Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 12 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously with CLA USA Advisory Group, LLC. Outside of his advisory role, Brace is a 50% owner of a tax preparation and insurance sales business operating under the name Michigan Tax and Financial. Coppell Advisory Solutions LLC operates as Fusion Investment Advisors, providing discretionary portfolio management and financial planning services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis and manages a variety of asset types with continuous monitoring and periodic rebalancing.

David Pozolo is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the Michigan Department of Corrections. Outside of his advisory role, he works as a delivery driver for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

Jesse Langschied is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Waddell & Reed, Liberty National Life Insurance Company, and managing Langschied Financial LLC, also known as 88 Keys LLC. Outside of advising, he has been involved with Breton Road Properties LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen O'mara is a financial advisor with Edward Jones in Ionia, MI. He holds Series 63 and Series 66 securities registrations and has 23 years of industry experience, including 24 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Kristin Carstensen is a financial advisor with Ameriprise in Belding, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2002. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that include personalized Recommendation Reports and ongoing advice focused on reliable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Thomas Wall is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, with prior experience at Soave Financial Partners LLC and Raymond James Financial Services, Inc. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Malcolm Thurmond is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Huntington National Bank. Thurmond is based in Portland, MI. 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 through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Samantha Ringler is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with seven years of experience. Prior to joining Edward Jones in 2019, she worked in healthcare-related roles including positions at Elite Dental Partners and McIver Chiropractic Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Chase Carpenter is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Carpenter serves on the Board of Directors for the Pewamo Westphalia Community Schools Foundation and is CEO of H&S Companies, PC, a professional services firm specializing in tax planning, business consulting, and tax compliance. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team using research, modeling, and tax-efficiency analysis to create tailored recommendation reports.

Jennifer Mierendorf is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Cetera and Independent Bank. Outside of her advisory role, Mierendorf serves as a board member and treasurer for FMRVRT and participates in board activities for the ANBL library. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique affiliations to support municipal finance and specialized advisory programs.

Saundra Howard is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Cetera and IB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Thomas Dickinson is a CFP® with 28 years of experience in the financial industry, currently serving at Cetera since 2025. He has held roles at Mercantile Bank of Michigan and Avantax, among others, and has been involved with Biggs, Dickinson & Roberts Wealth Management Services for over a decade. Outside of his advisory work, he serves on the board of Sparrow Ionia Hospital, volunteers as treasurer for Levalley United Methodist Church, and participates in community redevelopment and foundation activities in Ionia County. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform supporting a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services.

Timothy Wall is a financial advisor at Fidelity with 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he serves as Deputy Grand Knight for the Knights of Columbus Council #944, participating in charitable activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers advisory services to registered investment companies and uses systematic methodologies including AI in its investment process.

Virgil Biggs is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked at various firms including Avantax and BHT&D, CPA's, where he provides tax preparation and consultation services. Biggs is involved in several nonprofit and community organizations, including serving as treasurer for Hands of Mercy International and as a director for Sparrow Ionia Hospital Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Robert Diekema is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Waddell and Reed Inc and Jesse Langschied. He is based in Ionia, MI. 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, model portfolios, third-party asset management, and institutional platforms.

Martin Moore is a financial advisor with LPL Financial in Portland, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages a tree farm in Six Lakes, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services and investment strategies, supported by a large network of advisors and extensive operational tools.

Kory Blastic is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Portland, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Ginger Roberts is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and affiliated firms for 25 years. Roberts is also involved with the American Cancer Society, serving as chairperson of the BHT&D team for the Ionia Relay for Life. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.