Shanna Jacobs is a financial advisor with Morgan Stanley, holding a Series 66 designation and five years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2020, and previously was employed at Hastings Mutual Insurance Company. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Stephen List is a financial advisor at Equitable Advisors in Frankenmuth, MI, with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory platforms.

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.

Amber Hofmeister is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career in 2023. She previously worked at Pearl Planning for one year before returning to Edward Jones, where she has been since 2026. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large network of advisors and branch offices across the United States.

Doyle Webb is a CFP® and holds a Series 66 license, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked in landscaping and hospitality roles in Frankenmuth, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Arthur Nietling is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. He has worked at LPL Financial since 2022 and previously at Cambridge Investment Research Advisors, CG Financial, and Wanigas Credit Union. In addition to his advisory work, Nietling serves as an on-call coordinator for Maxim Healthcare. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Amy Townsend Vanderpool is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and has 23 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, DORT Federal Credit Union, The Huntington Investment Company, Firstmerit Bank, PNC Wealth Management, and Chase Investment Services Corp. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and diverse investment options.

Gage Ruddy is a financial advisor with LPL Financial holding a Series 66 designation and three years of industry experience. His work history includes roles at MMB Advisors and LPL Financial, as well as experience affiliated with Central Michigan University and Wheeler Trucking, Inc. 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 range of financial planning and investment management services, utilizing various strategies and technology tools to support its network of over 22,800 advisors.

Marcelo Flores is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill Lynch, and Morgan Stanley. 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 detailed retirement income planning and tax-aware withdrawal strategies through a centralized team working alongside financial advisors.

Colin Maurer is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Eric Gasper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of Gasper Properties LLC, a real estate business based in Flushing, MI. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Hall is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior experience includes roles at Stifel, Nicolaus & Company, Inc., Wells Fargo Clearing, Chase Investment Services Corp., and Banc One Securities Corporation. 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, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling, supporting clients through various advisory programs and specialized services including municipal and public finance advisory.