Ashley Pockrandt is a financial advisor at LPL Financial with eight years of industry experience. She previously worked at The Huntington National Bank and The Huntington Investment Company before joining LPL Financial and Frankenmuth Credit Union in 2020. Pockrandt volunteers as a tax preparer for the Volunteer Income Tax Assistance (VITA) Program and serves as Vice President on the board of Women in Leadership - Great Lakes Bay Region. 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 financial planning and investment management services through a network of advisors utilizing various portfolio strategies and technology tools.

Mitchell Arner is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has eight years of industry experience, including prior roles at Voya Financial Advisors, Inc. and The Wirt-Rivette Group. He is also an independent insurance agent in Saginaw, MI. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a range of platforms and proprietary model strategies.

Chase Kelly is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at Morgan Stanley and its private bank since 2017 and previously held positions with JPMorgan Chase and JPMorgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial goals.

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.

Dana Gibbs is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked for Benjamin F. Edwards & Co. for 11 years before joining Ameriprise Financial Services LLC in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing a centralized team that produces written recommendation reports and ongoing advice based on investment research and algorithmic tools.

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.

Brandon Fiting is a financial advisor at Raymond James Financial Services Advisors, Inc. in Saginaw, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at JP Morgan Chase and Quicken Loans. He is also affiliated with AHP Financial Services Inc., where he serves as a fully licensed financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through a broad network of advisors and affiliated firms.

Alison Longlois is a Series 66 licensed financial advisor with Morgan Stanley in Saginaw, Michigan, where she has worked since 2014. She has 15 years of industry experience and is the owner of Longlois Agency LLC, which operates in the insurance sector. Additionally, she serves as trustee or co-trustee for multiple trusts in Flint, Michigan, and is involved in marketing activities for a health and wellness company outside of her advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers both direct and employer-sponsored plans.

Taylor Simpson is a financial advisor with Edward Jones in Freeland, MI, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Edward Jones, Simpson worked at J.P. Morgan Institutional Investments and has operated a self-employed photography business providing services to magazines, hotels, nonprofits, and interior designers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

James Besaw is a financial advisor with Edward Jones in Saginaw, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Fabiano Brothers and Herter Music Center. Outside of finance, he is a self-employed private music teacher and performer, and also writes marching band drills for high school bands. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Megan Granda is a financial advisor with Ameriprise in Chesaning, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2001. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering detailed, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jonathan Dekker is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with LPL Financial and has previously worked at Cuna Mutual Group, CUNA Brokerage Services, Cetera, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing a variety of investment strategies and operational tools across a large network of advisors.

Mark Mathewson is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been assisting clients since 1987. He specializes in managing individual wealth through various market cycles, focusing on tailored strategies that align with each client's specific financial goals. Mark’s approach emphasizes understanding clients’ needs to deliver comprehensive wealth management solutions. He holds a Bachelor of Business Administration degree in Management from Saginaw Valley State University and earned the CERTIFIED FINANCIAL PLANNER™ (CFP) certification in 2004, awarded by the Certified Financial Planner Board of Standards, Inc. Additionally, Mark is designated as a Personal Investment Advisor (PIA). Beyond his professional role, he participates in community volunteer activities, reflecting his commitment to the local areas he serves.

Drewe Robinson is a financial advisor at LPL Financial with 36 years of industry experience, holding Series 63 and Series 65 designations. His prior work history includes positions at Merrill and Mutual Service Corporation. Outside of his advisory role, Robinson is involved in direct sales of Mary Kay cosmetics and serves as a public notary. 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 offers a range of financial planning and investment solutions, including advisory and brokerage services, with a focus on both discretionary and non-discretionary strategies supported by proprietary research and technology.

Bryan Graczyk is a Certified Financial Planner® with 29 years of experience in the financial services industry. He is currently with OSAIC Wealth Inc and also owns The Graczyk-Dijak Financial Group. His prior experience includes roles at Harbour Investments, Inc and NEXT Financial Group, Inc. Graczyk also operates as an independent insurance agent. OSAIC Wealth serves a diverse range of retail and institutional clients, providing brokerage and advisory services that include comprehensive financial planning and various managed portfolio programs. The firm emphasizes model-based asset allocation and portfolio optimization within a multi-advisor platform.

Wesley Schropp is a Wealth Management Advisor and managing partner of the Iles Schropp Group within Merrill Lynch Wealth Management. He has been with Merrill since 2008, initially joining as an intern, and became a partner in the Iles Schropp Group in 2014. The group specializes in institutional investment consulting and focuses on serving foundations, endowments, nonprofits, corporations, and multi-generational families. Wesley holds a Bachelor's Degree in Personal Financial Planning from Central Michigan University. He has earned several professional designations, including the Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), and Certified Plan Fiduciary Advisor (CPFA). He also holds FINRA Series 7, 66, and SIE registrations. Wesley's expertise encompasses family wealth management strategies, institutional investment consulting, legacy planning, socially responsible and ESG investing, tax minimization, and personal retirement planning. He is active in professional and community organizations such as the Council of Michigan Foundations and Junior Achievement. Wesley resides in Saginaw, Michigan, with his wife and two children. His personal interests include golfing, reading, skiing, and spending time with his family and their golden retriever.

Jacob Kokaly is a financial advisor with OSAIC based in Saginaw, MI, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, Warmels & Comstock, and Michigan State University. Outside of financial advising, he works part-time as a merchandiser for a family-owned bakery. OSAIC Wealth serves a diverse range of clients including individual investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through multiple programs supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network, distinguishing itself through its scale and recent consolidation activity.

Steven Kozdron is a CFP® professional with 15 years of experience, currently advising clients at Edward Jones since 2011. He holds the Series 66 designation and is based in Saginaw, MI. Outside of his advisory role, he is the owner of goFlyMI, an aircraft hangar rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, supported by a nationwide network of more than 23,000 financial advisors.

Nathanael Ott is a financial advisor with Thrivent Investment Management in Saginaw, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on a variety of financial topics without including implementation. The firm integrates holistic, goal-based analyses with planning and managed-account services under a consolidated billing option called “WealthPlan.”

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.