Zachary Lucas is a Series 66-licensed financial advisor at LPL Financial with 18 years of industry experience. He previously worked at OSAIC for 11 years and Savage & Assoc Inc for 16 years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a national network of investment adviser representatives.

David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

William Siegert is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Siegert also operates a DBA known as America Group Retirement Strategy Centers. 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, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Jason Smith is a financial advisor at Edward Jones with nine years of industry experience. He has held his current position since 2016. Smith holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Scott Long is a financial advisor at Ameriprise with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise since 2010. Outside of advisory work, he is involved in several business ventures including tax preparation through his own CPA firm, a travel agency, and commercial real estate partnerships. He also serves on the board of the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning and ongoing advice based on a written Recommendation Report combining proprietary research and third-party data.

Renata Brown is a financial advisor at Edward Jones in Sandusky, MI, holding a Series 66 credential with three years of industry experience. She has been with Edward Jones since 2005. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Daniel Everhart is a financial advisor at Edward Jones in Sandusky, MI, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, Everhart owns and manages a rental property business in Imlay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branches, offering discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.