David Foster is a Series 66-licensed advisor with Wells Fargo Clearing in Midland, MI, where he has worked since 2016 and has 18 years of industry experience. He serves as a trustee for his father's trust, dedicating time to that responsibility alongside his advisory role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a wide range of financial products.

Matthew Murray is a financial advisor at Edward Jones in Midland, MI, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Airgas USA, LLC for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Nicole Sabin is a financial advisor with Ameriprise in Midland, MI, holding Series 63 and Series 66 designations and having 21 years of industry experience. She has worked at Ameriprise since 2017 and previously at Cetera Advisors LLC from 2013 to 2017. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities and utilizes algorithmic automation alongside oversight committees to generate tailored retirement-income recommendations.

Mc Kenzie Lee is a Series 66-licensed financial advisor with Edward Jones in Midland, MI, with five years of industry experience. Lee has worked with Edward Jones and Edward Jones Investments since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jonathan Laundra is a CFP®-certified financial advisor with Edward Jones in Midland, MI, with 19 years of industry experience and 17 years at Edward Jones. He serves as treasurer and director for J.D. Laundra Foundations & Masonry, a construction company, and is the head coach of a middle school boys swim team at the Midland Community Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory and investment solutions, supported by a large national network of financial advisors and branch offices.

Diane White is a financial advisor at Robert Baird & Co. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Baird since 2019, following a nine-year tenure at J.J.B. Hilliard, W.L. Lyons, LLC. She is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet varied client goals and risk tolerances.

Dennis Stolz is a financial advisor with Stifel who holds a Series 66 designation and has 10 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously was with Wells Fargo Clearing from 2016 to 2020. Stolz is also involved with Northwood University as part of his professional background. Outside of finance, he serves as Co-Director of Birdman's Bass Fishing Tournament Series, a local fishing tournament in Midland, Michigan. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

Scott Smith is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Stifel since 2020. Prior to joining Stifel, he worked at Wells Fargo Clearing from 2016 to 2020. He is a member of the Investment Advisory Board for the Chippewa Nature Center and is co-owner of a conservation and hunting club. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Luke Russell is a financial advisor with LPL Financial in Midland, MI, holding a Series 66 credential and possessing 17 years of industry experience. His prior experience includes roles at Sigma Financial and Edward Jones. Outside of his advisory work, he serves as a baseball umpire for the United States Tennis Association. 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 other institutions. The firm supports a wide range of investment strategies through a large network of advisors and integrates advanced operational and research tools.

Tony Winter is a CFP®, ChFC®, and Series 63-licensed financial advisor with 31 years of industry experience. He has been with Ameriprise since 2024 and previously worked for 25 years at Hantz Financial Services, Inc. Winter is based in Midland, MI. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations, primarily for clients with assets managed within Ameriprise.

Terri Carmichael is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. Her career includes roles at Merrill and Bank of America prior to joining Wells Fargo in 2021. She serves as Vice Chair of the Board of Directors for Underground Railroad, Inc., a nonprofit organization involved in housing, legal assistance, and donor relations. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Thomas Lanning is a financial advisor with Ameriprise in Freeland, MI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. Prior to Ameriprise, he worked at The Huntington Investment Company for eight years and Isabella Bank for two years. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing planning advice for clients approaching or in retirement, emphasizing dependable income sources and tax-aware withdrawal strategies.

Gregory Mc Keever is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and four years of industry experience. He has worked at several firms including Northwestern Mutual Wealth Management Company and Ivan Peruski. He also serves as a financial advisor at Tri-Star Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Anderson is a financial advisor with Robert Baird & Co. based in Midland, MI, holding a Series 66 designation and 14 years of industry experience. He previously worked for J.J.B. Hilliard, W.L. Lyons, LLC for seven years before joining Baird in 2019. Anderson serves as President and a board member of Saginaw Field and Stream, where he oversees the Investment and Finance Committee. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations using a range of financial planning, consulting, and portfolio management strategies.

Sam Howard is a CFP®-designated financial advisor with Robert W. Baird & Co., bringing 20 years of industry experience. He has worked at Baird since 2019 and previously with Wells Fargo Clearing from 2016 to 2019. Howard serves on the investment committee of The Arnold Center and is a board member of the Leon P Martuch chapter of Trout Unlimited. He is part of the DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies along with tax management and direct indexing, supported by internal research and investment oversight.

Kevin Spencer is a Series 66-credentialed financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010, based in Midland, MI. Outside of his advisory role, he owns rental properties managed primarily by his wife. 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 over $1 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Gregory Porath is a financial advisor at Robert Baird & Co. with three years of industry experience. He holds the Series 66 designation and has previously worked in the hospitality and banking sectors, including roles at Mike Mohn / Bestside Bar & Grill and Macatawa Bank Corporation. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, implementing strategies through a combination of in-house and third-party managers across traditional and non-traditional asset classes.

Adam Thiel is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sherry Schock is a financial advisor at Edward Jones in Midland, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she was a partner at Bloom by Bloom, LLC, and has over two decades of experience with Walden University. She also works as an independent educational leadership consultant and has been invited to conduct training for school leaders in Hawaii and participate in panel discussions on charter schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Dennis Taylor is a financial advisor at Edward Jones with 23 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory role, he is involved in managing a rental property in Bay City, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices, offering a variety of advisory strategies and affiliated investment products.