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.

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 at Cambridge Investment Research Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previous work history at Thrivent Financial and Thrivent Investment Management. Moulton is a committee member of the Saginaw Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals using a variety of portfolio management options and platform arrangements.

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.

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 Series 66-licensed financial advisor with Raymond James & Associates, based in Bay City, MI, and has 20 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before 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 individuals, institutional clients, and municipal entities, offering tailored financial planning and consulting services primarily on a non-discretionary basis.

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.

James Munn is a financial advisor with Cambridge Investment Research Advisors in Bay City, MI, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Cambridge since 2010 and serves as an independent insurance agent through Valley United Insurance Agency. Munn also operates Munn Farm, which sells eggs locally. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

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.

Kevin Pieschke is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Members First Credit Union, and Axa Advisors. Outside of his advisory role, he serves as a board member for Hopevale Church, where he participates in doctrinal discussions and budgetary decisions. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michele Valentine Dobschensky is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Raymond James since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers a range of services such as financial planning, non-discretionary investment consulting, and municipal advisory services.

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.

Wendy Mueller is a financial advisor with Ameriprise in Bay City, MI, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. Her career includes tenure at Ameriprise since 2017, as well as previous roles at LPL Financial, The Huntington Investment Company, and FirstMerit Bank. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notably offering a Premier Retirement Income service that provides customized retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Daniel Bade is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1990 and is part of The Provenzano-Bade-Wood Group, a team with over 130 years of combined experience in the financial services industry. Daniel's work focuses on helping clients pursue their financial goals through a client-centered, goals-based investment approach, covering areas such as divorce transition planning, family wealth management, personal retirement planning, philanthropic planning, and portfolio management services. Daniel holds a B.A. in Marketing with minors in Accounting and General Business from Western Michigan University. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized on the Forbes "Best-in-State Wealth Advisors" list for four consecutive years from 2022 to 2025. Active in his community, Daniel serves as Co-Chair of the Frankenmuth Rotary Helping Hands Committee Fund, Chairman of the Frankenmuth Fondo bicycle race, and a Board Member for the St. Lorenz Foundation. He is an active member of St. Lorenz Lutheran Church in Frankenmuth. Daniel resides in Frankenmuth with his wife and enjoys biking, fishing, golfing, reading, running marathons, spending time with his family, and traveling.