Benjamin Dollard is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves as Treasurer on the Board of Directors for the Humane Society of Midland County. Ameriprise provides a retirement-income planning service tailored for individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brendan Flack is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has previously worked at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Prior to his financial services career, he was involved in education and other roles, including work with Oscoda Area Schools and the Superior Watershed Partnership. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies. Their programs combine in-depth investment research with algorithmic tools and provide ongoing advice through a centralized service team working alongside client advisors.

Janis Brown is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining Edward Jones in 2024, she worked at Wells Fargo from 2009 to 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of 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 19 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Doak Stolz is a CERTIFIED FINANCIAL PLANNER™ professional with 39 years of industry experience. He is currently with Stifel Nicolaus & Co Inc and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stolz serves on the board of a community medical foundation in Michigan. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities. The firm provides brokerage and investment advisory services using a proprietary investment methodology developed by its Investment Strategy Group.

Tammy Mentel is a financial advisor with Wells Fargo Clearing in Midland, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Lynn Warner is a financial advisor with Robert Baird & Co. in Midland, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Prior to joining Baird in 2019, Lynn worked for J.J.B. Hilliard, W.L. Lyons, LLC for 10 years. Lynn is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of in-house and third-party managers and strategies tailored to client goals and risk tolerances.

Gregory Garl is a financial advisor with LPL Financial in Freeland, MI, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has experience as an agent for group health plans and sells various insurance products including life, health, disability, and long-term care. 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 advisors. The firm offers a range of financial planning and advisory services, including retirement plan consulting and model portfolio management, with access to research from internal and third-party sources.

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 financial advisor with LPL Financial in Freeland, MI, holding CFP® and Series 63 credentials and with 25 years of industry experience, all at LPL Financial since 2001. Outside of his advisory role, he has served as a color commentator for the Great Lakes Loons, a minor league baseball team, and is involved in a family business called Great Lakes Quilts-N-More. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, he is involved with the Retirement and Investment Center located at Dow Chemical Employees' Credit Union in Midland, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, supported by research and model portfolios, with both discretionary and non-discretionary management options.

David Drysdale is a financial advisor with Ameriprise Financial Services and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, having previously worked at Royal Alliance, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Hantz Financial. Outside of Ameriprise, he is involved in independent insurance brokering and manages an advisory business through Blumark Financial Advisors LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing a combination of internal research and third-party tools to deliver non-discretionary, tailored recommendations.

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.