Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Stefan Cherniawski is a financial advisor at Wealth Management Institute, Inc. in Lansing, MI, holding Series 66, 63, and 65 licenses with two years of industry experience. His prior roles include positions at Madison Avenue Securities, Fountain and Co, and Transamerica Financial Advisors, Inc. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and institutional entities. The firm delivers its advisory work through tailored, written plans and consultations using proprietary strategies that emphasize asset allocation, risk tolerance, and income planning.

Francis Cherniawski is a financial advisor with Wealth Management Institute, Inc. in Lansing, MI, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has worked with multiple firms including Madison Avenue Securities, Inc. and Global Financial Opportunities Corp. Outside of advisory services, he is vice president of Pohl and Associates, Inc., where he sells various types of insurance and annuities. Wealth Management Institute provides financial planning and consulting services to individuals, high-net-worth clients, and institutional entities. The firm delivers tailored written plans using proprietary processes focused on asset allocation, risk tolerance, and income planning, primarily recommending mutual funds, ETFs, and individual securities without ongoing discretionary portfolio management.

Cody Rogers is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. He has also worked at Auto-Owners Insurance since 2014. Rogers holds a life insurance agent license in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and a mix of investment types, while offering a retirement-plan consulting practice that includes ERISA fiduciary services.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Connor Williamson is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Aldi, Ten Point Financial, and teaching positions at Michigan State University and local schools. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, while also offering retirement-plan consulting and coordinating estate-planning through an online platform.

Cole Williams is a financial advisor at Shotwell Rutter Baer Inc with a Series 65 designation and one year of industry experience. He previously worked at New York Life and has been involved with Carrabbas Italian Grill since 2017. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a range of engagement and fee models without minimum portfolio size requirements.

Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Gradient Securities and Ten Point Financial, LLC. He also maintains a part-time role as a licensed insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm offers discretionary investment management, financial planning, and estate-planning assistance through an online attorney platform, employing a value-oriented investment approach combined with proprietary quantitative models and third-party sub-advisors.

Jeffrey Rutter is a financial advisor at Shotwell Rutter Baer Inc with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. Shotwell Rutter Baer Inc provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models without minimum portfolio size requirements.

Nick has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor. Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem. Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals. Shortly after his realization, he was introduced to the pioneers in the industry such as Mitch Anthony and the Money Quotient team. His career in financial life planning was born. Listen to Nick's podcast: https://srbadvisors.com/category/podcast-kitchen-table-finance/

Ashley Sajor is a financial advisor with Shotwell Rutter Baer Inc in Lansing, MI, holding a Series 65 designation and two years of industry experience. Prior to joining Shotwell Rutter Baer, Ashley worked at United Atlantic Insurance and held roles outside finance, including at MSU Library and Quiet Storm Surf Shop. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement, tax and estate planning support, insurance advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models, including fixed-fee project work and subscription-based ongoing planning without a minimum portfolio size.

Ryan Bytwerk is a financial advisor with Rightoak Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Ten Point Financial, LLC, Gradient Securities, LLC, and RJB & Associates LLC. Outside of his advisory work, he is involved in agricultural operations through Ten Point Farms, LLC, where he assists with planting and harvesting. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating a range of asset classes and offering specialized retirement-plan consulting services.

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association. Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

Robert Gentner is a CFP® professional with 17 years of industry experience, currently serving at Founders Financial Securities LLC since 2011. Prior to joining Founders, he worked for the Village of Morrice for nine years. Outside of his advisory role, he is a board member and officer of Living Hope Ranch, a Christian ministry that uses rescued horses to support children who have experienced trauma. Founders Financial Securities LLC provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients, managing approximately $4.1 billion in assets through a network of independent advisers. The firm offers a range of advisory platforms and specialized services, including 1031 exchange consulting and co-advised private wealth portfolios, while allowing advisers considerable discretion in portfolio management and client service.

Joseph Wilson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Preferred Wealth Management LLC, Gradient Securities, and Kellogg Sales Company. Outside of his advisory role, he serves as Treasurer for the Charlotte Evening Rotary Club, managing financial oversight for the nonprofit organization. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to individual advisors and approved third-party managers.

Anthony Jacob Girard is a CFP® with four years of industry experience, currently serving as a financial advisor at Founders Financial Securities LLC in Lansing, MI. His prior roles include positions at Fifth Third Bank and Fifth Third Securities, as well as experience outside finance at Williams Gunsight Company. He is also involved with T&G Financial Solutions, an investment advisory firm. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance solutions, utilizing multiple advisory platforms and a combination of model portfolios and sub-advisory relationships.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Kevin Imhoff is a financial advisor with HBW Advisory Services LLC in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at several firms including Cetera Advisor Networks LLC and Blue Diamond Business Solutions. Imhoff is also the owner and investment advisory representative of Blue Diamond Financial Coaching LLC, a financial planning service he has operated for over a decade. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach utilizing third-party money managers and model portfolios, and is notable for its high client load per advisor and a diverse mix of retail, institutional, and intermediary relationships.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ and Series 63 designations. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Millbrook also has longstanding involvement with Hicks Millbrook & Cwayna, PLLC and Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Exelon Corporation, CIL Management Consultants, and Blue Cross Blue Shield of Michigan among others. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a wide range of wealth management, retirement, tax, and fiduciary services.

Stephen Hicks is a financial advisor with Focus Partners Wealth, LLC, based in Grand Ledge, MI, with 15 years of industry experience. He has held positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and various other firms dating back to 1998. Hicks also serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Sidney Walser Delaney is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Huntington National Bank and its affiliated investment company since 2018. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party and proprietary investment strategies and offers multiple wrap-fee programs through the Envestnet platform.

Blake Pokley is a CFP® with seven years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and self-employment. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 1976 to 2022. Miller also serves as a board member for a local condominium association in Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Jeanne Tomasek is a financial advisor at Edward Jones with 13 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. 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 and offers a range of advisory programs and investment options through a nationwide network of more than 23,700 financial advisors.

Mark Quimby is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Quimby serves as a trustee for the Waverly Education Foundation, where he participates in fundraising and scholarship selection, and is a board member of the Delta Side Business Association, assisting in local business promotion in Delta Township. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Thomas Myers is a financial advisor at Ameriprise with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management, CG Financial Services, Capital Asset Advisory Services, and WFG Investments. Outside of his advisory work, Myers owns Financial Frameworks, a tax preparation business in Roscommon, Michigan. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a research-driven approach that incorporates algorithmic automation and tax-efficient strategies.

Kiersten Noall Pacino is a Series 66 licensed financial advisor with Edward Jones, based in Grand Ledge, MI. She has over two years of industry experience and has been with Edward Jones during separate periods totaling approximately 25 years. Outside of advising, she owns and operates a Mary Kay Cosmetics business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds under a fiduciary standard.

Roger Bennett is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Royal Alliance Associates, Signator Investors, Asset Financial Services Inc., and Transamerica Financial Advisors, all since the late 1990s or 2010s. Bennett is also a board member of the Grand Ledge Chamber of Commerce, where he reviews governance policies. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing a variety of investment tools and strategies across discretionary and non-discretionary accounts.

Adam Eschtruth is a financial advisor with Edward Jones in Lansing, MI, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Lance Roe Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at Eaton Federal Savings Bank and Infinex Investments, Inc. Roe is based in Charlotte, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, combining discretionary and non-discretionary management with access to model portfolios and third-party research.

Erin Mackie is a financial advisor with Edward Jones, holding a Series 66 designation and over three years of industry experience. She has been with Edward Jones in various roles since 2004. Outside of her advisory work, Mackie serves as a director for the Delta Side Business Association in Lansing, MI, where she helps manage the website, coordinates business expos, and responds to member inquiries. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices.

Adrian Vande Guchte is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he also sells hobby wood turnings. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Joel Carlson is a financial advisor with Ameriprise in Charlotte, MI, holding a Series 66 designation. He joined Ameriprise in 2024 and previously worked in education for over a decade, including positions at Olivet College and Potterville Public Schools. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Nicholas Horstman is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Charlotte, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Erik Hansen is a CFP® professional with 18 years of experience in the financial services industry, all of which have been with Edward Jones since 2008. He is based in Lansing, MI, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Settle is a financial advisor with LPL Financial holding a ChFC® designation and Series 63 license. He has 36 years of industry experience, including over two decades with MassMutual Investors Services and MassMutual Life Insurance. Settle operated his own advisory business briefly before joining LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a wide range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Wendi Stratton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for three years at State Farm's Greer Insurance Agency. She serves on the Investment Committee board of the Barry Community Foundation in Hastings, Michigan, where she oversees the endowment and helps establish the spend policy for charitable grants. 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 and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

David Price is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Kiley Blanton is a financial advisor at Edward Jones in Charlotte, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Blanton worked in various roles including at Hulst Jepsen Physical Therapy and TITLE Boxing Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Charles Archer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory role, he serves as a board member and finance committee member for West Carmel Congregational Church in Charlotte, Michigan, and is involved in tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with a variety of portfolio management and model-based solutions tailored to client objectives.

Nash Roberts is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Michigan State University Federal Credit Union and held roles at Eagle V Corp and the Michigan State University Police Department. He serves as a director of the Courthouse Square Association in Charlotte, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors.

Lorri Doolittle is a financial advisor with Ameriprise in Eaton Rapids, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-assisted recommendations.

Barbara Gill is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. Prior to joining LPL Financial in 2022, she spent 35 years at MML Investors Services Inc and Massachusetts Mutual Life Insurance Company. She is also involved in insurance sales under her name. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Robert Crocker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Joshua Dreps is a financial advisor at Edward Jones in Charlotte, Michigan, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in education for nine years with Bellevue Community Schools and Battle Creek Public School. Outside of advising, he is involved in catering through Taste of Heavens Catering, where he assists with plating and serving for events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment options and advisory programs. The firm is noted for its extensive retail advisor and branch network, as well as affiliated capabilities including trust services, mutual funds, and securities-based lending.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at Waddell & Reed, Inc., and has been involved with Accrescent Tax Solutions, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.