Lynn Gehoski is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, UBS Financial Services, and Merrill. She is based in Bay City, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Hailey Pullano is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company, The Huntington National Bank, and Wells Fargo. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Janis Brown is a financial advisor with Edward Jones in Midland, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked at Wells Fargo for 15 years. 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 nationwide network of financial advisors and branch offices.

Ashlee Miller is a financial advisor with Morgan Stanley in Saginaw, MI, holding a Series 66 designation and having 10 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Anthony Mitus is a financial advisor at Morgan Stanley with four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked for The Dow Chemical Company for eleven years. He holds the Series 66 designation and serves on the Investment Committee of the Catholic Community Foundation of Mid-Michigan. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery tools and broad investment capabilities.

Eve Gunther is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She worked at Morgan Stanley & Co., Incorporated for seven years before joining Raymond James in 2021. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephanie Siler is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones for a total of 20 years, including her current role since 2026. Outside of her advisory work, she has worked part-time in retail jewelry sales at Sterling Jewelers in Midland, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated financial services supported by a large national network of advisors and branch offices.

Jason Holyszko is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked with Merrill and Wells Fargo Clearing since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clint Bauschatz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a comprehensive advisory process.

Doak Stolz is a financial advisor at Stifel with 40 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Stifel in 2018, he worked at Wells Fargo Clearing from 2016 to 2020. Stolz serves on the board of the Physician Associates of MidMichigan Community Medical Foundation. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, utilizing forward-looking market assumptions and probabilistic modeling to support clients’ financial planning decisions.

Steven Witten is a financial advisor with Charles Schwab in Saginaw, Michigan, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Schwab in 2018, he worked for Tri-Star Trust Bank from 2013 to 2018. Outside of his advisory role, he is involved in a family automotive repair business and serves on the board of a local nonprofit field and stream club, where he chairs a youth sports committee. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of advisory, brokerage, custody, and financial planning services with a predominantly non-discretionary client relationship model.

Jesse Lillard is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Saginaw, Michigan. He specializes in assisting successful professionals, business owners, and families during significant financial transitions, including retirement preparation, career changes, managing new wealth, and business succession planning. Jesse’s approach involves organizing financial lives through disciplined planning that transforms complexity into clear, actionable steps aligned with clients’ goals and values. Jesse holds several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree, Cum Laude, from Wayne State University. He is also a member of the Midland Noon Rotary Club. Outside of his professional work, Jesse enjoys camping, cooking, fishing, football, golfing, hiking, horseback riding, music, traveling, and spending time with his family.

Tammy Mentel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She worked at Merrill from 2001 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics to support its diversified investment approach.

Coleman Staudacher is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at PGA Tour Superstore and Equitable Advisors LLC. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and a proprietary money market fund. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors.

Lynn Maclean is a financial advisor at Robert Baird & Co. with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC for 10 years before joining Baird in 2019. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pension plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection and proprietary research.

Gregory Garl is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he has served as an agent for group health plans and provides various life and health insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and a diverse suite of resources.

William Dijak is a CFP® professional with 29 years of industry experience, currently advising at OSAIC Wealth Inc. He has previously worked at The Graczyk-Dijak Financial Group, Harbour Investments, Inc., and NEXT Financial Group, Inc. Outside of his advisory role, he serves as an assistant basketball coach at Bay City Western High School. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation and portfolio optimization.

Sarah Holmes is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. She has worked with Cetera and its affiliates since 2013 and is also the owner of Smith & Company Financial Services. Outside of her advisory work, Holmes serves as treasurer for Hemlock Youth Baseball and Softball, managing the organization's finances. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party managers to tailor investment solutions.

Martin Hessler is a financial advisor with Thrivent Investment Management in Saginaw, MI, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Outside of his advisory role, Hessler serves as Committee Chair for Boy Scout Troop 55 in Frankenmuth, MI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a consolidated billing option called “WealthPlan” that combines planning with managed accounts while maintaining separate service delivery.

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.