James Mcneil is an Investment Adviser Representative with Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, Mr. Mcneil worked as the City Manager for the City of Escanaba, Michigan, a role focused on municipal government administration. He will transition to dedicating full time to his advisory duties at Delta Financial in mid-2026. Delta Financial, Inc. is a small, owner-operated investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm applies a value-oriented, long-term investment approach combined with tactical asset allocation and serves clients including plan sponsors, participants, and institutional entities.

Robert Valentine is a financial advisor at Delta Financial, Inc. He holds a Series 65 designation and began his advisory career in 2026. Prior to joining Delta Financial, he worked for seven years at First Bank Upper Michigan and spent 28 years with the City of Escanaba. Delta Financial, Inc. is a small investment adviser offering discretionary asset management, financial planning, and retirement-plan services. The firm serves plan sponsors, participants, and other clients with an investment approach combining fundamental and technical analysis, value-oriented and long-term strategies, and tactical asset allocation tailored to individual objectives.

Fredric Jurmu is a financial advisor at Golden State Wealth Management, LLC with 39 years of industry experience. He holds the Series 63 designation and has been with Golden State Wealth Management and LPL Financial since 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers while primarily billing on a percentage-of-assets basis.

Brad Nordin is a financial advisor with Packerland Brokerage Services, Inc. in Escanaba, MI, holding Series 63 and Series 66 designations with 29 years of industry experience. He has been with Packerland Brokerage Services since 2006. Nordin also acts as a personal representative for an estate and has experience selling fixed annuities. Packerland Brokerage Services, Inc. serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan consulting through a network of 176 advisors and utilizes both direct management and third-party managers to provide diversified investment solutions.

Steven Tackman is a financial advisor with Private Advisor Group, LLC, holding Series 63, Series 65, and Series 66 designations and totaling 34 years of industry experience. His prior roles include positions at LPL Financial and Advantage Investment Management, LLC. He is also the owner of Tackman Tax & Business Consulting and serves on the board of the Gladstone Economic Development Corporation. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing various investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.

Christian Tackman is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and previously worked at LPL Financial and Hilton Worldwide Inc., among other roles. Outside of his advisory work, he operates Tackman Capital Management, a registered investment advisor DBA. 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 employs a fiduciary-based advisory model and offers a range of managed account solutions using proprietary and third-party platforms.

Grant La Marche is a financial advisor with Thrivent Investment Management in Escanaba, MI. He holds a Series 66 designation and has recently entered the industry, having joined Thrivent and its affiliated firm in 2026. Prior to this, he worked briefly at Anderson Tackman & Co and has several years of full-time education experience. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic analyses and planning across a broad range of topics, with options to integrate planning and managed-account services under a consolidated billing program called “WealthPlan.”

Scott Sanders is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. His career includes extensive work with firms such as Fb Equity Sales Corporation of Michigan and Voya Financial Advisors, Inc. Sanders is also the owner and president of Scott Sanders Agency Inc., an insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including 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 with access to affiliated and third-party managers.

Robert Prins is a financial advisor at Edward Jones in Escanaba, MI, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns PWM, LLC, a real estate business in Escanaba. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Anthony Perry is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2017, following prior roles at Baybank and Old Mission Bank. He is based in Escanaba, MI. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Steven Parrett is a financial advisor with Ameriprise, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its predecessor firm since 1993. Outside of his advisory role, he owns SD Parrett Enterprises, a business providing administrative and facilities management services. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Cory Kuchenberg is a CFP® and Series 66-licensed financial advisor with Edward Jones in Escanaba, MI, where he has worked since 2019. He has five years of industry experience and previously worked at Upper Peninsula State Bank for eight years. Outside of his advisory role, he owns and operates Great North Auto Wash, a car wash business in Escanaba. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Lorne Davey Jr. is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he spent 18 years with ALtria Group Distribution Company. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jessica Mouthaan is a financial advisor with Edward Jones in Escanaba, MI, holding a Series 66 designation and having two years of industry experience. Her prior work includes roles at American Amicable Life Insurance Company and State Farm Insurance, where she worked from 2010 to 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Wyatt Eisenberger is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial since 2018. Outside of his advisory role, Eisenberger is a co-owner of Marquette Ambition LLC, which manages a property used partially for Thrivent Financial business. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses and written recommendations across various planning areas without portfolio management for institutional clients.

Julia Gudwer is a financial advisor at Edward Jones in Escanaba, MI, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, she worked at Northern Light YMCA, Independent Machine Company, Daily Press, and GTS Trucking Service. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of financial advisors and branch offices. The firm provides affiliated mutual funds, tax-efficient services, and operates under a fiduciary standard.

Alexander De Haan is a financial advisor with Cetera, holding a Series 66 credential and eight years of industry experience. He has worked at Cetera and affiliated entities since 2021 and previously at Voya Financial Advisors and First Bank Upper Michigan. Outside of his advisory role, De Haan serves on the finance committee of the First Presbyterian Church of Escanaba and holds board positions with the OSF St. Francis Foundation and the Escanaba Rotary Trust Board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with diverse program structures and custodial relationships.

Timothy Lehto is a financial advisor with Wells Fargo Advisors in Escanaba, MI, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at various Wells Fargo entities since 2011. He is also the owner of Lehto Private Wealth Management LLC, a separate financial planning practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients having discretion in implementing strategies through brokerage or advisory programs.

Ryan Pepin is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at VOYA Financial Advisors and Cetera Wealth Services. Pepin serves on the board of trustees for the Dickinson Hospitals' Foundation and participates in local fundraising events for school athletics. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Mickenzie Koon is a CFP® and Series 66 licensed advisor with three years of industry experience, currently serving clients at Edward Jones in Escanaba, MI. Prior to joining Edward Jones, she held roles at Commonwealth Financial Network, Great Lakes Wealth Advisors, and the U.S. Department of State. Outside of her advisory work, she bartends at local events in Escanaba. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors.

Riley Lamb is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones, Hantz Financial Services, Northwestern Mutual, and in roles outside finance including Domino's Pizza. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of advisors, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm integrates planning with managed-account programs via a consolidated billing option called “WealthPlan,” while keeping these services separate.

Melissa Silta is a financial advisor with Wells Fargo Advisors in Escanaba, MI, holding a Series 66 designation and 17 years of industry experience. She has worked at Wells Fargo Advisors and its affiliated entities since 2011 and was previously with Edward Jones. Silta also owns an independent brokerage practice, Silta Wealth Strategies of Lehto Private Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Sheryl Koepp is a financial advisor with Edward Jones in Escanaba, MI, holding ChFC® and Series 66 designations and bringing 14 years of industry experience. She has been with Edward Jones since 2001, totaling 25 years at the firm. Outside of her advisory role, Koepp serves as president of the Bay De Noc Flying Club, a recreational aviation group in Escanaba. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and is known for its extensive network of advisors and branches, as well as its fiduciary standard and comprehensive advisory and affiliated financial services.

Eugene Maino is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2022 and has concurrently been affiliated with Cuna Brokerage Services and Cuna Mutual Group since 2009. He operates out of Escanaba, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with a focus on delivering customized investment strategies through its extensive network of investment adviser representatives.

Jacquelyn Trask Rahn is a financial advisor at Edward Jones with seven years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at Oppenheim Law for nine years. Rahn serves as President of the Home & School board at Holy Name Catholic School in Escanaba, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erik Spindler is a financial advisor with LPL Financial, holding the ChFC® designation and a Series 63 license, and has 33 years of industry experience. He previously worked at VOYA Financial Advisors for seven years before joining LPL in 2018. Spindler is also involved with Spindler Financial Services, Inc., a non-variable insurance business he established. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 advanced operational tools.

Brian Pahnke is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Pahnke serves on several local boards, including the Upper Peninsula Honor Flight, the Community Foundation for Delta County, and the William Bonifas Fine Arts Center. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial analyses without discretionary trading authority, focusing on planning rather than portfolio management for institutional clients.

Mary Samet is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has previously worked with Spindler Financial and Voya Financial and has experience outside finance including positions at a family dental practice and a church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide array of advisory and brokerage services. The firm offers financial planning, asset management programs, and institutional platforms, utilizing a range of investment strategies supported by advanced operational tools.

Christopher Sauve is a financial advisor with Cetera in Escanaba, MI, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He is co-owner of Great Lakes Wealth Advisors and also owns businesses involved in office rental and storage facility management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

Joseph Powers is a financial advisor with Edward Jones in Escanaba, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2016. Powers serves as president of the Holy Name Endowment/Scholarship Board in Michigan, where he assists board members with questions regarding financial reports for scholarship funds. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dominic Benetti is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and has worked at firms including Commonwealth Financial Network and Raymond James Financial Services. Outside of his advisory role, he is involved as a co-owner of Great Lakes Wealth Advisors and owns a storage facility where he manages tenant relations and website operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and third-party manager access, managing over $256 billion in assets through a large network of advisors.

Joshua Durst is a financial advisor with Edward Jones in Gladstone, Michigan, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.