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 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Outside of his advisory role, Burns is an owner of PIN SEEKERS, LLC, a non-investment related business. River Raisin Investment Partners provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies using ETFs, mutual funds, equities, fixed income, and other securities, with accounts reviewed regularly to align with clients’ objectives and risk tolerance.

Lee Haselschwerdt is an investment advisor representative with Fairway Investment Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and a long-standing career as a teacher with Dundee Community Schools since 2002. He is also associated with MEA Financial Services, where he acts as an insurance representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, focusing on tailored recommendations and predominantly non-discretionary management.

Nicholle Zoltaszek is a financial advisor at Success Wealth Management LLC with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Bankers Life and American Senior Benefits. Success Wealth Management LLC serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting, managing approximately $110.5 million in assets across about 814 client relationships with a team of 15 advisors. The firm applies Modern Portfolio Theory to asset allocation and includes a range of investment options tailored to client risk profiles.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 credential and has one year of industry experience. His prior work includes roles at Ottawa Park Golf Course, Boaters Choice, and the University of Toledo. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors—including high-net-worth and non-HNW clients—as well as corporate and retirement plan sponsors, offering diversified, ETF-centered model portfolios alongside a range of financial planning, wealth management, and retirement consulting services.

Brady Burns is a CFP® and ChFC® with 19 years of industry experience, currently serving at Hantz Financial Services, Inc. since 2006. He is based in Tecumseh, MI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Burns serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill in Canton, MI. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts and unified managed account solutions, and offers a range of financial planning, portfolio management, fiduciary, and implementation services supported by affiliated entities in banking, tax consulting, insurance, and mortgage origination.

Christopher Rennert is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise Financial Services and PNC in addition to his current firm. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm utilizes an open-architecture model combining third-party sub-managers and proprietary private bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

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 involved with Prep Baseball Report for two years. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker‑dealer serving individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in client assets. The firm offers diversified, ETF-centered investment strategies, financial planning, and wealth management services supported by a range of affiliated financial activities, including mortgage brokerage and insurance.

Vera Johnson is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has worked at Fifth Third Securities, Inc. since 2017 and previously spent six years at LPL Financial. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines a bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan. He holds a Series 65 designation and has seven years of industry experience. His prior work includes employment at Clifton Larson Allen and Hantz Tax & Business. Outside of his advisory role, he provides consulting accounting services through Wolfe, LLC. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with a range of financial planning, wealth management, and retirement consulting services, operating both discretionary and non-discretionary mandates.

Hunter Johnston is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 66 designation and has two years of industry experience. Prior to joining Hantz Financial Services, he worked in various roles including positions in the restaurant industry and education. Outside of financial advising, Johnston is employed as a cook and bartender at Two Lakes Tavern. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated entities and technology partnerships.

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® professional with 10 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2016. Prior to this, he worked at Adrian College for three years. Outside of his advisory role, he is involved in a custom handmade signs business where he assists with production and vendor events. Hantz Financial Services, Inc. manages approximately $10 billion in client assets and serves individual investors, corporate, and retirement plan sponsors through a multi-advisor platform. The firm employs a diversified, ETF-centered investment approach, offering financial planning, portfolio management, retirement consulting, and additional services including mortgage brokerage and insurance through affiliated agencies.

Gregory Stewart is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding a Series 65 designation with six years of industry experience. His background includes roles at Adrian College and Singh prior to joining Hantz Financial Services in 2018. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated banking, tax, and consulting 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 CFP®-designated financial advisor with nine years of industry experience, currently associated with LPL Financial. Prior to joining LPL, she worked at Merrill Lynch, Sigma Financial Corporation, and SPC. She is involved in additional business activities through Trowbridge & Associates Inc., focusing on non-variable insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios and research from both internal and third-party sources.

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.

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 industry experience, currently serving as a financial advisor at LPL Financial. Prior to joining LPL in 2025, he spent 12 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a notary and operates a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to research, model portfolios, and various investment strategies.

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 with OSAIC in Monroe, MI, holding a Series 66 designation and three years of industry experience. He previously worked at Woodbury Financial Services Inc and has operated his own CPA firm, Joshua L Seegert & Company PLLC, since 2015, providing tax and bookkeeping services. He is also involved in life insurance sales, offering life insurance and annuity products. OSAIC serves a wide range of clients, including individual investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools and third-party platforms to manage diverse portfolios.

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 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc. and SII Investments, Inc. In addition to his advisory role, he is licensed to sell life insurance, including term life and fixed annuities. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, employing advanced asset-allocation tools and offering access to multiple investment platforms and third-party managers.

Kevin Seegert is a financial advisor at OSAIC with over 42 years of industry experience. He holds a Series 63 designation and previously worked at Woodbury Financial Services Inc. and SII Investments Inc./Seegert & Seegert Financial Advisors. Outside of his financial career, he serves on the board of directors for Nations Light Ministry and is chairman of the board for D&P Communications. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diverse portfolios, and provides access to third-party money managers and model solutions.

David Devantier is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Commonwealth Financial Network and Village Wealth Management. Outside of advising, he is an insurance agent selling annuities and serves as CEO of an investment-related commercial real estate entity. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and supports a wide network of advisors with tools that incorporate risk profiling and modeling to assist client decision-making.

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 with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated entity since 2014. Outside of her advisory role, she serves as secretary of the Clinton, MI Rotary Club and is an advisory board member for the Tecumseh Parks & Recreation Department. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.