Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.

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 Series 65-licensed advisor with Rightoak Asset Management, LLC, where he has worked since 2025. He has one year of experience in the financial industry and previously held roles at Aldi and Ten Point Financial. In addition to his advisory work, he is also a licensed life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered firm offering discretionary investment management, financial planning, retirement-plan consulting, and third-party manager oversight to a diverse client base including retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and integrates online estate-planning services and educational events into its client offerings.

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.

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.

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.

Christopher Brace is a financial advisor at Coppell Advisory Solutions LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CLA USA Advisory Group, LLC. Brace has been involved in tax preparation through Michigan Tax since 1984 and holds roles as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis with a wide range of investment tools and continuous portfolio monitoring.

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.

Roger Millbrook Jr. is a financial advisor with Focus Partners Wealth, LLC, holding the PFS™ and Series 63 credentials and bringing 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors. Outside of advising, he has longstanding involvement with Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services. The firm’s approach combines active and passive investment strategies within a tax- and fee-sensitive framework and includes access to specialized private funds and legacy strategies from multiple mergers.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses. He has been with the firm since 2026 and has prior experience at Exelon Corporation, CIL Management Consultants, and Blue Cross Blue Shield - Michigan. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Siena Wealth Advisors, as well as legal practice through his own law office. He serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm’s investment approach blends active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

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.

Blake Pokley is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and was self-employed. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

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.

Benjamin McKinney is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at OSAIC, Securian Financial Services Inc, Minnesota Life Insurance Company, and West Financial. Outside of his advisory work, he operates a sole proprietorship focused on fixed insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

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.

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. His career includes positions at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and other firms. Outside of finance, he owns a remodeling business and a music-related venture. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple platform options.

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 based in Grand Ledge, MI. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., Asset Financial Services Inc., and Transamerica Financial Advisors, Inc. He is also a board member of the Grand Ledge Chamber, where he participates in governance policy review. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process featuring asset allocation, portfolio optimization, and multiple program options delivered through its complex affiliate network.

Justin Blake is a financial advisor with Edward Jones in Grand Ledge, Michigan, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education with Durand Area Schools and Grand Blanc Community Schools for a combined ten years. 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 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.

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.

Adrian Vande Guchte is a Series 66-licensed financial advisor with Edward Jones, based in Grand Ledge, MI. He has 16 years of industry experience, all with Edward Jones. Outside of his advisory role, he sells hobby wood turnings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities such as a trust company and securities-based lending options.

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.

Tracy Kendrick is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing Services and Morgan Stanley. Kendrick served on the board of Spring Vale Christian School for 14 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Adam Heinlein is a CFP® and ChFC® with 40 years of industry experience. He is currently with Cambridge Investment Research Advisors and has worked previously at Regulus, LLC, Regal Investment Advisors LLC, and American Portfolios Advisors, Inc. Outside of his advisory role, Heinlein serves as chairman of the board of Crosswater Canyon, Inc. and is president of Lutheran Financial Services, Inc. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, custodians, and proprietary model strategies.

Andrew Archer is a Series 66 licensed financial advisor with Edward Jones in Grand Ledge, MI, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he owns a commercial real estate business, Weathertop Commercial Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

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 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.

Joseph Taunt is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2024 and previously worked at Regulus, LLC, Regal Investment Advisors, and Regal Financial Group LLC. Outside of his advisory work, he serves as treasurer of the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation and is a board member of the J/35 Class Association. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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.