Kory Kaunisto is a financial advisor at Kaunisto Capital L.L.C. with one year of industry experience. He previously worked at Gehlen Braeutigam Capital and Citi. Kaunisto holds a Series 65 designation. Kaunisto Capital L.L.C. provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs fundamental analysis and a combination of long- and short-term strategies, utilizing equities, ETFs, options, and digital assets, and generally operates with discretionary trading authority.

Megan Heaton is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She holds the Series 66 designation and has worked previously at firms including PNC Wealth Management, LPL Financial LLC, SPC, Parkland Securities, and Sigma Financial Corporation. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Gregory Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Collins has served as a branch manager and financial advisor at Midwest Wealth Strategies since 2013 and has been involved with the City of Sault Sainte Marie since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Steven Heiny is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and four years of industry experience. Prior to his current role beginning in 2021, he worked with the Bangor Region YMCA and YMCA camps. Outside of his advisory role, Heiny is involved in a construction and labor business specializing in house painting and participates in insurance referral activities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions.

John Piedmont III is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2025. He has one year of industry experience and previously held roles outside of finance, including positions at Roto-Rooter, Delaneys Irish Pub, Bojangles, and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody arrangements and a range of proprietary and third-party investment strategies.

Peyton Blakely is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to his current role, he served 15 years as a firefighter and paramedic with the City of Sault Sainte Marie Fire Department. He is also the owner of a local tree work business and serves as a board member for Habitat for Humanity in Sault Sainte Marie. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment solutions through proprietary models and third-party managers, with both discretionary and non-discretionary options across multiple platform arrangements.