John Elwell is a Series 66 licensed financial advisor with Edward Jones, based in Traverse City, MI. He has 12 years of experience in the industry and has been with Edward Jones since 2013. Outside of his advisory role, he is connected to a family loan repayment involving Port City Smokehouse in Frankfort, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Ricks Jr. is a financial advisor with STIFEL in Traverse City, MI, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with STIFEL since 2009. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Mark Lundmark is a financial advisor with Morgan Stanley in Traverse City, MI, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning through dedicated advisors and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support client financial plans.

Randall Chapman is a financial advisor at LPL Financial with 40 years of industry experience. He has been with LPL Financial since 2009 and holds a Series 63 designation. Outside of his advisory role, he is involved in tax preparation and accounting through James P. Chapman, Inc., where he dedicates a significant portion of his time. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutional clients. The firm offers a broad range of financial planning and advisory programs, combining both discretionary and non-discretionary management with research-supported investment strategies.

Cole Blades is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has two years of industry experience, including prior roles at Nicolet National Bank and Baird, Cotter, & Bishop. His background also includes positions with the Michigan Department of Health and Human Services and the Michigan Department of Environmental Quality. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through non-discretionary advisory programs supported by extensive research and portfolio management resources.

Gregory Hicks is a financial advisor with Stifel, holding a Series 63 designation and 35 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2021 and previously spent five years with Benjamin F. Edwards & Co. Stifel serves a diverse client base, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Thomas Reehorst is a financial advisor with Mass Mutual Investors Services in Traverse City, MI, holding a ChFC® designation and Series 63 license, with 40 years of industry experience. His career includes 27 years at MetLife Securities Inc. and over a decade with MassMutual entities. Outside of his advisory role, he owns and manages a grape-growing business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative annual planning relationships.

Jerome Hartl is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wedbush Securities Inc. for nine years. Outside of his advisory role, he serves as a trustee for two supplemental needs irrevocable trusts and contributes as an editor and review committee member for the CMT Association Journal of Technical Analysis. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party asset managers and LPL programs. The firm employs a hybrid referral and implementation model that combines advisory and brokerage services tailored to client goals and risk tolerance.

Heather Boivin is a CFP®-certified financial advisor at Edward Jones with 26 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Kebler is a Series 66 licensed financial advisor with Morgan Stanley in Traverse City, MI, and has five years of industry experience. Prior to joining Morgan Stanley in 2020, he held roles at Hagerty Insurance, CBIZ Inc., Laurus Transaction Advisors LLC, and Otis Elevator. He holds a minority ownership interest in a Michigan farm land leasing LLC inherited from his father. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Richard White is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he owns a seasonal boat rental business operating fishing and pontoon boats in Traverse City, MI. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by proprietary and third-party research.

Thomas Roop is a financial advisor with Ameriprise in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of advising, Roop serves as president on the board of directors for TACS and is involved with cost-sharing businesses through RRL, LLC and TruNorth Group, LLC. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, providing written recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines automated and team-reviewed processes to deliver tailored retirement income strategies.

Samuel Holmes is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized financial strategies tailored to clients' individual goals, leveraging Merrill's investment insights and Bank of America's banking and lending resources. His client focus areas include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Holmes holds a Bachelor's Degree from Michigan State University and maintains professional designations as a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he enjoys activities such as billiards, cooking, fishing, gardening, hiking, hunting, photography, reading, skiing, and swimming.

Spencer Orlando is a financial advisor at Merrill with a Series 66 credential. Although he has no prior industry experience, he has held various roles including positions at Bank of America National Association and the University of Michigan. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Markus Hunter is a financial advisor with Primerica Advisors based in Traverse City, MI. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Hunter has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Financial Services since 2010. Outside of his advisory role, he is the owner and partner of Hunter Technology Consulting. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Marissa Vandenberg is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Raymond James Financial Services, TD Ameritrade, JP Morgan Chase Bank, and The Huntington National Bank. Outside of her advisory role, she owns Lightbulb Ventures LLC, a company focused on creating innovations in ideas and products. 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 combines brokerage and advisory solutions supported by research and analytics that emphasize diversification and modern portfolio theory.

Katherine Miller is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Wells Fargo Clearing since 2016, including a prior role at WELLS FARGO Advisors, LLC. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

James Stoops is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 credential and has worked at Raymond James & Associates since 2015. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Yancy Boivin is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Robert Fenton is a financial advisor at Stifel with 15 years of industry experience. He holds the Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following eight years at Raymond James & Associates. Outside of his advisory role, he has been involved with RJF Sports since 2006. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies.