Michael Toth is a financial advisor with UBS Financial Services in Muskegon, MI, holding Series 63, 65, and 66 credentials and bringing 37 years of industry experience. He has been with UBS since 2008. Outside of his advisory role, he serves on the boards of Dexter Research Center, Inc. and Midwest Microdevices, Inc., both in the electronic and electrical equipment sector, and is also a board member of the West Michigan Horticultural Society, which manages the Frederik Meijer Garden & Sculpture Park. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities, providing a broad range of financial services including portfolio management, mutual funds distribution, and capital markets activities.

Levi Haight is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Avantax Investments Services, LPL Financial, and Guardian Life Insurance. Haight also manages Haight Wealth Group, LLC, which he established for tax purposes and employee payroll. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Jessica Byard is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Sarah Lysiak Rahrig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a notary in Michigan and is involved with Prestige Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.

Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Braeburn Wealth Management for 12 years. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification, fundamental analysis, and modern portfolio theory with a long-term trading approach while also offering standalone financial planning and specialized probate support.