Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. in Laingsburg, MI, holding a Series 65 designation with nine years of industry experience. Before joining Sovereign Financial Group in 2025, he worked for nine years at CG Financial. Sovereign Financial Group provides investment management, financial planning, retirement plan advisory, and cash-management services to individuals, high-net-worth clients, trusts, estates, retirement plans, businesses, and other registered investment advisers. The firm employs a long-term, portfolio-focused investment approach utilizing low-cost mutual funds and ETFs alongside individual securities and option contracts, supported by fundamental and technical analysis and AI tools.

Douglas Vaughn is a CFP® professional with 16 years of experience in financial advisory roles. He is currently with AssuredPartners Investment Advisors, having joined in 2024, and previously worked at Chesme Capital Management for 19 years. 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 multi-office team, offering both discretionary and non-discretionary portfolio management along with fiduciary and educational services.

Stephen Erb is a financial advisor with AssuredPartners Investment Advisors in DeWitt, MI, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He previously worked at Chesme Capital Management LLC and its predecessor firm from 2005 to 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 across multiple offices, offering both discretionary and non-discretionary portfolio management as well as ERISA plan services and participant education.

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 has worked at AssuredPartners Investment Advisors since 2024, following roles at Chesme Capital Management, Investment Professionals Inc., Citizens Securities, Inc., and Wells Fargo Clearing. AssuredPartners Investment Advisors provides portfolio management, financial planning, and pension consulting services to individuals, trusts, retirement plans, and other entities. The firm offers discretionary and non-discretionary portfolio management using model and custom portfolios, and supports plan fiduciary and participant education 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 with Ameritas Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. She has worked at Ameritas Life Insurance Company and Ameritas Advisory Services since 2023, and she is also affiliated with Castle Financial Partners, where she has been involved in life and disability insurance sales and financial advising since 2019. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions using model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Taylor Massa is a financial advisor at Private Advisor Group, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at firms including LPL Financial, Securian Financial Services, and Wealth Strategies Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model combining proprietary and third-party managed account solutions across various investment strategies.

Samuel Butler is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 15 years of industry experience, including roles at Private Advisor Group since 2015 and LPL Financial since 2014. Outside of his advisory work, he operates Butler Financial Group, which provides investment advisory and non-variable insurance services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes a range of investment strategies implemented through both in-house management and third-party managers.

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 who holds the Series 63 and Series 66 designations and has 32 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 serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and managed account solutions. The firm’s advisory model is fiduciary-based and incorporates a range of investment strategies and third-party managers.

Candice Skinner is a financial advisor at Principal Financial Services with industry experience spanning four years. She holds Series 66, Series 65, and Series 63 licenses. Prior to her current roles at Principal Securities, Inc. and Principal Life Insurance Company, she worked at several firms including CWM, LLC, Equanimity Wealth Management, and MERS. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty U.S. military personnel abroad. 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 has held roles at multiple firms including Ameritas Life Insurance Corp., Castle Financial Partners LLC, and Washington Avenue Advisors. McCleary is president and co-owner of Castle Financial Partners LLC, where he provides fixed insurance products and manages agent development. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities to meet client needs.

Larry Mengerink is a CFP® professional with 20 years of experience in the financial services industry. He has worked at Cambridge Investment Research Advisors, Inc. since 2017 and previously held roles at Sii Investments and MSI Financial Services. Outside of his advisory work, he is involved in coaching and owns several businesses, including Park Lake Marketing and Baller Evolution. Cambridge Investment Research Advisors, Inc. serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides both discretionary and non-discretionary management with access to various platforms and third-party advisers.

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 credentials and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and Valic Financial Advisors. Outside of her advisory work, she serves on several nonprofit boards, including Den Defenders Youth Football and the Wrestlers in Business Network. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, serving a broad client base through more than 10,000 advisors and approximately 800,000 clients.

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.

Kenneth Perrin is a financial advisor with Ameriprise, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He previously worked at The Huntington Investment Company and LPL Financial. He serves as chairperson of the board for the St. Johns Area Community Fund, a nonprofit supporting social, physical, and cultural improvement in his community. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendations and ongoing advice, utilizing proprietary research and a defined investment framework.

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.

Steven Shannon is a financial advisor at Ameriprise in Saint Johns, MI, with six years of industry experience. He holds Series 63 and Series 66 designations and previously worked at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Ameriprise Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

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 who holds Series 63 and Series 65 designations and has 28 years of industry experience. Prior to joining LPL Financial in 2025, he worked with Ic Advisory Services Inc and The Investment Center Inc from 2016 to 2025, and Investors Capital Corp. from 2009 to 2016. Outside of advising, Grewal is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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, supported by a large network of advisors and various financial and operational tools.

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 credentials and bringing 41 years of industry experience. She previously worked with USA Financial Securities and Financial Independents, Inc. Outside of advisory work, Colby owns a handmade crafts business. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by technology tools and a broad non-advisory financial platform.

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 a Series 66 designation and has previously worked at Edward Jones and Hantz Tax and Business. Her background also includes roles in education and business services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by proprietary research, third-party managers, and technology tools.

Christopher Briggs is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions 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 over 10,000 advisors and offers a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing various program structures and access to affiliated and third-party 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 licenses and has 28 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has provided accounting services through Lindemeyer CPA since 1994. In addition to his advisory role, he serves as treasurer and board member for Barrel Aged Charities Inc. and holds a tax manager position reviewing and preparing tax returns. Cambridge Investment Research Advisors serves individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, proprietary model strategies, and third-party advisers.

Kira Lockwood is a Series 66-licensed financial advisor with Edward Jones in St. Johns, MI, where she has worked since 2016. She has 10 years of experience in the industry. 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 nationwide network of financial advisors and branch offices.

Russell Dawson is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Securian Financial Advisors of the Great Lakes and Minnesota Life Insurance Company. He serves on the board of the Sparrow Hospital Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.