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.

Bruce Edger is a financial advisor with Summit Advisors, LLC in Hastings, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at firms including Pension Systems LLC and Northpointe Bancshares Inc, where he serves on the board of directors. Outside of advisory work, Edger is involved in fixed insurance sales as a sole proprietor. Summit Advisors, LLC provides discretionary portfolio management services to individuals, trusts, estates, corporations, non-profits, and small businesses. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives and risk tolerance, managing accounts through both in-house trading and platform relationships.

Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

Carolyn Kaminski is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2010 and also serves as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Shaun Smith is a financial advisor at Fifth Third Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fifth Third Bank, N.A. and Ameriprise. Outside of his advisory role, he manages a rental property. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through both advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, utilizing third-party portfolio managers and providing a range of strategies from mutual funds and ETFs to SMA and direct indexing options.

Tammy Black is a financial advisor at The Huntington Investment Company with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Huntington and its affiliated bank since 1998. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals—including high-net-worth clients—charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that incorporates third-party managers and proprietary Private Bank strategies.

Shanna Dejong is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2023, with prior roles at Fifth Third Bank and other firms. Outside of her advisory role, she serves as CFO of Proactive Defense Strategies LLC, a self-defense business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines multiple managed-account options with features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Eric Springer is a financial advisor at J. W. Cole Advisors, Inc. with 30 years of industry experience. He has worked at J.W. Cole Financial, Inc. and J.W. Cole Advisors, Inc. since 2019, and previously spent 21 years at Fortis Investors, Inc. Outside of his advisory role, he is president of Blue Time LLC, a company involved in the sales and marketing of clothing and marine accessories, and also manages an office building through Blue Time LLC. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches using fundamental and technical analysis, model portfolios, and digital advice platforms.

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brandon Wilkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He worked at Edward Jones from 2012 to 2021 before joining Raymond James in 2021. Wilkins is a partner in BW Majestic Financial LLC, an independent branch of Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goals and sponsors wrap-fee advisory programs across a large advisor network.

Christopher Godbold is a financial advisor with Edward Jones in Lowell, Michigan, holding Series 63 and Series 66 credentials and possessing 24 years of industry experience. He has been with Edward Jones since 2001. Godbold serves as a trustee on the Greater Lowell Area Chamber Foundation Board and the Lowell Education Foundation Board, and he is chair of the Look Memorial Fund Board, all of which oversee grant distributions benefiting the Lowell community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and emphasizes both discretionary and non-discretionary strategies under a fiduciary standard.

Mason Godbold is a financial advisor with Edward Jones in Lowell, MI, holding a Series 66 designation and approximately four years of industry experience. His prior roles include work at Jackson National Life Insurance as a Strategic Support Associate focused on data and document management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of 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.

Madeline Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at HUB International for four years and held various roles in real estate, transportation, and education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

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.

James Lundin is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Pacific Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Cove is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes roles at Cetera and Chemical Bank. Outside of his advisory work, he coordinates the robotics program for Thornapple Kellogg Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

Jeffrey Domenico is a financial advisor with Edward Jones in Hastings, MI, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position with PNC Investments from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kevin Beck is a CFP® professional affiliated with Edward Jones in Hastings, MI, with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of the Hastings Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Saundra Howard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior work includes extensive tenure with Cetera and IB Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Boston Knapp is a financial advisor at Edward Jones in Hastings, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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.

Martin Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Martin manages a tree farm in Six Lakes, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

Ian Deming is a CFP® and Series 66 registered advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience and previously served five years in the United States Navy. He serves on the Board of Directors for the Lowell Area Chamber of Commerce. 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 with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Jaakko Kasko is a CFP® and holds a Series 66 license, with 14 years of industry experience. He is currently with Cetera and has prior experience at Commonwealth Financial Network and Milestone Wealth Management, where he is also an insurance agent selling fixed insurance products. Kasko is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.