Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cuso Financial Services, Encore Financial, and Principal Securities. Outside of his advisory work, Sean co-owns an online retail store on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Kirk Johnston is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with The Huntington Investment Company and has prior experience at Ameriprise Financial Services, LLC, TCF National Bank, Cetera, the ON Equity Sales Company, and Ohio National Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers wrap-fee programs using an open-architecture model that combines third-party sub-managers, affiliate model offerings, and overlay services.

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, and The Huntington Investment Company. She is also involved with Maier & Associates Financial Group, an affiliated business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Naylor is a CFP® with five years of industry experience, currently affiliated with LPL Financial. He previously worked at Raymond James Financial Services and Hantz Financial Services. Outside of his advisory roles, he has been involved with the Silver Palace Bar & Grill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services with both discretionary and non-discretionary management options, supported by research and model portfolios.

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Maier is a financial advisor with LPL Financial, holding the CFP®, CFA®, and ChFC® designations and with six years of industry experience. He previously worked at Raymond James Financial Services for five years and has been involved with Maier & Associates Financial Group, Inc. since 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Michael Wilcox is a financial advisor at LPL Financial with 32 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Raymond James Financial Services Advisors, Inc. and Securities America, Inc. Wilcox is also involved with Maier & Associates Financial Group, a business he has been connected to since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by model portfolios, research, and various investment management options.

Chris Dandeneau is a financial advisor with Edward Jones in Gaylord, MI, holding the CFP®, ChFC®, and Series 66 designations. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as a director of the Otsego County Sportsplex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Westenbarger is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously spent 13 years with THE O.N. Equity Sales Company before joining OSAIC in 2023. Outside of his advisory work, he operates an agricultural sole proprietorship focused on production and forestry products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a broad selection of investment vehicles, with options for discretionary or non-discretionary account management.

Beverly Fink is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, and has 7 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Adam Wohlscheid is a financial advisor with LPL Financial holding CFP®, CFA®, and ChFC® designations and five years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and CG Financial, and maintains an ongoing role with Maier & Associates Financial Group. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house research and third-party strategies.

Gregory Dahlberg is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked with firms including Raymond James Financial Services and Maier & Associates. Outside of advising, he has been involved with MZN Properties, LLC and has operated Maier & Associates College Planning and Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a national network of representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing both proprietary and third-party research to support diversified investment strategies.

Wayne Maier is a financial advisor at LPL Financial with 51 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Raymond James Financial Services and Securities America. Maier is also involved with the Maier & Associates Charitable Foundation, which he has been part of since 2004. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Philip Hofweber is a financial advisor with Edward Jones in Gaylord, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Hofweber serves as a board member of Kirtland Community College’s Governing Advisory Board, a nonprofit focused on higher education services in rural northern Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,000 advisors.

Courtney Sparks is a Series 66 licensed financial advisor with LPL Financial, based in Gaylord, MI, and has 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

William Forreider is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Drew Parker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Home Depot and various roles related to hospitality and recreation in Gaylord, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Natasha Thomas is a Series 66 licensed financial advisor with LPL Financial in Gaylord, MI. She has one year of experience at LPL Financial and has been affiliated with Community Financial Credit Union since 2014. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Joseph Maier is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial Services and Securities America, in addition to operating Maier and Associates Financial Group since 1999. Maier serves on the board of the Maier & Associates Charitable Foundation, a nonprofit organization. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options, supported by internal and third-party research.

Khara Curtiss is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Austin Spires is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He is based in Gaylord, Michigan. Outside of his advisory role, Spires serves as a committee member for the Otsego Community Foundation, overseeing financial planning and fiscal policy review. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Toni Straughen is a financial advisor with Edward Jones in Gaylord, MI, holding the ChFC® designation and Series 66 license. She has eight years of experience at Edward Jones and previously worked for 18 years at DFCU Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.

Robert Moug is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Avantax Advisory Services and Avantax Investment Services, Inc. Outside of his advisory role, he is involved in tax preparation and accounting through Moug Financial Inc., and non-variable insurance through Moug & Associates PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.