Anton Berishaj is a Series 66 licensed advisor at Fifth Third Securities, Inc. with two years of industry experience. He has worked at Ameriprise, Comerica Securities, and Comerica Bank prior to joining Fifth Third Securities. Berishaj also has outside employment as a Client Service Associate with Comerica Financial Advisors. Fifth Third Securities, Inc. serves individual and institutional clients through both investment advisory and brokerage channels, offering a variety of investment programs including mutual fund and ETF models, separately managed accounts, and direct indexing. The firm is a wholly owned subsidiary of Fifth Third Bank and supports a broad client base with approximately $10.9 billion in assets under management.

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Edward Mccombs is a financial advisor with PNC Wealth Management who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online offering available by invitation to employees. The firm’s approach involves algorithm-driven risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.

Seth Adkins is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Non-Ferrous Cast Alloys and USA Mobile Drug Testing from 2014 to 2019. He holds a Series 66 designation. Outside of his advisory role, Seth serves as a local judge for the Miss Michigan Pageant. 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 a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Danielle Priest is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, Morgan Stanley, and E*TRADE Securities LLC. Prior to entering the financial industry, she spent eight years at Bad Dog Deli. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of account types from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers various advisory strategies, including discretionary and non-discretionary options, tax-efficient services, and affiliated investment products.

Ryan Beishuizen is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Fifth Third Bank and Securities America Advisors. Beishuizen also provides insurance services as part of his client offerings. OSAIC serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management through multiple advisory platforms.

Scott Geiger is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward D. Jones & Co., L.P. since 1994. 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 with approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

David Heylmun is a Series 66 licensed financial advisor with Edward Jones in Whitehall, MI, where he has worked since 2011, accumulating 14 years of industry experience. He owns Heylmun Holdings LLC, which holds a recently approved golf patent and engages with golf manufacturers, and he also buys and sells Detroit sports cards and memorabilia. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a large network of financial advisors and branch offices nationwide. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

James Bird is a financial advisor at LPL Financial with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2022. Prior to that, he held roles at Adventure Credit Union and CUNA Brokerage Services, where he continues to be associated. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Jonathan Cox is a financial advisor at Osaic with 25 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. for eight years. Outside of advising, he owns and operates Cox Accounting and Tax Service, which he has run since 1994. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct diversified portfolios tailored to client needs.

Marci Bentz is a financial advisor at Thrivent Investment Management with 24 years of industry experience. She has held roles at Thrivent Investment Management since 2008 and at Thrivent Financial for Lutherans since 2007. Bentz holds Series 63 and Series 66 licenses. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics, allowing clients to combine planning with managed-account programs while keeping services separate.

Christine Church is a financial advisor at Edward Jones with CFP® and Series 66 credentials. She joined Edward Jones in 2025 and has prior experience at Blue Trust, Loek's Theaters Inc, J. Alexanders, Murphy's Family Restaurant, and Dagwoods Deli. 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 under management through a large network of financial advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Steven Moran is a financial advisor with LPL Financial in Whitehall, MI, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. His prior roles include long tenures at Questar Asset Management and Questar Capital Corporation from 2003 to 2019, followed by a brief period at Woodbury Financial Services before joining LPL Financial in 2020. 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 offers a wide range of advisory programs and services, including discretionary and non-discretionary management, model portfolios, and research from various sources.

James Stovall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with LPL Financial Services since 2009 and also maintains a long-term association with Shelby State Bank since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Hansen is a financial advisor with Edward Jones in North Muskegon, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is involved in managing several real estate ventures in Michigan and Georgia. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Lynne Marino is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in empowering women and their families through informed financial decision-making. She focuses on areas including college education planning, divorce transition planning, family wealth management strategies, employee financial health, personal retirement planning, and socially responsible investing. Lynne aims to simplify complex financial concepts to help clients take control of their finances and meet their individual goals. Before beginning her financial advisory career in 2008, Lynne held management positions at AT&T and IBM. She holds a Bachelor of Arts degree in management and finance from Simmons College and a Master of Science degree in information systems from Pace University. Additionally, she maintains Series 7 and Series 66 FINRA registrations, Life and Health Insurance licenses, and is registered to offer Long Term Care through the Connecticut and New York Partnership Program. Lynne is actively involved in her community, including membership with the Junior League of the Palm Beaches and participation in the Choral Society of the Palm Beaches. She also dedicates time to educating organizations about kidney health as a living kidney donor. Lynne enjoys golfing with regional women's golf associations and spending time with her family.

Troy Fox is a financial advisor with OSAIC based in Muskegon, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Securities America Advisors and Securities America Inc. from 2016 to 2024. Fox is also the president and sole proprietor of Fox Financial Services, a business he has operated since 1999. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, using asset-allocation tools and multiple platforms to construct diversified portfolios incorporating a range of investment types.

David Brus is a financial advisor at OSAIC with 28 years of industry experience. He has held roles at Securities America Advisors and Fifth Third Securities prior to joining OSAIC. He is a partner in Terraza LLC, an activity outside of his advisory and insurance work. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios tailored to client needs.

Zaccari Bell is a financial advisor at Edward Jones in Montague, MI, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alma College from 2014 to 2017. 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 a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.