Jordan Schultz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill, he worked for five years at Agnew Construction. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Mieske is a CFP® professional with 25 years of experience at LPL Financial. Based in Freeland, MI, he has worked at LPL since 2001. Outside of his advisory role, Mieske serves as a radio color commentator for the Great Lakes Loons, a Midwest League professional baseball team. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Boehler is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks LLC and VOYA Financial Advisors. Outside of advisory work, he is a licensed public notary and holds agency licenses to sell life, health, long-term care, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset classes.

Zachary Moulton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and Thrivent Investment Management. He serves as a committee member of the Saginaw Chamber of Commerce and works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and offers both discretionary and non-discretionary management alongside proprietary model strategies.

Jimmy Price is a financial advisor with Ameriprise in Essexville, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset thresholds, providing detailed written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement advice through a centralized consulting team, emphasizing managed accounts and algorithmic support in its recommendations.

Dale Jurek is a financial advisor with Raymond James & Associates in Saginaw, MI, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services through various advisory programs.

Kraig Pendleton is a financial advisor with Morgan Stanley, holding a Series 66 license and 18 years of industry experience. He has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2014-2015. Pendleton also serves as a trustee in a trust based in Rockford, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Kayla Lange is a financial advisor with Morgan Stanley in Saginaw, MI, holding a Series 66 designation and 13 years of industry experience. She has been with Morgan Stanley since 2009 and has worked specifically with Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and economic modeling techniques.

Brian Abraham is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has 20 years of industry experience, including roles at Wells Fargo Clearing prior to joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Brook Maziasz is a financial advisor at MassMutual Investors Services with a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Soho. Outside of advising, he is involved in retail sales and works as a health insurance agent. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and an event-driven approach for various planning services.

Thomas Twardecki III is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His prior work includes roles at Home Depot, YMCA, and several educational institutions. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved tools to develop goal-based recommendations without discretionary authority.

Olivia Zwetzig is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. Prior to joining Edward Jones, she worked at Common Sail Investment Group and spent 15 years at Dow Chemical Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Richard Nelsen is a financial advisor with Cetera, holding the CFP® and Series 66 credentials and bringing 19 years of industry experience. He has been associated with Cetera since 2009 and previously operated his own financial planning and tax-related businesses. Outside of his advisory work, Nelsen serves as co-chairman of a local high school reunion committee. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, employer-sponsored, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting advisers with various program options and access to affiliated and unaffiliated investment managers.

Andrew Zietz is a financial advisor with Thrivent Investment Management in Frankenmuth, MI, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutheran and Thrivent Investment Management since 2005. Outside of his advisory role, he is a one-third owner of SLIM Holdings, LLC, a property holding company in Frankenmuth. 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 focused on various financial topics without discretionary trading authority, combining planning with managed-account programs under a consolidated billing option.

Macy Schultz is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. She has held previous roles at Covenant Health Care, U.P. Health Systems - Duke Life Point Health, and Manpower. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Annette McTaggart is a CFP® with 23 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, she worked for Royal Alliance Associates, Inc. for 15 years. In addition to her advisory role, she owns a construction equipment rental company. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Michele Valentine Dobschensky is a financial advisor with Raymond James & Associates in Bay City, MI, holding Series 63 and Series 66 licenses and 21 years of industry experience. She has worked at Raymond James since 2018 and previously spent two years with Wells Fargo Clearing. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

William Irish is a financial advisor with LPL Financial in Saginaw, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with LPL Financial since 1996 and is also associated with Projected Planning Inc. and Irish & Associates, the latter of which he has operated since 1970. Outside of advisory work, he is involved in selling fixed life insurance through Irish & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies including model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Frank List is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He is approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Steven Masker is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Sigma Financial Corp for 13 years and Frankenmuth Credit Union for over two decades. Masker also serves as a relationship manager for a credit union trust and is an agent for life and health insurance. 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 institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.