Bryan Perry is a financial advisor with Ameriprise in Clinton, MI, holding the ChFC® and Series 63 designations and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities related to payroll and bill payment services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and employing algorithmic tools overseen by a dedicated committee.

Dan Baldwin is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ernst and Young from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Glen Spice is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes over three decades at Metlife Securities Inc. before joining MassMutual in 2016. Outside of his advisory work, Mr. Spice is also active as an artist and painter. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, ongoing financial planning using firm-approved software and offers a range of asset management and educational programs.

Donald Hershberger III is a Series 66 licensed advisor with over 18 years of experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2016 and has a long-term affiliation with The Wealth Advisors, Ltd. dba Paramount Wealth Management, Inc., where he assists client meetings and monitors client accounts. 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, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is known for its municipal advisory capabilities and customized retirement plan solutions.

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008. Outside of his advisory role, he serves as Vice President of the Onsted Kiwanis Club and as a trustee of the Onsted Kiwanis Community Foundation. 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 services through a network of independent Financial Professionals and utilizes various portfolio management and model-based solutions tailored to client objectives.

Kevin Way is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Cambridge since 2008. Outside of his advisory role, he owns an independent insurance agency and provides tax preparation services. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through independent Financial Professionals utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Jason Idziak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Candace Hackborn is a CFP®-credentialed financial advisor with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2016. Prior to and alongside this, she has been involved with DVH Enterprises, Inc. for over 30 years, holding check writing authority. She is also employed at The Wealth Advisors, LTD. DBA Paramount Wealth Management, Inc., where she assists in financial planning, client meetings, customer service, and trading. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Justin Pruitt is a financial advisor with Cetera in Jackson, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise, Commonwealth Financial Network, and Honeycomb Wealth Advisors. He also spends a small portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors and serves a variety of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Colleen Newton is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2019 and previously spent 11 years at Thomson Reuters. 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, operating under a fiduciary standard, and is notable for its extensive network of advisors and branch offices.

Benjamin Hicks is a financial advisor with Edward Jones based in Brooklyn, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016 and previously worked at Michigan State University and the Resource Center for Persons with Disabilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of households and corporate entities. The firm offers a variety of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Aaron Collins is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previous work experience at Industrial Alliance and in educational roles at Lutheran High North Highschool and Trinity Lutheran School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based planning on various financial topics without portfolio management for institutional clients. The firm combines planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Dylan Thomas is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior work experience at Southern Michigan Bank & Trust, International Automotive Components, and Western Michigan University. Thomas is involved in community activities, serving on the Jackson Chamber of Commerce Ambassador Committee and as president of the Jackson Area Estate Planning Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platforms tailored to client objectives.

Rodney Pender is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He holds a residential builder’s license, which he maintains for property repairs and mentors others in real estate investing. Pender serves on multiple community and nonprofit boards, including the Vernon & Alice Pratt Foundation and the Lenawee County Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Mazur is a Series 66-licensed financial advisor with Edward Jones, based in Clinton, MI, and has eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent 31 years at JP Morgan Chase. 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 options under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond advisory services.

Joseph Siekierda is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which provides written recommendations and ongoing advice based on asset allocation, withdrawal strategies, and Social Security options.

Corey Mc Eldowney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, Corey worked in various roles including positions at Northwest Community Schools and multiple athletic organizations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lennox is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2003. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Smith is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Avantax and other financial services firms prior to joining Cetera. In addition to his advisory role, he is the owner of Robert Smith, CPA, providing tax and financial services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets.

Stacy Downing is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of her advisory role, she serves as secretary of the Clinton, MI Rotary Club and is an advisory board member for the Tecumseh Parks & Recreation Department. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.