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.

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 with Stifel, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment process relies on a proprietary methodology developed by its Investment Strategy Group, offering forward-looking analyses to support client decision-making.