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Mark W

Series 65

Oscoda, MI

Brookwood Financial Services

Mark Wygant is a Series 65-licensed financial advisor with Brookwood Financial Services in Oscoda, MI, where he has worked since 2023. He has 2 years of industry experience and previously worked at STS Technical Services for 11 years. Outside of his advisory role, he owns and operates an Airbnb short-term rental. Brookwood Financial Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses a multi-method investment approach and offers discretionary portfolio management along with one-time or ongoing financial planning.

Options & derivatives strategies Real estate investing Annuities Wealth management General tax planning
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Dustin C

Series 63, Series 65

Oscoda, MI

PNC Wealth Management

Dustin Clare is a financial advisor with PNC Wealth Management in Oscoda, MI, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with PNC investments since 2015. Outside of his advisory work, he serves as a finance council board member at Sacred Heart Catholic Church. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, algorithm-driven digital portfolio solution for employees. The firm uses approved model strategies executed by delegates and emphasizes automated rebalancing with limited direct client interaction.

Passive / index investing Active portfolio management Wealth management Executive
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Gregory M

Series 66

Tawas City, MI

Edward Jones

Gregory Malewska is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he held positions at the District Health Department No. 2 and worked in healthcare and education sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Warren B

Series 63, Series 66

East Tawas, MI

LPL Enterprise

Warren Brewer is an advisor at LPL Enterprise with Series 63 and Series 66 credentials and 23 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC since 2002. Outside of his advisory role, he owns a business buying and selling pool sticks for profit. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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Joseph B

Series 63, Series 65

East Tawas, MI

Edward Jones

Joseph Bettega is a financial advisor at Edward Jones with 32 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Edward Jones since 1993. Based in East Tawas, MI, he works within one of the largest wealth management firms in the United States. Edward Jones serves more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mark S

Series 63, Series 66

Oscoda, MI

Edward Jones

Mark Shultz is a financial advisor with Edward Jones in Oscoda, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he manages a real estate business, Mark II Corp, LLC, based in Harrisville, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment solutions, and affiliated products through a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning Military & Veterans
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Deborah J

Series 66

East Tawas, MI

Edward Jones

Deborah Jungquist is a financial advisor at Edward Jones with 15 years of experience at the firm. She holds the Series 66 designation and is based in East Tawas, Michigan. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mary G

CFP®, Series 66

East Tawas, MI

Edward Jones

Mary Guzak is a CFP® and Series 66 licensed financial advisor with Edward Jones in East Tawas, Michigan. She has 12 years of industry experience and has been with Edward Jones since 2013. Outside of her advisory role, she is a co-owner of real estate investment businesses in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of over 23,000 advisors and 15,000 branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive
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Sheila M

Series 66

Tawas City, MI

Edward Jones

Sheila Malewska is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at AuPairCare and South University. Outside of her advisory role, she is involved with 6M Holdings LLC, a real estate holding business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets with a network of over 23,700 advisors. The firm offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Jacob L

Series 66

Oscoda, MI

Edward Jones

Jacob Lamrock is a financial advisor with Edward Jones in Oscoda, Michigan, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2026, he worked at Bank of America/Merrill Lynch for eight years. He is also a general partner and managing member of JD Fine Furnishings, a retail internet used furniture sales business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, tax-efficient solutions, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Savannah B

Series 66

East Tawas, MI

Edward Jones

Savannah Bettega Dobbs is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. 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 solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Charitable giving & philanthropy Retirement income strategy Wealth management Military & Veterans
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