Hailey Pullano is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company, The Huntington National Bank, and Wells Fargo. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Janis Brown is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Wells Fargo for 15 years. 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 solutions supported by a large nationwide network of financial advisors and branch offices.

Stephanie Siler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones for a total of 20 years, including her current role since 2026. Outside of her advisory work, she has worked part-time in retail jewelry sales at Sterling Jewelers in Midland, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

Jason Holyszko is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked with Merrill and Wells Fargo Clearing since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Doak Stolz is a financial advisor at Stifel with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2018, he worked at Wells Fargo Clearing from 2016 to 2020. Stolz serves on the board of the Physician Associates of MidMichigan Community Medical Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to support clients’ financial planning decisions.

Tammy Mentel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its diversified investment approach.

Lynn Maclean is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years before joining Baird in 2019. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and proprietary research.

Gregory Garl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has served as an agent for group health plans and provides various life and health insurance products. 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, model portfolio programs, and institutional platforms, supported by a large network of advisors and a diverse suite of resources.

Sarah Holmes is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. She has worked with Cetera and its affiliates since 2013 and is also the owner of Smith & Company Financial Services. Outside of her advisory work, Holmes serves as treasurer for Hemlock Youth Baseball and Softball, managing the organization's finances. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers to tailor investment solutions.

Matthew Mieske is a CFP® professional with 25 years of experience at LPL Financial. Based in Freeland, MI, he has worked at LPL since 2001. Outside of his advisory role, Mieske serves as a radio color commentator for the Great Lakes Loons, a Midwest League professional baseball team. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Meredith Le Baron is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She has been with Edward Jones since 2013, based in Midland, MI. 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.

Jeffrey Parker is a financial advisor with LPL Financial in Midland, MI, holding Series 63 and Series 65 credentials and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities and Hantz Financial Services, Inc. He is also associated with the Retirement and Investment Center located at Dow Chemical Employees' Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various technology tools and a broad array of financial products.

David Drysdale is a financial advisor with Ameriprise Financial Services in Midland, MI, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior roles include positions at Royal Alliance, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Hantz Financial Services. Outside of his Ameriprise role, he is involved in independent insurance brokering focused on disability income and manages an advisory business at Blumark Financial Advisors LLC. 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 written retirement income recommendations and ongoing planning advice, employing research and algorithmic tools to support tax-aware withdrawal strategies and income planning.

Shannon Astrike is a financial advisor with Cetera in Midland, MI, holding Series 63 and Series 65 registrations and 27 years of industry experience. She has worked at Cetera since 2004 and owns Astrike Advisory LLC and Astrike Financial PLLC, where she also practices as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services with a multi-manager platform and notable scale, managing over $256 billion in assets.

Lexi Astrike is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Her prior work includes roles at CliftonLarsonAllen and Clark Capital Management Group, as well as founding Astrike Financial PLLC. She also operated the Bittersweet Quilt Shop LLC in 2021. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering a variety of portfolio management and financial planning services through a large network of independent advisors.

Dustin Smith is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Outside of his advisory role, he assists with a family woodworking business, helping with sales and craft shows. He also serves on a local Board of Education in Bay City, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to develop personalized recommendations. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kristopher De Grow is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at Ameriprise and its affiliate since 2006. Outside of his advisory role, he operates DeGrow Consulting, providing coaching and consulting services to Ameriprise financial advisors focused on staff training, system development, and financial planning process efficiencies. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support clients, with a centralized consulting team delivering non-discretionary recommendations in collaboration with advisors.

Justin Herbolsheimer is a financial advisor at Edward Jones with 16 years of industry experience. He has held his current role at Edward Jones since 2009 and holds the Series 66 designation. Outside of his advisory work, he operates a small farm in Bay City, MI, where he farms pumpkins each fall. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Timothy Mantyla is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Cetera Advisors LLC and Ameriprise Financial Services Inc. He is also a co-owner of a real estate business outside of his advisory work. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Hunter Keim is a financial advisor at Robert Baird & Co. with a Series 66 designation and two years of industry experience. He has held roles at several organizations including EXP Realty and Mid Michigan College, as well as involvement with The Wanderheart Project / Life Unplugged. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. Baird combines internal research and manager oversight with innovative strategies including tax management and model-traded SMA approaches, managing approximately $394 billion in assets as of the end of 2025.