Ryan Mc Neill is a financial advisor at Insight Folios with eight years of industry experience. He holds a Series 65 designation and has worked at Legacy Life Financial, Insight Folios, Brookstone Capital Management, and Great Lakes Insurance. In addition to his advisory role, he is an insurance producer involved in the sale of life and health insurance and annuity products. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supplemented by proprietary planning software and artificial intelligence tools.

Michael Glenn is a CFP® with 25 years of industry experience, currently affiliated with Mariner Independent in Port Huron, MI. His prior roles include positions at Huntington National Bank and Oppenheimer. He also offers investment services through Sterling Private Wealth and Mariner Platform Solutions. Mariner Independent serves individuals, trusts, pension plans, and charitable organizations through a network of investment adviser representatives, providing financial planning, portfolio management, and access to a broad range of investment tools and affiliated business services.

Christine Newberry is a financial advisor at Mariner Independent with a Series 65 designation and over 20 years of experience, including a long tenure at Huntington National Bank. She has been affiliated with Mariner Platform Solutions and Sterling Private Wealth since 2025. Mariner Independent offers investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides access to model portfolios, third-party managers, and retirement plan services, supported by institutional resources and affiliated private funds.

Bailey Spencer is a financial advisor at SPC with a Series 66 designation and five years of industry experience. Prior to joining SPC, Bailey worked at Sigma Financial Corporation and held various roles at other companies including Rei and LAZ Parking. Outside of financial advising, Bailey also works part-time as a food delivery driver for Door Dash. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network serving over 30,000 clients and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other programs.

Todd Shivers is a CFP® and ChFC® with 25 years of industry experience. He is currently with Osaic Advisory Services, LLC and has prior experience at Sigma Financial Corp and SPC. He is also president of Todd Shivers Financial Services, Inc., which offers sales of life, health, long-term care insurance, and annuities. Osaic Advisory Services, LLC provides investment management and financial planning to a broad range of clients, including individuals, pension plans, corporations, and charitable organizations. The firm offers multiple advisory program models and access to alternative investments, with custody primarily arranged through Schwab and Fidelity.

Jeffrey Rancilio is a financial advisor at Oppenheimer with 38 years of industry experience. He has held Series 63 and Series 65 designations and has been with Oppenheimer since 1999. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm provides a range of programs and advisory services, including discretionary and non-discretionary portfolio management, financial planning, and consulting.

Ryan Charron is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of advisory programs including asset management, consulting, and retirement services, using strategic and tactical asset allocation alongside manager selection and portfolio reviews.

Daniel Negin is a financial advisor with Equity Services, Inc. in Port Huron, MI, holding Series 66 and Series 63 certifications and one year of industry experience. Prior to joining Equity Services, he worked at Farm Bureau Insurance of Michigan for 14 years. He is also CEO and managing partner of Riverfront Insurance and Financial Group, where he leads recruiting, development, training, and field work. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

James Charron is a financial advisor at Oppenheimer with 42 years of industry experience. He has held his current position since 1999 and holds Series 63 and Series 65 designations. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and both discretionary and non-discretionary investment management.

James Winiarski is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with The Huntington Investment Company since 2012 and previously worked within The Huntington National Bank from 2012 to 2018. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through the Envestnet MAS platform, employs an open-architecture investment model, and integrates proprietary Private Bank strategies alongside third-party offerings.

Christopher Knowlton is a financial advisor at Oppenheimer with 34 years of industry experience. He has been with Oppenheimer & Co. Inc. since 1999 and holds Series 63 and Series 65 credentials. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

James Mclaughlin is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has been with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors. The firm combines its municipal-advisor registration and bank affiliation to provide a variety of discretionary managed-account programs with features such as direct indexing and tax-overlay services.

Aaron Goodwin is a financial advisor with Empower Advisory Group in Saint Clair, MI, holding a Series 66 designation. He has been with Empower Advisory Group since 2026 and has prior experience with Freestar Financial Credit Union, Paychex, ADP, and Rocket Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

David Thomas is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Lori Stephenson is a Series 66-licensed financial advisor with Stifel in Saint Clair, MI, and has 17 years of industry experience. She has been with Stifel Nicolaus & Co. since 2010. In addition to her advisory role, she is a commissioned notary. Stifel serves a diverse client base that includes individuals, institutional investors, and municipal entities, providing both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group, offering fee-based financial planning and model allocations intended to assist client decision-making.

Matthew Gregor is a Series 66-licensed financial advisor with 13 years of industry experience, currently with Equitable Advisors since 2013. He previously worked at AxA Advisors from 2013 to 2020. Outside of his advisory role, Gregor is a member of Aspen LLC. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Steven Weingartz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Insurance Specialists Agency LLC. He also manages Weingartz Financial Services, Inc., a business entity he has operated since 2001. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Alley is a financial advisor with Edward Jones in Saint Clair, MI, holding a Series 66 designation and nine years of industry experience. Prior to joining Edward Jones in 2017, he spent 31 years working for the East China School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering various investment strategies and affiliated financial products under a fiduciary standard.

Daniel Krauskopf is a CFP® professional with 17 years of industry experience, currently practicing at Raymond James Financial in Marysville, MI. He has served on the finance committee of Saint Christopher church since 2019, where he oversees budgets and expense monitoring. Krauskopf also sells fixed annuities and life insurance through Eschels Financial Group and operates Beacon Wealth Group. 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, pensions, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals across a broad advisor network.

Gregory Busdicker is a financial advisor with Wells Fargo Clearing in Port Huron, MI, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.