Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Cody Rogers is a Series 65-registered advisor with Rightoak Asset Management, LLC, based in Grand Ledge, MI. He has one year of experience at Rightoak and over a decade of prior experience at Auto-Owners Insurance. He is also licensed as a life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and offers financial planning, retirement consulting, estate-planning assistance through an online platform, and educational seminars.

Jeremy Revard is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Rightoak, he held roles at Vestas, Gradient Securities, Delta Constructors, Saulsbury Industries, KS Industries, and Westcon. In addition to his advisory work, he is involved in engineering design as a 3D modeler for MEP projects and oversees construction quality control through a consulting role. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation, long-term value investing, and employs both fundamental and quantitative analysis while offering specialized retirement-plan consulting and third-party manager oversight.

Connor Williamson is a Series 65-licensed advisor with Rightoak Asset Management, LLC, where he has worked since 2025. He has one year of experience in the financial industry and previously held roles at Aldi and Ten Point Financial. In addition to his advisory work, he is also a licensed life insurance agent in Michigan. Rightoak Asset Management is an SEC-registered firm offering discretionary investment management, financial planning, retirement-plan consulting, and third-party manager oversight to a diverse client base including retirement plans, corporations, families, and individuals. The firm employs a value-oriented, long-term investment approach with strategic asset allocation and integrates online estate-planning services and educational events into its client offerings.

Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with six years of industry experience. He holds a Series 65 credential and has worked previously at Gradient Securities and Ten Point Financial, LLC. He also maintains a part-time role as a licensed insurance agent in Michigan. Rightoak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals. The firm offers discretionary investment management, financial planning, and estate-planning assistance through an online attorney platform, employing a value-oriented investment approach combined with proprietary quantitative models and third-party sub-advisors.

Darren Ford is a financial advisor at Triangle Wealth Management with a Series 65 designation and four years of industry experience. Before joining Triangle Wealth Management in 2022, he worked at AdvisorEngine, Abrigo, and other firms. Outside of advising, he creates educational content for the AnalystPrep website, focusing on CFA exam preparation. Triangle Wealth Management serves individual clients, corporate plans, and nonprofit organizations, providing portfolio management and comprehensive financial planning. The firm employs a consultative process using advanced analytical tools to develop tailored investment strategies, primarily grounded in fundamental securities analysis.

Ryan Bytwerk is a financial advisor with Rightoak Asset Management, LLC, holding a Series 65 credential and 13 years of industry experience. His prior roles include positions at Ten Point Financial, LLC, Gradient Securities, LLC, and RJB & Associates LLC. Outside of his advisory work, he is involved in agricultural operations through Ten Point Farms, LLC, where he assists with planting and harvesting. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm emphasizes strategic asset allocation and long-term value investing, incorporating a range of asset classes and offering specialized retirement-plan consulting services.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.

Roger Millbrook Jr. is a PFS™-credentialed advisor with 16 years of industry experience, currently associated with Focus Partners Wealth, LLC. His career includes roles at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors, among others. He also maintains a long-standing accounting practice through Siena Accounting, CPA, PLLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 63 and Series 65 licenses. He has one year of industry experience and previously worked at Exelon Corporation and several other companies outside the financial services sector. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Stephen Hicks is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, and Siena Accounting CPA, among others. He also serves as an adjunct professor in the business department at Lansing Community College. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies within an enhanced open architecture framework.

Blake Pokley is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Focus Partners Wealth, LLC and previously held roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and was self-employed. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, advisory services, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin McKinney is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. His prior roles include positions at OSAIC, Securian Financial Services Inc, Minnesota Life Insurance Company, and West Financial. Outside of his advisory work, he operates a sole proprietorship focused on fixed insurance. 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 and access to third-party asset management, supported by extensive operational and research tools.

Joel Heinlein is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Wells Fargo Advisors, American Portfolios Financial Services, and Lutheran Financial Services. Outside of finance, he owns a remodeling business and is involved in music as an arts entrepreneur. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent financial professionals and offers a range of portfolio management solutions across multiple platform arrangements.

Kiersten Noall Pacino is a Series 66 licensed financial advisor with Edward Jones, based in Grand Ledge, MI. She has over two years of industry experience and has been with Edward Jones during separate periods totaling approximately 25 years. Outside of advising, she owns and operates a Mary Kay Cosmetics business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branches. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to managed accounts, and affiliated mutual funds under a fiduciary standard.

Roger Bennett is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Royal Alliance Associates, Signator Investors, Asset Financial Services Inc., and Transamerica Financial Advisors, all since the late 1990s or 2010s. Bennett is also a board member of the Grand Ledge Chamber of Commerce, where he reviews governance policies. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing a variety of investment tools and strategies across discretionary and non-discretionary accounts.

Justin Blake is a financial advisor with Edward Jones in Grand Ledge, Michigan, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked in education with Durand Area Schools and Grand Blanc Community Schools for a combined ten years. 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 nationwide network of advisors and branch offices.

Adrian Vande Guchte is a Series 66-licensed financial advisor with Edward Jones, based in Grand Ledge, MI. He has 16 years of industry experience, all with Edward Jones. Outside of his advisory role, he sells hobby wood turnings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large retail advisor and branch network, as well as affiliated capabilities such as a trust company and securities-based lending options.

Malcolm Thurmond is a financial advisor at Edward Jones with five years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Huntington National Bank. Thurmond is based in Portland, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Tracy Kendrick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 20 years of industry experience. Prior to joining Cambridge, she worked at Wells Fargo Clearing Services and Morgan Stanley. She served on the Spring Vale Christian School Board of Directors for 14 years. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and multiple platform options.

Wendi Stratton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for three years at State Farm's Greer Insurance Agency. She serves on the Investment Committee board of the Barry Community Foundation in Hastings, Michigan, where she oversees the endowment and helps establish the spend policy for charitable grants. 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 affiliated investment products through a nationwide network of financial advisors.

Adam Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 40 years of industry experience. He previously worked at Regulus, LLC and Regal Investment Advisors LLC. Outside of his advisory role, Heinlein serves as chairman of the board for Crosswater Canyon, Inc. and is involved in various business activities including aircraft rental through Flying Machines, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement advisory services. The firm provides tailored portfolio solutions through a network of independent financial professionals using multiple platform arrangements and offers both proprietary and external model strategies.

Andrew Archer is a Series 66 licensed financial advisor with Edward Jones in Grand Ledge, MI, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he owns a commercial real estate business, Weathertop Commercial Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Chase Carpenter is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, Carpenter serves on the Board of Directors for the Pewamo Westphalia Community Schools Foundation and is CEO of H&S Companies, PC, a professional services firm specializing in tax planning, business consulting, and tax compliance. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team using research, modeling, and tax-efficiency analysis to create tailored recommendation reports.

Joseph Taunt is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and over 43 years of industry experience. His career includes long tenures at Regal Investment Advisors, Regal Financial Group LLC, and Regulus, LLC before joining Cambridge in 2024. Outside of advising, he serves as treasurer and board member for several yacht and sailing organizations, including the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a wide range of clients, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals and provides both discretionary and non-discretionary investment strategies across multiple platforms.

Thomas Dickinson is a CFP® with 28 years of experience in the financial industry, currently serving at Cetera since 2025. He has held roles at Mercantile Bank of Michigan and Avantax, among others, and has been involved with Biggs, Dickinson & Roberts Wealth Management Services for over a decade. Outside of his advisory work, he serves on the board of Sparrow Ionia Hospital, volunteers as treasurer for Levalley United Methodist Church, and participates in community redevelopment and foundation activities in Ionia County. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform supporting a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services.

Virgil Biggs is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has worked at various firms including Avantax and BHT&D, CPA's, where he provides tax preparation and consultation services. Biggs is involved in several nonprofit and community organizations, including serving as treasurer for Hands of Mercy International and as a director for Sparrow Ionia Hospital Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Martin Moore is a financial advisor with LPL Financial in Portland, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages a tree farm in Six Lakes, MI. 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 variety of advisory services and investment strategies, supported by a large network of advisors and extensive operational tools.

Kory Blastic is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Portland, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Ginger Roberts is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and affiliated firms for 25 years. Roberts is also involved with the American Cancer Society, serving as chairperson of the BHT&D team for the Ionia Relay for Life. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.