David Bry is a financial advisor with Stifel, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Stifel, Nicolaus & Company since 2019 and previously worked at Wells Fargo Clearing from 2016 to 2019. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide analysis and guidance, with clients retaining discretion over implementation.

Brandon Schneider is a financial advisor at Osaic with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at Macmillan Associates, KUKA Assembly and Test, Nexteer Automotive, and Saginaw Valley State University. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and diverse program offerings.

Paul Gaiser is a financial advisor with Thrivent Investment Management in Bay City, MI, holding a Series 66 license and bringing nine years of industry experience. Prior to joining Thrivent in 2017, he worked at Berthiaume & Co. from 2013 to 2017. He serves on the boards of several local nonprofit organizations, including United Way of Bay County, Foster Family Navigation & Resource Center, and Outdoor Driven, where he contributes to community fundraising, financial oversight, and support initiatives for veterans and families. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering written financial recommendations across various planning areas without discretionary portfolio management. The firm emphasizes goal-based planning and offers clients the ability to combine planning with managed account programs through a consolidated billing option called WealthPlan.

Angela Street is a financial advisor with Primerica Advisors in Bay City, MI, holding Series 65 and Series 63 licenses and with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2015. In addition to her advisory role, she receives compensation for the sale of loan products and referrals related to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm offers advisory services through financial advisors who deliver model-based recommendations managed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and overlay management by BNY Mellon Advisors.

Beth De Leeuw is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 licenses and having 27 years of industry experience. Her prior work includes roles at Raymond James Financial Services, Isabella Bank, The Huntington Investment Company, Cetera Investment Services, and Valic Financial Advisors. She is also an associate at Isabella Investment Services and Isabella Wealth, where she advises clients on investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice.

Cole Launius is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and has previously worked at Epitec, Dort Financial Credit Union, Nestle, UPS, and Big Johns. Launius is based in Frankenmuth, Michigan. 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 and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and asset management services separate.

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.

Bradley Bach is a financial advisor with LPL Financial in Bay City, MI, holding a Series 66 designation and seven years of industry experience. He previously worked at Commonwealth Financial Network and Cetera and is currently a co-owner of Shoreline Wealth Partners, a private entity facilitating securities, advisory, and insurance business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

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.

Kenneth Grzegorczyk is a financial advisor at Osaic Wealth Inc with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Sigma Planning Corporation for 15 years. Outside of his advisory role, he owns and operates J&K Tax Service, where he prepares tax returns and sells various lines of insurance and annuities. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services through a multi-advisor platform with a focus on model-based asset allocation, portfolio optimization, and a range of managed account programs.

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.

Michelle Gaiser is a financial advisor with Raymond James & Associates in Bay City, MI, holding a Series 66 designation and six years of industry experience. She previously worked at Wells Fargo Advisors before joining Raymond James in 2018. Outside of her advisory role, Michelle owns businesses focused on fitness and wellness, including Gaiser Fitness and FASTer Way to Fat Loss, which offers health coaching services. Raymond James & Associates, Inc. is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and advisory services supported by comprehensive research, portfolio management options, and specialized municipal advisory capabilities.

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.

Patrick Van Sumeren is a financial advisor at Osaic with 35 years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at Spc and Sigma Financial Corporation. Outside of his advisory role, Van Sumeren is actively involved in local Catholic education and community organizations, serving on finance councils and boards for various Catholic schools and church committees in the Diocese of Saginaw. Osaic Wealth serves a broad mix of retail and institutional clients, offering a multi-advisor platform with brokerage and advisory services that include financial planning, managed portfolios, and retirement plan consulting. The firm utilizes model-based asset allocation and portfolio optimization, supporting discretionary and third-party manager strategies.

Kyle Grigg is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Thrivent Financial and FinancialEdge CU. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations without discretionary trading authority. The firm allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Katherine Wohlfeil is a financial advisor at Edward Jones in Bay City, MI, holding the CFP®, ChFC®, and Series 66 designations with six years of industry experience. She has worked at Edward Jones since 2008, including its investments division. Wohlfeil serves as the school board president for Trinity Monitor Lutheran School. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds, operating under a fiduciary standard.