Adam Du Bois is a financial advisor at Cetera with a Series 66 designation and one year of experience in the industry. Outside of advising, he is involved with MoldPro and Caballero Financial Advisory. Adam graduated Magna Cum Laude from Eastern Michigan University, where he studied Business Administration. Cetera Investment Advisers LLC serves a diverse client base, including individuals, corporations, retirement plans, and institutions, through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement plan services, utilizing multiple investment platforms and third-party managers.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Burns is also the owner of PIN Seekers, LLC, a non-investment related business. River Raisin Investment Partners serves individual and high-net-worth clients as well as corporate retirement plans, employing an individualized asset-allocation approach that integrates exchange-traded funds with fundamental, technical, and tactical analysis. The firm offers portfolio management, financial planning, and retirement advisory services with a focus on participant-level management and institutional plan support.

Lee Haselschwerdt is an Investment Advisor Representative at Fairway Investment Group, LLC with one year of industry experience. He also serves as a teacher at Dundee Community Schools, a role he has held since 2002. Additionally, he is affiliated with MEA Financial Services as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers portfolio management through LPL Financial-sponsored programs and combines fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Bankers Life Advisory Services and Edward Jones. Outside of advisory work, she is involved with American Senior Benefits. Success Wealth Management LLC serves individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm customizes asset allocation based on Modern Portfolio Theory and client goals, utilizing technology to support client communications while not relying on AI for investment decisions.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.

Collin Korte is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2018. Prior to that, he was with Prep Baseball Report for two years. Hantz Financial Services serves a broad range of clients including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Vera Johnson is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Monroe, MI. She holds the CFP® and ChFC® designations and has 26 years of industry experience. Her prior roles include positions at LPL Financial, Uvest Financial Services Group, Inc., and Merrill. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types via its Passageway Managed Account Platform, combining third-party portfolio managers with customizable investment strategies.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan, holding a Series 65 designation and seven years of industry experience. He previously worked at Clifton Larson Allen and has been associated with Hantz Tax & Business since 2017. Outside of his advisory role, Blasiman provides consulting accounting services for Wolfe, LLC. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and technology-driven solutions such as direct indexing and automated tax-loss harvesting.

Hunter Johnston is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his financial advisory role, Johnston works part-time as a cook and bartender at Two Lakes Tavern in Manitou Beach, Michigan. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with an emphasis on asset allocation, rebalancing, and tax-loss harvesting.

Ryan Sherwin is a financial advisor at Fifth Third Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fifth Third Securities since 2011, also working with Fifth Third Bank since 2008. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and other institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a multi-layered operational structure.

Hunter Phipps is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2016. Prior to joining Hantz, he worked at Adrian College from 2013 to 2016. Outside of his advisory role, he is involved with Simply Styled Homemade Signs, a business that creates custom, handmade décor signs. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party money managers and technology platforms to provide financial planning, wealth management, and retirement plan consulting.

Gregory Stewart is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Hantz Financial Services in 2018, he held roles at Adrian College and Singh. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, business owners, and institutional clients. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and offers a range of financial planning and consulting services alongside brokerage, mortgage, and insurance products through affiliated entities.

Adam Caballero is a financial professional with 11 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has previously worked at Edward Jones and Ameriprise. Outside of his advisory role, he serves as a wrestling coach for Milan Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and customized strategies.

Dana Trowbridge Mette is a financial advisor at LPL Financial with nine years of industry experience. She holds the CFP® and Series 66 designations and has previously worked at Merrill Lynch, Sigma Financial Corporation, and SPC. Outside of her advisory role, she is involved in non-variable insurance through Trowbridge & Associates Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Riley Andren is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms including Ameriprise, E*TRADE, and TD Ameritrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Charles Cory II is a financial advisor with Cetera holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors. Cory is also co-owner of Blissfield Financial Services, an insurance and investment business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Amanda Cravens is a financial advisor at Ameriprise with six years of industry experience. She previously worked at The Huntington Investment Company and Huntington National Bank. Cravens holds the Series 63 and Series 65 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice. The firm’s approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options within a structured investment universe influenced by affiliated products and economic relationships.

Fred Swank Jr. is a financial advisor at Edward Jones in Monroe, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015 and has also been affiliated with Spring Arbor University since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors. The firm provides both discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. 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.

Mark Johnson is a CFP® professional with 13 years of experience in the financial services industry, currently affiliated with LPL Financial. He previously worked for Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 12 years. Outside of his advisory role, he is a commissioned notary and operates a separate business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment approaches including model portfolios and third-party management, supported by advanced advisor tools, while maintaining a broad non-advisory financial services platform.

Mark Kerr Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 19 years of industry experience. Prior to joining Raymond James in 2025, he spent nine years with Commonwealth Financial Network. Outside of advising, he serves as CEO of Village Wealth Management, an independent firm focused on investment services and retirement planning, as well as leading a marketing company supporting that business. 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, pension plans, corporations, and institutional clients. The firm uses detailed risk profiling and analytical tools to tailor non-discretionary planning and consulting services and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Joshua Seegert is a financial advisor at Osaic Wealth with four years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. In addition to his advisory role, he is the sole practitioner of his own CPA firm, providing tax return preparation and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a large multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Ross Terrasi is a financial advisor with Raymond James Financial in Dundee, MI, holding a Series 66 credential and two years of industry experience. Prior to joining Raymond James, he worked at Commonwealth Financial Network, Next Door Lending, and Rocket Mortgage. He is the owner of RT Business Consulting LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public finance services.

Drew Ditto is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Commonwealth Financial Network and various positions outside the financial sector, including teaching at The University of Toledo and Monroe County Community College. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Jordan Seegert is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services INC and SII Investments, Inc. In addition to his advisory role, he is a licensed agent selling life insurance, including term life policies and fixed annuities. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization supported by various investment tools.

Kevin Seegert is a financial advisor at OSAIC with 42 years of industry experience and holds a Series 63 designation. His prior roles include positions at Woodbury Financial Services and SII Investments Inc./Seegert & Seegert Financial Advisors. Outside of finance, he serves on the board of directors for Nations Light Ministry and is chairman of the board for D&P Communications. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform featuring comprehensive financial planning, model-based asset allocation, and access to various managed account programs.

David Devantier is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Commonwealth Financial Network and Village Wealth Management. Outside of advising, he is an insurance agent specializing in annuities and serves as CEO of an investment-related commercial real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work uncommon among large institutional advisors.

Shawn Siddall is a financial advisor with Edward Jones in Monroe, MI, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He has been with Edward Jones since 1991. He serves as a board member and on the finance committee for Roselawn Memorial Cemetery Park in Lasalle, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Michael Cory is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Voya Financial Advisors and long-term involvement with Blissfield Financial Services and Blissfield Insurance Agency. Outside of advising, he serves on the board of the Tri County Historical Museum and is a partner in Running Bucks Farms, LLC. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with diverse program options and custodial relationships.

Zachariah Penwell is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously managed a chiropractic clinic while also providing nutritional consultations for Metagenics. Prior to his financial advisory role, he worked in healthcare and corporate settings. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Jeff Guthrie is a financial advisor with Cetera in Dundee, MI, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at The Huntington National Bank and its affiliated investment companies. Cetera Investment Advisers LLC serves a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Stacy Downing is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of her advisory role, she serves as an advisory board member for the Tecumseh Parks & Recreation Department and is the secretary of the Rotary Club in Clinton, MI. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.