Bianca Adamo Leece is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Alexander Bowden is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Kalamazoo College Fitness Wellness Center and Kalamazoo College, and held positions at Dr. Wax Orthodontics and Flushing School District. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported recommendations.

Keith Holzwarth is a financial advisor with Stifel in Flint, MI, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, 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 capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Arianna Casto is a financial advisor at Thrivent Investment Management with a Series 66 credential and one year of industry experience. Her work history includes roles at Thrivent Financial, Hantz Financial Services, and Great Lake Investment Advisors. 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 covering a broad range of topics and allows clients to combine planning with managed accounts through a consolidated billing option called WealthPlan.

Anthony Lauzon is a financial advisor at Stifel with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes nine years at Ameriprise Financial Services before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

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. 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 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 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 with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Wells Fargo Advisors and its affiliates since 2012. In addition to her advisory role, she is a 15% owner of Parson Management LLC, which operates as Parson/Dedic Wealth Management Group in Owosso, MI. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

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.

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.