Jeffrey Condon is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked at Fairway since 2021 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory roles, he serves as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers portfolio management through LPL Financial-sponsored programs, emphasizing tailored advice based on investor profiles and a combination of fundamental, technical, and cyclical analyses.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Packerland since 2021 and concurrently serves as president of Sayler's Accounting & Tax Spec, Inc., a firm she founded in 1990. Additionally, Sayler serves as an officer and director on the board of the nonprofit organization Lenawee County Mission-Prospectives in Adrian, MI. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 178 advisors, managing over $1.3 billion in assets. The firm offers a range of advisory services including financial planning, portfolio management, and retirement-plan consulting, utilizing both direct management and third-party money managers via the Hilltop/Hilltop-cleared Envestnet platform.

Matthew Babcock is a ChFC® with 35 years of industry experience, currently serving at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 1999. Hantz Financial Services, Inc. serves individual clients, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and portfolio management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory and broker-dealer activities alongside mortgage and insurance product sales.

Andrew Dowding is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Alro and Quicken Loans, as well as educational experience at Wayne State University. Hantz Financial Services serves a diverse client base including high-net-worth individuals, businesses, and charitable organizations. The firm uses ETF-based model portfolios supplemented by third-party managers and employs technology-enabled strategies such as automated tax-loss harvesting and AI-assisted data aggregation.

Joseph Hart is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Hantz Financial Services, Inc. for three years before joining Key Investment Services LLC in 2014. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs and relies on a multi-provider model for portfolio management, with integration of KeyCorp affiliates providing additional financial services and resources.

Christopher Riddick is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience and holds the Series 66 designation. His background includes roles outside of finance such as work at Ottawa Park Golf Course, Boaters Choice, and involvement with the University of Toledo and Devils Lake Yacht Club. Hantz Financial Services serves a diverse client base including individual investors, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios across various risk levels supplemented by third-party managers and employs technologies like Direct Indexing and AI-assisted data aggregation in its advisory services.

Brady Burns is a CFP® and ChFC® with 20 years of experience at Hantz Financial Services, Inc. in Tecumseh, MI, where he has worked since 2006. He serves as an officer and director on the Home Owners Association Board for Garden Villas at Cherry Hill, a role involving community management and service negotiations. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension plans, and business owners, providing financial planning, portfolio and wealth management primarily through ETF-based model portfolios. The firm combines advisory, broker-dealer, mortgage, and insurance product services and employs technology partnerships for investment management and client solutions.

Collin Korte is a financial advisor at Hantz Financial Services, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at Hantz Group since 2018. Prior to that, he was with Prep Baseball Report for two years. Hantz Financial Services serves a broad range of clients including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm provides financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and Direct Indexing, along with retirement plan consulting and brokerage, mortgage, and insurance services through affiliated entities.

Douglas Blasiman is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, Michigan, holding a Series 65 designation and seven years of industry experience. He previously worked at Clifton Larson Allen and has been associated with Hantz Tax & Business since 2017. Outside of his advisory role, Blasiman provides consulting accounting services for Wolfe, LLC. Hantz Financial Services, Inc. serves a diverse range of clients, including high-net-worth individuals, pension plans, charitable organizations, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios, supplemented by third-party managers and technology-driven solutions such as direct indexing and automated tax-loss harvesting.

Hunter Johnston is a financial advisor at Hantz Financial Services, Inc. with three years of industry experience. He holds the Series 66 designation. Outside of his financial advisory role, Johnston works part-time as a cook and bartender at Two Lakes Tavern in Manitou Beach, Michigan. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm’s investment approach centers on ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, with an emphasis on asset allocation, rebalancing, and tax-loss harvesting.

Hunter Phipps is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Hantz Financial Services, Inc. since 2016. Prior to joining Hantz, he worked at Adrian College from 2013 to 2016. Outside of his advisory role, he is involved with Simply Styled Homemade Signs, a business that creates custom, handmade décor signs. Hantz Financial Services serves a diverse client base including individuals, pension plans, charitable and corporate clients, and business owners. The firm uses ETF-based model portfolios combined with third-party money managers and technology platforms to provide financial planning, wealth management, and retirement plan consulting.

Gregory Stewart is a financial advisor with Hantz Financial Services, Inc. in Tecumseh, MI. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Hantz Financial Services in 2018, he held roles at Adrian College and Singh. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, business owners, and institutional clients. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and offers a range of financial planning and consulting services alongside brokerage, mortgage, and insurance products through affiliated entities.

Todd Wilson is a CFP®-designated financial advisor with Edward Jones in Adrian, MI, where he has worked since 1996, totaling 33 years of industry experience. He also owns The Wilson Group LLC, a real estate rental business. 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.

James Cole is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2018. Prior to joining LPL, he spent 23 years at Sigma Financial Corporation and has been associated with Guarantee Mutual Life Company since 1979. He serves as a board member of the American Legion Post 97. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a diverse range of financial planning services and investment programs, combining proprietary research and third-party management with technology-driven tools.

Corey Arno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at firms including Investment Centers of America, Evangelista & Associates, WFG Investments Inc., and SPC. Outside of advising, Corey is a commissioned notary. 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 wide range of financial planning and advisory services supported by diverse investment platforms and tools.

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. 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 under management through a large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Charles Cory II is a financial advisor with Cetera holding the ChFC® designation and Series 63 license, and has 42 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors. Cory is also co-owner of Blissfield Financial Services, an insurance and investment business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform with a variety of program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Brandon Ohlinger is a financial advisor at Ameriprise in Adrian, MI, holding Series 63 and Series 66 designations with seven years of industry experience. His prior roles include positions at The Huntington Investment Company and Huntington National Bank, where he spent a combined total of over a decade. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, 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 investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Steele III is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Raymond James since 2010 and has held roles at related firms since 1999. In addition to his advisory work, Steele serves as a board member of the Kiwanis nonprofit organization and the Lenawee Development Finance Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, institutions, corporations, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while maintaining specialized capabilities in municipal and public finance.

Aaron Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology.

Mitchell Dempsey is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at multiple financial services and accounting firms, including Willis & Machnik Financial Services and Dempsey & Dempsey, P.C. CPAs, where he also serves as a staff accountant. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform. The firm supports various investment strategies and program structures, managing over $256 billion in assets with a large network of independent advisors.

Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Molly Berner is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. 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 planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

Alexandra Zawacki is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019. Prior to her advisory role, she worked in customer service positions in the restaurant industry. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes prior roles at Creative Financial Designs, Gleaner Life Insurance, and Independent Financial Advisors. Outside of his advisory work, he is involved in music on a part-time basis. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by machine-learning tools for advisor operations and research.

Lynette Foor is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including eight years at Edward Jones prior to joining LPL Financial. Outside of her advisory work, she is involved with a family farm, an agricultural business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Nicholas Vanover is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Raymond James Financial Services and Bank of America. Outside of his role at LPL, he provides financial advisory services as an independent contractor with Patton Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

James Zawacki is a financial advisor at Edward Jones with 15 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2010. He serves as a board member for Orchard Terrace Senior Housing, a not-for-profit HUD-subsidized senior housing complex in Tecumseh, MI. 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 large network of financial advisors and branch offices nationwide.

Kenneth Bowman is a financial advisor at Edward Jones in Adrian, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at The Mortgage Team, Loan Depot, and Quicken Loans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory strategies, including discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

John Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 43 years of industry experience. He has worked at LPL Financial since 2017 and was previously with Investment Centers of America from 2009 to 2017. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset allocation approaches.

Ilka Witt is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and is based in Adrian, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Corey De Meritt is a financial advisor with Ameriprise, holding the Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its related entities since 2011. Outside of advising, he works as a tax analyst for Quinn's Tax Service LLC. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Grier Edwards Sr. is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Commonwealth Financial Network, Affinity Wealth Solutions, and Gleaner Life Insurance. Edwards is also involved with Retirement Referral Network, LLC. 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 portfolio programs, third-party asset management, and institutional platforms.

John Denler Jr. is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 34 years of industry experience. He previously worked at Centaurus Financial, Inc. and Mass Mutual Investors Services. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Curtis Beagle is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he is president and CEO of Beagle & Associates, Inc., an employment agency, and is involved in other business ventures including ownership in FPG Partners, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

David Devantier is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Commonwealth Financial Network and Village Wealth Management. Outside of advising, he is an insurance agent specializing in annuities and serves as CEO of an investment-related commercial real estate business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports municipal and public finance work uncommon among large institutional advisors.

Bryan Perry is a financial advisor with Ameriprise in Clinton, MI, holding the ChFC® and Series 63 designations and having 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership activities related to payroll and bill payment services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports, emphasizing the use of Ameriprise-managed accounts and employing algorithmic tools overseen by a dedicated committee.

John Lapham is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and over 21 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008, following two years at Cetera Advisors LLC. In addition to his advisory role, he serves as Vice President of the Onsted Kiwanis Club and is a trustee for the Onsted Kiwanis Community Foundation. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and custodians, proprietary model strategies, and both discretionary and non-discretionary management options.

Kevin Way is a financial advisor with Cambridge Investment Research Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Cambridge Investment Research since 2008 and previously worked at Cetera Advisors LLC from 2006 to 2008. Outside of his advisory role, he owns an independent insurance agency and provides tax preparation services. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and delivers services across multiple platforms and custodians.

Michael Cory is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His career includes roles at Voya Financial Advisors and long-term involvement with Blissfield Financial Services and Blissfield Insurance Agency. Outside of advising, he serves on the board of the Tri County Historical Museum and is a partner in Running Bucks Farms, LLC. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide, offering portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform with diverse program options and custodial relationships.

Russell Dempsey is a CFP® with 24 years of experience in the financial services industry and is currently affiliated with Cetera Wealth Services, LLC. His background includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. Outside of advising, he serves as president of a CPA firm and is involved as a potential advisory board member for the nonprofit Maya Indian Mission, Inc., as well as providing accounting support for a sickle cell anemia organization. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving 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 affiliated and third-party managers, operating across various program structures and custodial relationships.

Michael Dempsey is a CFP® with 24 years of industry experience, currently advising clients at Cetera. His career includes roles at Avantax Advisory Services, 1ST Global Advisors, and Willis & Machnik Financial Services. He is also a shareholder and CPA at Dempsey & Dempsey, P.C. CPAs. Outside of advising, he owns and manages accounting for a beach resort and serves as a trustee for his personal revocable trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a range of investment and retirement services to individual, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management and access to third-party money managers.

Emily Brunke is a financial advisor at Thrivent Investment Management with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Northwest Bank, and Huntington National Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial plans without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing structure while maintaining a separation between planning and investment management services.

Rodney Pender is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He holds a residential builder’s license, which he maintains for property repairs and mentors others in real estate investing. Pender serves on multiple community and nonprofit boards, including the Vernon & Alice Pratt Foundation and the Lenawee County Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Mark Mazur is a Series 66-licensed financial advisor with Edward Jones, based in Clinton, MI, and has eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent 31 years at JP Morgan Chase. 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 under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branches, as well as its affiliated capabilities beyond advisory services.

Joseph Siekierda is a financial advisor at Ameriprise with 28 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which provides written recommendations and ongoing advice based on asset allocation, withdrawal strategies, and Social Security options.

Stacy Downing is a financial advisor at Cambridge Investment Research Advisors with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cambridge since 2014. Outside of her advisory role, she serves as an advisory board member for the Tecumseh Parks & Recreation Department and is the secretary of the Rotary Club in Clinton, MI. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.