Kellie Palm is a Series 66-licensed advisor at J.P. Morgan Securities with 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a long tenure at JPMorgan Chase Bank, N.A., beginning in 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative and qualitative analysis.

Jeremy Smith is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2025. Outside of his advisory role, he is the owner of Really Real Reelz LLC, a social media company focused on generating advertiser interest through Facebook and Instagram platforms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

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.

Bianca Adamo Leece is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to support model asset allocations, with a program that incorporates ESG considerations and broader derivatives and commodities 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 at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Her work history includes roles at Thrivent Financial, Hantz Financial Services, and Great Lake Investment Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering a broad range of topics and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

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.

Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with LPL Financial since 2021 and also operates MMB Associates LLC, while maintaining a teaching role at Chesaning Union Schools since 2009. Outside of advising, he is involved in insurance brokerage activities. 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 portfolio programs, and institutional platforms, with advice and account management delivered by a large network of investment adviser representatives.

David Hood is a financial advisor with Stifel in Owosso, Michigan, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo Clearing and Serra Traverse City, and served at Northwood University. Outside of his advisory role, Hood is actively involved in his community as a volunteer firefighter and holds multiple nonprofit board positions, including vice president of the Shiawassee Goodfellows. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, while clients retain discretion over implementation.

Benjamin Burgoyne is a financial advisor at Stifel in Owosso, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Michigan State University and as a public safety officer at Sandy Pines Recreational Community, a seasonal campground. At Sandy Pines, he is involved in guest services and security monitoring. Stifel serves a diverse client base including individuals, institutions, 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 financial planning.

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 in Frankenmuth, MI. She holds a Series 66 designation and has 17 years of industry experience. Her career includes roles at Frankenmuth Credit Union, SPC, Sigma Financial Corporation, Mutual of Omaha Investor Services, and Thrivent Investment Management. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

James Bentley is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Cetera Advisors LLC and Kevin R Douglas, CPA. Bentley is also the owner of Paragon Financial Services, LLC, where he provides tax preparation, small business consulting, and life insurance sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a range of investment strategies and programs across affiliated broker-dealer and registered investment adviser relationships.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Austin Wendling is a Series 66-credentialed financial advisor with Edward Jones, based in New Lothrop, MI. He has three years of industry experience, including previous roles at Hantz Financial Services and a background at Central Michigan University. Wendling joined Edward Jones in 2024 and has been with the firm since then. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Steven Hartman is a financial advisor with Ameriprise in Flushing, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, CUNA Brokerage Services, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He serves as Board President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life issues. 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 planning advice based on comprehensive investment research and tax-aware strategies.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Waddell & Reed, Inc. for 15 years and has been involved with several local organizations, including the Chesaning Chamber of Commerce and the Downtown Development Association. Outside of his advisory role, he is active with Trinity United Methodist Church and manages MMB Associates LLC, a business entity established for tax and investment purposes. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, and emphasizes a combination of model portfolios, customized strategies, and technology tools across its extensive network of advisors.

Raleigh Horne Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial and its affiliate since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports comprehensive advisory programs and institutional consulting across a large advisor network.

Cole Launius is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Epitec, Dort Financial Credit Union, Nestle, UPS, and Big Johns. Launius is based in Frankenmuth, Michigan. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers for over two decades. Outside of his advisory role, he is involved with Pine Hollow Home Association and MMB Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.