources and tax-aware withdrawal strategies.

Patrick Mcgrath is a financial advisor with LPL Financial in Washington Township, MI. He holds the CFP® designation and Series 63 license, with 28 years of industry experience. Prior to joining LPL Financial in 2009, he worked at the Center For Wealth Planning, Inc. from 2006 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies across various platforms.

Kyle Newman is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he was involved with Newman Dynamics LLC and held roles at Earth Science Agency and ACME Geologic Consulting. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of mutual funds, ETFs, and ETPs. The firm serves multiple registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Lisa McGrath is a financial advisor with LPL Financial, holding a Series 63 designation and 26 years of industry experience. She has been with LPL Financial since 2009 and previously worked at the Center For Wealth Planning, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a broad network of investment adviser representatives.