Christopher Rodriguez is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Stifel in Flint, MI. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously spent a year at Wells Fargo Clearing. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Kyle Dunaway is a financial advisor with Wells Fargo Advisors in Owosso, MI, holding a Series 66 designation and with one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at R & R Signs and Space Exploration Technologies. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

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.

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.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior experience includes roles at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, investment consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research resources.

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.

Jason Kokaly is a financial advisor with Ameriprise in Linden, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Edward Jones from 2015 to 2023. Outside of his advisory role, Kokaly is involved in independent insurance brokering and owns a consulting business, Kokaly Investments. He also serves on the Board of Directors for the University of Michigan Club of Greater Flint. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice primarily for clients with Ameriprise-managed accounts.

Evan Baker is a financial advisor with LPL Financial in Owosso, MI, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2021, he worked at Mo Mortgage Group and Mowinski Financial, among other roles. In addition to his advisory work, he is involved in tax preparation and accounting services through Tadricks Tax. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Kenneth Williams is a financial advisor with Ameriprise in Perry, MI, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Firstmerit Bank, and LPL Financial. Outside of his advisory work, he co-manages an auto speedway in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies through a centralized consulting team. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

John Manzella is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Oxford Bank, Infinex Investments, and Questar Asset Management. In addition to his advisory role, he is involved with Oxford Bank in a banking capacity. 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 network of more than 22,800 advisors.

Amanda Doren is a Chartered Financial Consultant (ChFC®) with 15 years of experience. She has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2011. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using a collaborative annual planning process supported by firm-approved analytical tools.