Leif Peterson is a financial advisor with LPL Financial in Bay City, MI, holding a Series 66 credential and 16 years of industry experience. His prior work includes seven years at Royal Alliance and ongoing consulting through LEP Consulting, PLC, which provides tax preparation and accounting services. Peterson serves on the board of the Gaslight Condominium Association, a nonprofit in Bay City. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of strategies delivered through a large network of advisors, with capabilities including financial planning, model portfolios, and institutional platforms.

Timothy Holsworth is a CFP® credentialed financial advisor with 40 years of industry experience, currently serving at Raymond James Financial in Bay City, MI. He has worked at Raymond James Financial Services Advisors since 2010 and also owns AHP Financial Services, Inc., a support company where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Emily Rush is a Series 66 licensed financial advisor with 15 years of industry experience. She has worked at Ameriprise since 2026, following nine years at The Huntington Investment Company and six years at LPL Financial. Outside of her advisory work, she is a member of Rush Properties, LLC. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

Kimberly Martin is a financial advisor with LPL Financial in Bay City, MI, holding Series 63 and Series 65 designations and 25 years of industry experience. Her prior roles include positions 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 operated jointly with her husband. 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 services, including financial planning and model portfolio programs, and integrates both strategic and tactical investment approaches supported by advanced research and operational tools.

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 who holds Series 63 and Series 65 designations and has 15 years of industry experience. Prior to joining Cambridge in 2019, he worked at Voya Financial Advisors and Arner Investment Management. Outside of his advisory role, he is involved in tax service ownership through Harmony Financial Services, serves on finance and investment committees for local organizations, and acts as a notary. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides both discretionary and non-discretionary management through multiple platforms and features proprietary model strategies under the Founders Gate Capital brand.

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 at Ameriprise with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Cetera, The Huntington Investment Company, and Choiceone Wealth Management. Kaeckmeister is also employed as a financial advisor through a dual bank program at ChoiceOne Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on tax-aware withdrawal strategies and dependable income sources.

Arielle Peterson Duranczyk is a financial advisor with LPL Financial, holding a Series 66 designation and having 12 years of industry experience. She has worked at LPL Financial since 2020 and previously at Royal Alliance from 2013 to 2020. In addition to her advisory role, she operates LEP Consulting, PLC, a tax preparation and accounting firm. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Daniel Dueweke is a financial advisor with LPL Financial in Bay City, MI, holding CFP® certification and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Shoreline Wealth Partners, Commonwealth Financial Network, Cetera, Independent Bank, and Merrill. Dueweke is co-owner of Shoreline Wealth Partners, a private entity focused on securities, advisory, and insurance business. 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 financial planning and investment services, delivering advice through a large network of advisors who may use model portfolios, third-party subadvisors, or customized strategies.

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 with LPL Enterprise holding a Series 66 designation and one year of industry experience. His prior roles include positions at Financial Edge Credit Union and Edward Jones. He has also worked at the Dow Bay Area Family YMCA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment implementation is typically model-driven and includes access to third-party asset managers, with additional services such as affiliated trust custody, insurance sales, and a collateralized lending program.

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 at LPL Financial with eight years of industry experience. She previously worked at The Huntington National Bank and The Huntington Investment Company before joining LPL Financial and Frankenmuth Credit Union in 2020. Pockrandt volunteers as a tax preparer for the Volunteer Income Tax Assistance (VITA) Program and serves as Vice President on the board of Women in Leadership - Great Lakes Bay Region. 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 financial planning and investment management services through a network of advisors utilizing various portfolio strategies and technology tools.

Elaine Parlberg is a financial advisor with LPL Financial in Frankenmuth, MI. She holds a Series 66 designation and has 17 years of industry experience. Her career includes roles at Frankenmuth Credit Union, SPC, Sigma Financial Corporation, Mutual of Omaha Investor Services, and Thrivent Investment Management. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of investment adviser representatives.

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.