Bill Rautiola is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Ameriprise. His prior experience includes roles at LPL Financial LLC, Wealth Strategy Group LLC, and Superior National Bank. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering 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.

Clint Kakkuri is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera and its affiliated entities since 2021, as well as at VOYA Financial Advisors from 2014 to 2021. Prior to his financial services career, he spent 21 years at Upper Peninsula Dental. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party investment managers.

Thomas Mc Fadden is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Marquette, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Nathan Schmiege is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at several firms, including Infinex Investments, Wells Fargo Advisors, and Flagstar Bank, where he currently serves as a branch manager. 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, third-party asset management, and institutional platforms.

Tyler Vertin is a Series 66 licensed financial advisor with Edward Jones, based in Ishpeming, MI, with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at MSK Diagnostics and has held various roles in sports and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ashley Pease is a financial advisor with Ameriprise in Marquette, MI, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining Ameriprise in 2026, Pease worked at Hantz Financial Services, Inc. from 2008 to 2026. Outside of advising, Pease co-owns and rents refrigerated keg trailers for events. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports delivered in partnership with advisors like Pease. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Eric Luttinen is a financial advisor with Edward Jones in Ishpeming, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 2001. 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.

Scott Knaffla is a financial advisor at Ameriprise with 15 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role at Ameriprise since 2020, he was with Ameriprise Financial Services, Inc. for nine years. Knaffla serves on multiple nonprofit boards, including as Treasurer of the Lake Superior Community Partnership Foundation and Board President of Japhet School. Ameriprise is a large institutional firm offering retirement-income planning services targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic tools to support its advisory process.

Paul Heinonen is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, he performs guitar duties for musical productions at Northern Michigan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Peter Munson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Honor Credit Union and LPL Financial. He serves on the City of Negaunee Downtown Development Authority board and owns businesses focused on retirement solutions and tax preparation. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized needs such as business-owner transition and special-needs analysis.

Ryan Syrjala is a financial advisor with Wells Fargo Clearing in Marquette, Michigan, holding a Series 66 designation and six years of industry experience. He has previously worked at AIG/Valic Retirement Services and Hantz Financial Services, among other roles. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and supports clients through a combination of brokerage and advisory solutions.

Douglas Gordon is a CFP® certificant with 17 years of industry experience. He has been with Edward Jones since 2008 and is based in Marquette, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, operating under a fiduciary standard. The firm is notable for its large national network of advisors and branches, as well as affiliated capabilities including a trust company and proprietary funds.

Destiny Bullard is a financial advisor at Ameriprise with four years of industry experience and a Series 66 designation. Prior to joining Ameriprise, she worked at Hantz Financial Services and held various roles in educational institutions and the military. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax‑aware withdrawal strategies.

Scott Hendrickson is a financial advisor at Edward Jones in Marquette, Michigan, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Verso Paper Company for five years and had a brief tenure at Hagerty Construction and Design. He also serves as a basketball scorekeeper for Marquette Senior High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment solutions. The firm is notable for its extensive nationwide network of advisors and branches, as well as its affiliated trust company and proprietary investment products.

Brian Coleman is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise Financial Services, Flagstar Bank, Infinex Investments, and other firms. Coleman also serves as a financial advisor with Incredible Bank in Marquette, Michigan. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Cassandra Cox is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she worked at Range Bank and spent eight years with Eye Associates of Marquette. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive national network of financial advisors and branch offices, as well as its affiliated trust and mutual fund capabilities.

Katy Vogler is a CFP® professional with 11 years of industry experience, currently with Ameriprise Financial Services, LLC since 2022. Her prior roles include positions at LPL Financial LLC and Commonwealth Financial Network. Vogler serves as President of the Marquette County Police and Firefighter's Fund. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning with written recommendations and ongoing advice.