Jacob Paupore is a financial advisor with Valic Financial Advisors in Negaunee, MI, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and is also appointed as an agent to sell non-securities insurance products for AGIA. Prior to this, he spent several years associated with Northern Michigan University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with third-party model managers and overlay options.

Kristina Behrens is a financial advisor with Empower Advisory Group who holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Ameriprise and Goldman Sachs. Outside of advisory work, she serves as Treasurer for the University of Michigan Alumni Club of the Upper Peninsula, volunteers on the Finance Committee for the Community Foundation of Marquette County, and pursues photography sales focused on travel and nature themes. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated financial planning services supported by proprietary methodologies and offers managed account solutions within plan lineups selected by sponsors.

Wolfgang Lohrer is a financial advisor at Valic Financial Advisors with a Series 66 designation and three years of industry experience. His work history includes roles at AGIA and Moneyboots Capital, as well as experience in real estate and construction sectors. He is a licensed notary, though he has not used this certification for compensation. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm emphasizes discretionary unified managed accounts and integrates technology and model solutions to serve a broad client base through over 1,200 advisors.

Brett Branstrom is a Series 66-credentialed financial advisor with eight years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Prior to his advisory role, he spent four years at Northern Michigan University. 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 the services separate.

Michael Marana is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including State Farm Investment Management Corp and Gradient Securities, LLC. He is also owner of Marana Insurance Agency, LLC and president of Marana Investments, LLC, both of which provide insurance sales and financial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Perry Truscon is a financial professional with Cetera Investment Advisors LLC, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Grow UP North and First Bank dba First Investment Services. Outside of his advisory work, he serves as treasurer for the Marquette Regional History Center, a nonprofit organization, and is co-owner of an agriculture business focused on vegetable production. Cetera Investment Advisors LLC is an SEC-registered adviser that serves a broad client base including individuals, 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 both affiliated and third-party managers.

Jeffrey Rogers is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Koskey Funeral Home, Inc. for eleven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by Wells Fargo research and tools, with services that extend to specialized areas such as business-owner transition and special-needs planning.

Shaw Robinson is a financial advisor at Ameriprise with 20 years of industry experience. He previously worked nearly two decades at Hantz Financial Services, Inc. Robinson holds Series 63 and Series 65 licenses and is involved in independent insurance brokering and owns Good Steward Holdings, LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Marcus Krachinski is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and previously worked at Upper Peninsula State Bank, Rocket Mortgage LLC, and Bank of America Merrill Lynch. Marcus has also held roles at Northern Michigan University, Hannahville Indian Community, and North Central Area Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses across various financial planning topics. The firm offers both one-time and ongoing planning engagements, with options to combine planning with managed-account services under a consolidated billing program called WealthPlan.

Leandra Dziesinski is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked for IncredibleBank for eight years. She serves as treasurer for a competitive cycling program board in Marquette, MI, managing budgeting and accounting responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports a large national network of financial advisors and operates under a fiduciary standard.

Lyle Warner is a financial advisor with Edward Jones in Ishpeming, MI, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Ryan La Mere is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his current role, he co-owned Jasper Ridge Brewery in Ishpeming, MI. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Clint Kakkuri is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 designations and has worked at Cetera and its affiliated entities since 2021, as well as at VOYA Financial Advisors from 2014 to 2021. Prior to his financial services career, he spent 21 years at Upper Peninsula Dental. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable organizations, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and access to both affiliated and third-party investment managers.

Tyler Vertin is a Series 66 licensed financial advisor with Edward Jones, based in Ishpeming, MI, with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at MSK Diagnostics and has held various roles in sports and retail sectors. 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 supported by a large network of financial advisors and branch offices nationwide.

Eric Luttinen is a financial advisor with Edward Jones in Ishpeming, MI, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Edward Jones since 2001. 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, operating under a fiduciary standard.

Paul Heinonen is a financial advisor at Edward Jones with 17 years of industry experience. He has been with Edward Jones since 2008 and holds a Series 66 designation. Outside of his advisory role, he performs guitar duties for musical productions at Northern Michigan University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,700 financial advisors and $1.01 trillion in assets under management.

Peter Munson is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. His prior roles include positions at Honor Credit Union and LPL Financial. He serves on the City of Negaunee Downtown Development Authority board and owns businesses focused on retirement solutions and tax preparation. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized needs such as business-owner transition and special-needs analysis.