Leif Peterson is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, following seven years at Royal Alliance. In addition to his advisory role, Peterson is involved with LEP Consulting, PLC, providing tax preparation and accounting services, and serves as a board member for the Gaslight Condominium Association in Bay City, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven solutions.

Timothy Holsworth is a CFP® with 40 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked with Raymond James since 1997 and is also the owner of AHP Financial Services, Inc., where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, using tailored, non-discretionary advisory approaches supported by analytical tools and risk profiling. The firm serves a broad client base including high-net-worth individuals, corporations, and charitable organizations.

Kimberly Martin is a financial advisor with LPL Financial in Bay City, MI, holding Series 63 and Series 65 credentials and 25 years of industry experience. Her prior work includes roles at Thumb Bank & Trust, Sorrento Pacific Financial, LLC, and Hantz Financial Services, Inc. Outside of finance, she is a business owner of an auto repair facility jointly with her husband. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Scott Miller is a financial advisor with Edward Jones in Bay City, MI, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Labadie Auto Company and Chestnut Valley Holdings, LLC. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Nathan Breidinger is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 14 years of industry experience. He has worked at Cambridge since 2019 and previously at Voya Financial Advisors and Arner Investment Management. Outside of advising, he serves on the investment committee for Covenant Healthcare and is involved in tax services as the owner of Harmony Financial Services, LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent financial professionals using a range of portfolio management approaches and multiple platform arrangements.

Valentino Deleon is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds the Series 66 credential and previously worked at United Bay Community Credit Union and Wanigas Credit Union. Deleon serves as a board member for the nonprofits United We Go and Do All, both of which focus on community inclusion and support for individuals facing barriers. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option.

Jeffrey Yantz is a financial advisor with Edward Jones in Bay City, MI, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of finance, he is a partner in a music and entertainment partnership and owns a music publishing and multimedia company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of over 23,700 advisors.

Marc Kaeckmeister is a financial advisor with Ameriprise based in Saginaw, MI, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Choiceone Wealth Management, The Huntington Investment Company, Cetera, and LPL Financial. He is also engaged as a financial advisor through a dual bank program with Choiceone Bank. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis through a centralized consulting team and emphasizes the use of Ameriprise-managed accounts within its advisory solutions.

Arielle Peterson Duranczyk is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has worked at LPL Financial since 2020 and previously spent seven years at Royal Alliance. Duranczyk is also involved in tax preparation and accounting through LEP Consulting PLC, a business she has maintained since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of investment management options and research resources.

Michael Staudacher is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and over 27 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he owns a building in Bay City, Michigan, from which he receives rental income. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options and advisory services. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Adam Shay is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and Financial Edge Credit Union. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, consulting, and access to various managed portfolios and brokerage products through an integrated platform combining advisory services with insurance offerings and lending programs.

Eric Baarck is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. He serves as a board member of the Frankenmuth Conservation Club, which provides hunter safety courses and promotes natural resource conservation. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics without providing implementation services or discretionary portfolio management.

Ely Klida is a financial advisor at Fidelity with three years of industry experience. He holds the Series 66 designation and has previously worked at Thrivent Investment Management and loanDepot. Outside of his advisory role, he is the owner of a rental property managed through a third party. Fidelity’s Strategic Advisers provides investment management and advisory services to both retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Kathleen Rondy is a Series 66-licensed financial advisor with Edward Jones in Essexville, MI, and has two years of industry experience. Prior to joining Edward Jones in 2025, she worked at Hantz Financial Services and held various roles at Michigan Tech University, Delta College, and Hemlock High School. 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 strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

David Pendleton is a financial advisor with Morgan Stanley in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2014. Pendleton serves as a director of Frankenmuth Mutual Insurance Co. and holds board positions with the St. Lorenz Foundation and the Frankenmuth Community Foundation. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Ashley Pockrandt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at LPL Financial since 2020 and previously held roles at The Huntington Investment Company and The Huntington National Bank from 1994 to 2020. Outside of her advisory work, Pockrandt serves as vice president on the board of Women in Leadership - Great Lakes Bay Region and volunteers as a tax preparer for low to moderate income individuals through the VITA program. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, research, and advanced technologies.

Elaine Parlberg is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. She has worked at LPL Financial since 2020 and concurrently serves at Frankenmuth Credit Union, where she has been involved since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.

Timothy Lyons Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes roles at Cetera and Independent Bank. Outside of his advisory work, he coaches basketball at Kingston Community Schools. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by advanced analytical tools and maintains unique services such as municipal advisory support and SIMPLE IRA Employer Advisory programs.

David Bry is a financial advisor with Stifel, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Brandon Schneider is a financial advisor at Osaic with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Macmillan Associates, KUKA Assembly and Test, Nexteer Automotive, and Saginaw Valley State University. OSAIC serves a broad range of retail and institutional clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and multiple investment platforms to construct and manage diversified portfolios.