Gregory Jones is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 credential and five years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in several activities including operating a golf ball retrieval business, coaching private soccer lessons, and serving as a sports official. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Blake Carmichael is a financial advisor with Wells Fargo Clearing in Saginaw, MI, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, N.A., Merrill, and Central Michigan. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Matthew Lambertson II is a financial advisor at Edward Jones in Midland, MI, holding a Series 66 designation with four years of industry experience. He previously worked at Frankenmuth Credit Union for seven years before joining Edward Jones in 2022. Lambertson serves as Membership Chair for the Home Builders Association of Midland, where he organizes membership meetings and events. Edward Jones is a full-service wealth management firm with over 23,700 advisors serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Dillan Walton is a financial advisor with Ameriprise in Midland, MI, holding a Series 66 designation and four years of industry experience. Prior to Ameriprise, he worked at New York Life Insurance Co. and has held roles in education and golf course management. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jody Cliffe is a financial advisor with Edward Jones in Freeland, MI, holding a Series 66 designation and 18 years of industry experience. Cliffe has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Tyler Quinn is a financial advisor with Ameriprise in Freeland, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. He previously worked at The Huntington Investment Company, The Huntington National Bank, Sigma Financial Corporation, and The Prudential Insurance Company of America. Outside of finance, he serves as the Theatre Tech Director for Freeland Schools, where he teaches students to work with microphones and lighting for musical productions. 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 written recommendation reports and ongoing advice focused on retirement income planning, tax-aware withdrawal strategies, and Social Security options.

Ryan Anderson is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2020, previously working at Wells Fargo Clearing from 2016 to 2020. He is based in Midland, MI. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.