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.

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 in Flint, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services and Questar Asset Management and Questar Capital Corporation. Outside of his advisory role, 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 individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Timothy Bright is a financial advisor with LPL Financial in Swartz Creek, MI, holding a Series 66 designation and 21 years of industry experience. His prior firms include J.P. Morgan Securities and Chase Investment Services Corp. He also operates Bright's Tax Service, providing tax preparation and accounting services. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad set of financial products.

David Newbill is a CFP® professional with 28 years of industry experience. He is currently with Cambridge Investment Research Advisors and has worked previously at Regal Investment Advisors LLC and Creative Financial Designs, Inc. Outside of advisory work, he serves as a Planning Commission Board Member for Groveland Township, Michigan. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a network of financial professionals. The firm manages a multi-billion dollar asset base and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Jillian Dedic is a financial advisor with Wells Fargo Advisors in Owosso, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Clearing before joining her current firm. She is also a 15% owner of Parson Management LLC, operating under Parson/Dedic Wealth Management Group. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. Advisors use firm research and tools to develop tailored recommendations delivered through meetings and client summary letters.

Andrea Attwood is a financial advisor at Stifel with 15 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2017 and previously worked at Wells Fargo Clearing for one year. Andrea holds a Series 66 designation and is also a Notary Public. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.

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.

Paul Parson is a financial advisor with Wells Fargo Advisors in Owosso, Michigan, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, Parson is involved in several financial-related business activities, including ownership and management roles in affiliated firms and trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, providing a broad range of planning services to clients who meet net-worth thresholds.

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.

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.

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.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and at Fowlerville High School for one year. Outside of advising, he is the CEO of Spanky Supply, a small business he runs managing social media engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

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.

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.