Jonathon Lamb is a Series 66-licensed financial advisor at Edward Jones with six years of experience, having joined the firm in 2020. Prior to this, he worked for eight years at Traverse City Country Club. He is also a part owner of Cultivation Court LLC, an LLC established with close associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors. The firm manages over $1 trillion in assets and provides services under a fiduciary standard.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Heather Palmer is a financial advisor at Robert W. Baird & Co. with a Series 66 credential and experience in the industry beginning in 2018. She has held positions at Stifel Financial, Prout Financial Design, and Raymond James and Associates. Palmer is based in Traverse City, MI. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and brokerage, supported by internal research and innovative investment strategies.

Lucas Settineri is a CFP® with three years of industry experience, currently serving as a financial advisor at Raymond James & Associates. His prior experience includes roles within various Raymond James entities and CG Financial Services. He also spent four years at Michigan State University during his early career. Raymond James & Associates, Inc. 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, institutional investors, charitable organizations, and governmental entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research.

Christine Tiesworth is a financial advisor at Morgan Stanley with 16 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved tools to model outcomes, while clients are responsible for implementation and updates.

Roxanne Hunter is a Senior Financial Advisor at Merrill Lynch Wealth Management. She joined the Kulhavi Team in 2013, bringing with her extensive experience from a prior career as Vice President and CFO of a national engineering firm. Roxanne focuses on managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. With more than a decade in financial services, Roxanne employs a goals-based approach to wealth management that emphasizes comprehensive and personalized financial strategies. Her expertise encompasses investment, financial, estate, tax minimization, and liability planning tailored to high net worth individuals and families. She holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Roxanne earned her bachelor’s degree from Central Michigan University. Based in Cadillac since 1986, Roxanne lives with her husband, Scott, where they raised their three children. Outside of her professional work, she enjoys boating, golfing, reading, and spending time with her family.

Christian Holmes is a financial advisor at Merrill with Series 65 and Series 63 licenses and two years of industry experience. His prior work experience includes roles at Bank of America, N.A., Mikowski Masonry, and Send Receiving Station. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leah Pierce is a financial advisor with Edward Jones in Traverse City, MI, holding a Series 66 designation and bringing three years of industry experience. She previously worked at Eikenhout and D&S North. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including wrap fee strategies, separately managed accounts, and tax-efficient options, supported by a large nationwide network of financial advisors and branch offices.

Harold Jandreski is a CFP® professional based in Traverse City, MI, with 35 years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent 16 years with Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, including individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jamie Keillor is a financial advisor at Edward Jones in Traverse City, MI, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of advising, he serves as an officer of Crystal Lake Golf Course Inc., a golf course in Beulah, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Karla Taylor is a Series 66-licensed financial advisor with Robert Baird & Co. in Traverse City, MI. She has seven years of experience in the industry, including three years at Britten Inc. Outside of her advisory role, she works seasonally with an event planning company called Merry Makers. Karla is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and portfolio management services, including discretionary and non-discretionary strategies, supported by internal research and technology-driven tools.

Anna Gill is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Harrington's By the Bay as a food and beverage server. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional categories. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

James Bowser is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank for a combined 10 years. Bowser also serves as an associate financial advisor to an Ameriprise franchisee through RRL, LLC. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

David Greiner is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He has been with Merrill since 2006 and concurrently associated with Bank of America, N.A. since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Angela J. Crosher is a Financial Advisor with Merrill Lynch Wealth Management, based in Traverse City, MI. She works closely with clients to understand their personal financial goals and crafts tailored wealth management strategies to help them navigate the complexities of today's market. Angela emphasizes making finance approachable and empowering, assisting clients in achieving financial freedom through clear and supportive guidance. Her expertise encompasses a range of areas including college education planning, family wealth management, retirement planning, philanthropic planning, and services tailored to endowments, foundations, and non-profits. Angela holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of California system and a Master's Degree from the California Institute of the Arts. Outside of her professional work, Angela enjoys antiquing, biking, cooking, gardening, golfing, hiking, music, spending time with her family, traveling, and watching movies.

Jeffrey Guy is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been helping clients since 2007. He specializes in creating wealth management and financial strategies for high-net-worth individuals, families, and business owners. His client focus areas include legacy planning, philanthropic planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, retirement income, and investment consulting for defined contribution plans. Jeff graduated from Hope College with a bachelor's degree and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is actively involved in his community, serving as a co-founder and board member of Stand Up for Great Lakes, a non-profit focused on clean water and protecting the Great Lakes. Additionally, he is a board member of the Economic Club of Traverse City and a member of the Michigan Oil & Gas Association and the Hope College Alumni Association. Jeff enjoys biking, boating, fishing, golfing, hiking, and ice hockey. He lives with his wife Melissa near the Merrill office in Traverse City and values spending time getting to know his clients and their families.

William Corbett is a financial advisor with Robert Baird & Co. in Northport, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he is the sole proprietor of Corbett Communications Co., where he focuses on writing and editing manuscripts. Corbett is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension plans, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlay services to meet diverse client goals and risk tolerances.

Coleman Schindler is a financial advisor at Robert Baird & Co. with four years of industry experience. He has been with Baird since 2020 and previously worked at Crystal Down Country Club for ten years. He holds a Series 66 designation. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Matthew Russell is a Certified Financial Planner® with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and formerly at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he has ownership interests in Russell Oil and Gas, LLC and Lost Moose, LLC, a hunting cabin property in Fife Lake, MI. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Zachary Yaklin is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in several business ventures including ownership and management of multiple rental real estate properties and a mixed-use commercial building development, as well as a private investment in a restaurant business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with an emphasis on institutional consulting and a unique municipal advisory affiliation.