Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Douglas Vaughn is a CFP® professional with 15 years of industry experience. He is currently with AssuredPartners Investment Advisors and has been involved with Chesme Capital Management since 2005. Vaughn holds the Series 63 designation and operates out of DeWitt, MI. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets through a team of advisors across multiple offices and offers both discretionary and non-discretionary portfolio management, including the use of third-party managers and educational services.

Stephen Erb is a financial advisor at AssuredPartners Investment Advisors with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Chesme Capital Management since 2005, serving there through its affiliated firm Chesme Capital Management LLC before joining AssuredPartners in 2024. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Andrew Semrau is a financial advisor with Ausdal Financial Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Ausdal in 2024, he worked at OSAIC and Signator Investors, Inc., and he is also the owner and advisor of Semrau Wealth Strategies, where he has been active since 2010. Ausdal Financial Partners manages over $2 billion in client assets and offers investment advisory programs, retirement plan services, and financial planning to a diverse client base including individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment strategies and integrates brokerage and insurance services alongside advisory offerings.

Michael Voorheis is a Series 66 licensed financial advisor with 17 years of industry experience. He currently works at AssuredPartners Investment Advisors and has been affiliated with Chesme Capital Management since 2018. Prior to that, he was with Investment Professionals Inc. for four years. He is involved with Chesme Capital Management, a registered investment adviser firm. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices, offering both discretionary and non-discretionary portfolio management as well as fiduciary and educational plan services.

Rachell Blanchard is a financial advisor with FIFTH THIRD SECURITIES, Inc. in St. Johns, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Fifth Third Securities since 2015. Outside of her advisory role, she is involved in general agriculture as a farm owner and landlord. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, and is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank.

Jasmine Garn is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Ameritas Life Insurance Company and Castle Financial Partners, where she is involved in life and disability insurance sales alongside financial advising. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Taylor Massa is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at LPL Financial, Securian Financial Services, Wealth Strategies Financial Group, and Minnesota Life Insurance. Massa operates an independent investment advisory business through Private Advisor Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Samuel Butler is a financial advisor at Private Advisor Group, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, utilizing various investment strategies and extensive industry affiliations.

Kenneth Perrin is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC and LPL Financial. Perrin serves as Chairperson of the Board for the St. Johns Area Community Fund, a nonprofit supporting social, physical, and cultural improvement initiatives. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

John Ross is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, JPMorgan Securities LLC, Chase, and Huntington National Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, alongside features such as direct indexing and tax-overlay services.

Adam Tyler is a financial advisor with Fifth Third Securities, Inc. in Dewitt, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Fifth Third Securities and its affiliated entities since 2010. Outside of his advisory role, he owns and manages two rental properties in Sarasota, FL. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm provides access to multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves within a platform that includes features such as direct indexing and tax-overlay services.

John Sirrine is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at LPL Financial, LLC since 2004 and has operated his own firm, John M. Sirrine & Associates Inc., since 1991. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies and supports held-away account management through technology partnerships and multiple custodians.

Steven Shannon is a financial advisor with The Huntington Investment Company based in Saint Johns, MI. He holds Series 63 and Series 66 licenses and has six years of industry experience. His work history includes roles at Ameriprise Financial Services, LLC, The Huntington National Bank, and ownership of Shannon Investments LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Candice Skinner is a financial advisor with Principal Financial Services, holding Series 63, Series 65, and Series 66 licenses and four years of industry experience. Her prior roles include positions at Principal Securities, Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nicholas Mccleary is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 14 years of industry experience. He is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. He also owns NM Financial LLC, through which he conducts financial planning, consulting, and investment management services. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a mix of in-house and third-party managers and integrates offerings from its affiliated entities to provide comprehensive investment solutions.

Larry Mengerink is a CFP® professional with 20 years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors since 2017. Prior to this, he worked at Sii Investments from 2015 to 2017. Outside of his advisory role, he is involved in several entrepreneurial and volunteer activities, including ownership of marketing and business ventures and volunteer coaching. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services delivered through a network of independent professionals, using a range of portfolio management strategies and platform arrangements tailored to client objectives.

Joni Preston is a CFP® and Series 66-licensed financial advisor with 12 years of experience at Edward Jones. She has been with the firm since 2014 and also owns a photo booth rental business that serves weddings, corporate, and private events. 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, managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 advisors.

Tyler Brzozowski is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior work includes roles at Cook Pharmica and Michigan State University. He is a member and 50% owner of KTB Enterprises LLC with Kimberly Brzozowski. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, notable for its extensive national advisor and branch network.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at firms including Wealth Strategies Financial Group, Minnesota Life Insurance Co, and VALIC Financial Advisors. Outside of her advisory work, she serves on the boards of Den Defenders Youth Football and the Wrestlers in Business Network, a national nonprofit supporting the sport of wrestling. Cetera Investment Advisers LLC is an SEC-registered advisor offering services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodial relationships.

Diana Lowry is a financial advisor with Edward Jones in Dewitt, MI, holding a Series 66 credential and three years of industry experience. Before joining Edward Jones in 2022, she worked at Empire Motor Financial and Interstate Premium Auditing. Outside of finance, she volunteers as a spin instructor at Spartan Spin in Lansing, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions. The firm has a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Anthony Lenneman is a financial advisor at Edward Jones with nine years of industry experience. He has been with Edward Jones since 2017 and holds a Series 66 designation. Prior to joining Edward Jones, he worked at Gordon Food Service for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated financial services, with approximately $1.01 trillion in assets under management and a nationwide network of more than 23,700 financial advisors.

Bryan Heinze is a financial advisor with Ameriprise, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he manages his own business, A2 Business LLC, which involves providing client services and handling various administrative tasks. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Suzanne Henningson is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was employed at Evereve for two years. Outside of her advisory role, she is a member and manager of Henningsons Properties LLC, a land ownership business in Dewitt, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of advisors and branch offices and provides overlay and tax-efficient services under a fiduciary standard.

Amardeep Grewal is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at IC Advisory Services Inc and The Investment Center Inc for nine years. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs with both discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Kenneth Ryan II is a financial advisor with Cetera, holding Series 63 and 65 credentials and 25 years of industry experience. He has worked with Cetera and its affiliated entities since 2021, following seven years at VOYA Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent and owns Ryan Financial Services, LLC, which provides insurance, securities, and investment product services. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a diverse client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports various program structures and custodial relationships.

Kathy Colby is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes nearly three decades at Financial Independents, Inc. and nine years at USA Financial Securities. Outside of advising, she owns a handmade crafts business called Craft Crazy Ladies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Lou Sheaffer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Oracle and Accenture Federal Services. 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 strategies supported by a nationwide network of more than 23,700 financial advisors.

Mackenzey Smith is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked previously at Edward Jones and Hantz Tax and Business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios, third-party research, and various institutional programs.

Christopher Briggs is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. His career includes roles at VOYA Financial Advisors and Maynard, Kearney, Briggs & Associates. He serves as board president of the Colony Lake Home Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management solutions and access to third-party money managers.

Tonya Madar is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, she worked for the State of Michigan for seven years and at Central Michigan University Library for eight years. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Kimberly Brzozowski is a ChFC® and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2010. She has 15 years of industry experience and serves clients from St. Johns, MI. Outside of her advisory role, she is a board member of Sparrow Clinton Hospital in St. Johns. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over $1 trillion in assets under management and a large network of more than 23,000 advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.

Nathan Lindemeyer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with Cambridge Investment Research since 2000 and operates Lindemeyer CPA, a tax practice, since 1994. Outside of his advisory roles, Lindemeyer serves as Treasurer and board member for Barrel Aged Charities Inc. and holds a tax manager position with Lally CPA. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, providing a range of implementation options from proprietary models to third-party strategies.

Kira Lockwood is a financial advisor at Edward Jones with 10 years of experience at the firm and holds the Series 66 designation. She has been with Edward Jones since 2016, working in St Johns, MI. 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 financial advisors and branch offices.

Russell Dawson is a financial advisor with LPL Financial in Dewitt, MI, holding a Series 66 credential and nine years of industry experience. He previously worked at Securian Financial Advisors of the Great Lakes, Minnesota Life Insurance Company, Huntington Bank, and TD Bank. Dawson serves on the board of the Sparrow Hospital Foundation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. 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.