Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers, and he has also been involved with MMB Associates LLC since 2014. In addition to his advisory work, Maier is engaged in educational activities with Chesaning Union Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology-driven portfolio management solutions.

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. Outside of his advisory role, he works as a Public Safety Officer at Sandy Pines Recreational Community, a seasonal campground serving families and retirees. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Jeffrey Snider is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1992. Outside of his advisory role, he is involved in life and health insurance sales through his own business, Jeff Snider Financial. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools, focusing on investment strategies rather than specific product recommendations.

Andrew Atherton is a financial advisor with OSAIC based in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and Questar Asset Management/Questar Capital Corporation. Atherton owns Encompass Tax & Investment Group LLC, which provides tax preparation and accounting services for individuals and businesses. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services supported by multiple platforms and third-party managers. The firm employs a range of portfolio construction tools and manages accounts on both discretionary and non-discretionary bases.

Timothy Bright is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2015, including its predecessor entity, and was previously with The Huntington Investment Company. In addition to his advisory role, he operates Bright's Tax Service, offering tax preparation and accounting services. 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, with both discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

David Newbill is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he serves as a Planning Commission Board Member in Groveland Township, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Jillian Dedic is a financial advisor at Wells Fargo Advisors with 12 years of industry experience. She holds the Series 65 and Series 63 designations and has been with Wells Fargo in various capacities since 2012. Outside of her role at Wells Fargo, she has a 15% ownership interest in Parson Management LLC, operating under Parson/Dedic Wealth Management Group. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs on a discretionary basis.

Andrea Attwood is a financial advisor at Stifel with 14 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2017. Prior to that, she held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. She also serves as a Notary Public in Flint, Michigan. Stifel serves a broad client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing guidance through forward-looking capital market assumptions and probabilistic modeling.

James Bentley is a financial advisor with OSAIC in Flint, MI, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Cetera Advisors LLC and Paragon Financial Services, LLC, the latter of which he owns and where he provides tax preparation, payroll oversight, and business consulting in addition to financial services. Bentley also has experience as an insurance agent. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

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.

Paul Parson is a financial advisor with Wells Fargo Advisors in Owosso, Michigan, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Parson also holds ownership roles in several investment-related businesses, including Parson Management, LLC, and Parson Dedic Wealth Management Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. He is also involved with the Chesaning Chamber of Commerce, Downtown Development Association, and Trinity United Methodist Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

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.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and spent one year at Fowlerville High School. Outside of finance, Sizemore is the owner and CEO of Spanky Supply, a business he has operated since 2013 that involves direct customer engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and public entities. The firm offers financial planning and consulting services with a focus on tailored, non-discretionary advice supported by a broad range of portfolio management styles and affiliated research.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes 26 years at Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved with the Pine Hollow Home Association and operates MMB Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and technology.

Kent Kern is a financial advisor with Edward Jones in Clio, MI, holding the ChFC® designation and securities licenses Series 63 and Series 66. He has 24 years of industry experience, including 14 years at Edward Jones. Kern serves as Vice President of the Clio Chamber of Commerce. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Christopher Rodriguez is a CFP® professional with 12 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit entities, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.