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.

Adrian Chisholm is a financial advisor with Ameriprise in Rapid City, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a dance instructor at Alden Dance Academy, teaching ballet, tap, jazz, and contemporary dance. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Al Bruchnak is a CFP® professional with 25 years of experience, affiliated with Raymond James Financial in Traverse City, MI. He has worked with Raymond James Financial Services since 2005 and owns Al Bruchnak Financial Services, LLC. Outside of finance, he co-owns For Real Money Designs, LLC, a business created to hold domain names and logos. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs while maintaining a unique municipal advisor affiliation and specialized employer advisory services.

John Collier Jr. is a financial advisor with Robert Baird & Co. in Traverse City, MI, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. He has been with Robert Baird & Co. since 1997. Outside of his advisory role, he has part ownership in a family farm. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides tailored consulting and portfolio services across a range of traditional and non-traditional investment strategies, including discretionary management and separately managed account programs.

Jason Piedmonte is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2015 and at J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kelli Hamilton is a financial advisor with Wells Fargo Clearing in Traverse City, MI, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Wells Fargo in 2025, she held roles at JPMorgan Chase Bank and J.P. Morgan Securities, and earlier worked in prosecutorial offices in Grand Traverse and Roscommon counties. 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 offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Bryan Poirier is a CFP®-credentialed financial advisor with 35 years of industry experience, currently with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Questar Asset Management, spanning over 16 years combined. Outside of finance, he has been a professional musician performing locally in the Traverse City area since 1979. OSAIC serves a diverse range of clients, including individual, high-net-worth, institutional, and charitable organizations, providing brokerage, advisory, and financial planning services through a large network of advisors and multiple platforms. The firm employs a variety of asset allocation tools and offers both discretionary and non-discretionary portfolio management with access to third-party investment solutions.

Steven Kelty is a Wealth Management Advisor with Merrill Lynch Wealth Management. He specializes in serving small business owners and retirees, focusing on personal retirement planning, tax minimization, and retirement income strategies. Steven holds a Bachelor's Degree from Western Michigan University and is a CERTIFIED FINANCIAL PLANNER™ (CFP) as well as a Personal Investment Advisor (PIA). His approach emphasizes connecting clients to tailored plans aligned with their unique ambitions and priorities, aiming to simplify the complexities of investing. Outside of his professional work, Steven enjoys biking, boating, camping, running, and skiing.

Buz Zamarron is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel since 2009 and holds the Series 63 and Series 65 licenses. Outside of his advisory work, he serves as a Successor Trustee of a family trust and is involved with the Exchange Club of Traverse City. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment recommendations are based on a proprietary methodology developed by the firm's Investment Strategy Group, providing guidance for asset allocation, retirement, insurance, and estate planning.

Harold Kranick is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, with 33 years of industry experience. He has worked with Cetera and related entities since 2021 and was previously with VOYA Financial Advisors from 2014 to 2021. Outside of advising, he is associated with several insurance agencies and fixed insurance product sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating a multi-manager platform that allows advisors to utilize both affiliated and third-party investment strategies.

Ryan Black is a CFP® with eight years of industry experience, currently serving at Wells Fargo Clearing since 2017. Prior to this, he worked at Johnson and Johnson for one year. He is a member of the Investment Policy Committee and the Finance Committee at The Children's House Montessori in Traverse City, MI. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Tate Yonker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan, he held positions at Equitable Financial Life Insurance and Raymond James, and he attended Michigan State University from 2021 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Mari Calton is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Traverse City, MI, with six years of industry experience. She has worked at IB Wealth Management, Cetera, and Independent Bank. Outside of her advisory work, Calton serves as treasurer and resident agent for Crossroads Church of the United Brethren in Christ and is vice president of the Charlotte Orioles Band Boosters, coordinating special events for students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports clients through advisory programs and institutional consulting.

William Bottrell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Dennis Brodeur is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2000. Outside of advising, he is a partner in JACER Properties LLC, which owns and leases office space to his Raymond James branch. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lauri Mcdougall is a financial advisor with Raymond James & Associates in Traverse City, MI, holding Series 63 and Series 65 licenses and having 32 years of industry experience. She has been with Raymond James & Associates since 2000. Outside of her advisory role, she has worked as a sales clerk at Younkers in Traverse City. 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 advisory services supported by a broad range of portfolio management styles and affiliated research.

Michael Healey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Day Park Advisory Committee in Torch Lake Township, focusing on park safety and related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gwendolyn Flees is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Matthew Eckenrode is Senior Resident Director at Merrill, where he and his team provide investment planning-based wealth management services. With a career in financial services beginning in 2004 and joining Merrill in 2010, Matthew specializes in helping high net worth individuals, families, and businesses develop strategies tailored to their financial goals. His expertise includes family wealth management, personal retirement planning, philanthropic planning, portfolio management, and integrating corporate benefit programs such as equity compensation and deferred compensation plans into long-term financial approaches. Matthew holds a Bachelor's Degree from Michigan State University and carries professional designations including Certified Financial Planner (CFP) and Personal Investment Advisor (PIA). He applies a goals-based approach to wealth management, working closely with clients to ensure their wealth is allocated to support their personal objectives. Matthew is also involved with the Psi Upsilon Foundation, serving as Vice Chair and participating on the foundation’s investment committee. Outside of his professional responsibilities, Matthew enjoys boating, football, golfing, woodworking, traveling, and spending time with his family. He is an avid supporter of Michigan State University and stays connected with the MSU community through attendance at games and events.