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William W

Series 63, Series 66

Indian River, MI

Private Advisor Group, LLC

William Weckesser is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Advisor Group since 2015, having previously worked at LPL Financial since 2004. Outside of advisory services, he is also a notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of managed account solutions and employs a fiduciary advisory model that utilizes technology platforms and third-party managers to implement diverse investment strategies.

Annuities Founder/Business Owner
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Michael R

Series 63, Series 65

Indian River, MI

Mass Mutual Investors Services

Michael Regan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. His career includes roles at METLIFE SECURITIES Inc from 2012 to 2017 and at Mass Mutual Life Insurance Company since 2016. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative relationships that focus on goal analysis and investment strategy recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Aaron H

Series 63, Series 66

Cheboygan, MI

OSAIC

Aaron Hesselink is a financial professional with eight years of industry experience, currently affiliated with OSAIC since 2023. He previously worked at The O.N. Equity Sales Company for five years and has been involved with Encore Financial Group for over 20 years. Outside of finance, he owns and operates Halbrand Knifeworks, a business specializing in handcrafting medieval metal and leather accessories. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to offer tailored portfolio management across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew B

Series 66

Cheboygan, MI

Edward Jones

Matthew Behan is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he serves as Rear Commodore of the Cheboygan Yacht Club, where he participates in membership leadership. 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 23,000 financial advisors.

Divorce financial planning Inheritance planning Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Brandon W

Series 66

Indian River, MI

Edward Jones

Brandon Weir is a financial advisor with Edward Jones in Indian River, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in healthcare roles at Hurley Medical Center, MidMichigan Health, and McLaren Northern Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Oil & Gas
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Ian B

Series 66

Cheboygan, MI

OSAIC

Ian Bancroft is a financial advisor at Osaic with two years of industry experience. He holds a Series 66 designation and has been associated with Encore Financial Group since 2007. Outside of his advisory work, Bancroft is the owner and manager of Cheboygan Sauna, a mobile sauna rental business. Osaic Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs asset-allocation tools and automated rebalancing to construct portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Daryl H

Series 63, Series 65

Cheboygan, MI

OSAIC

Daryl Hesselink is a financial advisor with Osaic, holding Series 63 and Series 65 designations and having 25 years of industry experience. His career includes roles at Savage and Associates, THE O.N. Equity Sales Company, Ohio National Life Insurance Company, Centennial Associates, Inc., and Minnesota Life Insurance Company. He is also engaged in insurance sales and financial services through Encore Financial Group and operates as an insurance agent under his own sole proprietorship. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and nonprofits. The firm offers integrated brokerage and advisory services, utilizing a range of investment tools and third-party managers to build diversified portfolios tailored to client needs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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J L S

Series 66

Cheboygan, MI

Edward Jones

J L Sumpter is a financial advisor at Edward Jones in Cheboygan, MI, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he was self-employed from 2015 to 2018 and served with the Michigan Fraternal Order of Police Labor Council for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nickolas B

Series 63, Series 65

Cheboygan, MI

Morgan Stanley

Nickolas Barris is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

General estate planning guidance
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Darwin H

Series 63, Series 65, Series 66

Cheboygan, MI

OSAIC

Darwin Hesselink is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Royal Alliance Associates, The O.N. Equity Sales Company, and Ohio National Life Insurance Company. Outside of his advisory role, he serves as president of a corporation managing his business operations. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Todd M

Series 66

Cheboygan, MI

LPL Financial

Todd Mattingly is a Series 66 licensed financial advisor with 12 years of industry experience. He is currently affiliated with LPL Financial and Citizens National Bank and has previously worked at Financial Search Group, Boyne USA, Ifmg Securities, Inc., and Banc One Securities Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Matthew D

Series 66

Cheboygan, MI

LPL Financial

Matthew Dewildt is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones, PNC Wealth Management, Infinex Investments, Inc., and Citizens National Bank of Cheboygan. 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 and brokerage services, including model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dwayne L

Series 66

Cheboygan, MI

Ameriprise

Dwayne La Pointe is a financial advisor with Ameriprise in Cheboygan, MI, holding a Series 66 designation and five years of industry experience. His previous roles include five years at Edward Jones and seven years at Stryker Corporation. He has a financial interest in a local party rental business owned by his spouse. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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