James Bentley is a financial advisor with OSAIC in Flint, MI, holding Series 63 and Series 66 credentials and 27 years of industry experience. His career includes roles at Cetera Advisors LLC and Paragon Financial Services, LLC, the latter of which he owns and where he provides tax preparation, payroll oversight, and business consulting in addition to financial services. Bentley also has experience as an insurance agent. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Paul Parson is a financial advisor with Wells Fargo Advisors in Owosso, Michigan, holding Series 63 and Series 66 licenses and possessing 28 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2022 before joining Wells Fargo Advisors. Outside of his advisory role, Parson is involved in several financial-related business activities, including ownership and management roles in affiliated firms and trusts. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, providing a broad range of planning services to clients who meet net-worth thresholds.

Austin Wendling is a Series 66-credentialed financial advisor with Edward Jones, based in New Lothrop, MI. He has three years of industry experience, including previous roles at Hantz Financial Services and a background at Central Michigan University. Wendling joined Edward Jones in 2024 and has been with the firm since then. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Sarah Henley is a financial advisor with Mass Mutual Investors Services in Flint, MI, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Cetera Wealth Services, Cetera Investment Advisers, Dort Financial Credit Union, and Oppenheimer & Co Inc. Outside of financial advising, she owns and operates Track n Time Race Management, a business contracted with schools to time cross country and track races. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, offering collaborative, annual planning engagements supported by firm-approved analytical tools.

Steven Hartman is a financial advisor with Ameriprise in Flushing, MI, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Huntington Investment Company, CUNA Brokerage Services, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He serves as Board President of the Hidden Lake Condominium Association, a volunteer role focused on community maintenance and quality of life issues. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice based on comprehensive investment research and tax-aware strategies.

Raleigh Horne Jr. is a financial advisor at Raymond James Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James Financial and its affiliate since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports comprehensive advisory programs and institutional consulting across a large advisor network.

Steven Walker Jr. is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He operates out of Flint, MI, and holds the Series 66 designation. Outside of his advisory role, he manages a rental home in Flint, MI. Edward Jones is a full-service wealth management firm that serves 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 across the United States.

Hank Sizemore is a financial advisor with Raymond James & Associates in Owosso, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked with the Detroit Pistons for six years and at Fowlerville High School for one year. Outside of advising, he is the CEO of Spanky Supply, a small business he runs managing social media engagement and order fulfillment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, and charitable organizations. The firm provides financial planning and non-discretionary investment consulting, offering a range of portfolio management strategies supported by firm research and affiliated sub-advisers.

Trey Le Vasseur is a financial advisor with Ameriprise in Pinckney, MI, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Equitable Advisors LLC and several positions outside the financial sector, including work with Country Club Limousine and Superior National Bank. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering customized, non-discretionary recommendations that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and automated tools to support its advisory process while providing a broad range of investment, brokerage, and insurance solutions.

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.

Pamela Wright is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009, following 15 years at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

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.

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.

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.

Alyssa Thomason is a financial advisor with Ameriprise in Grand Blanc, MI, holding a Series 66 designation and 12 years of industry experience. She has worked at Ameriprise and its affiliated entities since 2013, with additional experience at Elevated Performance Investment Group and Barnett Financial & Tax. Thomason also owns and manages Thomason & Associates, LLC, an advisory business. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and offers a broad range of advisory, brokerage, and insurance solutions.

Marcelo Flores is a financial advisor at Ameriprise with 11 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Bank of America, Merrill Lynch, and Morgan Stanley. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and tax-aware withdrawal strategies through a centralized team working alongside financial advisors.

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.

Chad Robinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.