Cody Rogers is a financial advisor at Rightoak Asset Management, LLC with a Series 65 credential and one year of industry experience. He has also worked at Auto-Owners Insurance since 2014. Rogers holds a life insurance agent license in Michigan. 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 and a mix of investment types, while offering a retirement-plan consulting practice that includes ERISA fiduciary services.

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 financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Aldi, Ten Point Financial, and teaching positions at Michigan State University and local schools. He is also licensed as a life insurance agent in Michigan. 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 and long-term value investing, while also offering retirement-plan consulting and coordinating estate-planning through an online platform.

Cole Williams is a financial advisor at Shotwell Rutter Baer Inc with a Series 65 designation and one year of industry experience. He previously worked at New York Life and has been involved with Carrabbas Italian Grill since 2017. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a range of engagement and fee models without minimum portfolio size requirements.

Ian Elieff is a financial advisor at Rightoak Asset Management, LLC with five years of industry experience. He holds a Series 65 credential and has previously worked at Gradient Securities, Ten Point Financial, and Farm Bureau Insurance. Ian also maintains an insurance agent license in Michigan, dedicating a small portion of his time to that activity. 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 and long-term value investing, incorporating equities, fixed income, mutual funds, ETFs, and alternative investments, while also offering retirement-plan consulting and third-party manager oversight.

Jeffrey Rutter is a financial advisor at Shotwell Rutter Baer Inc with nine years of industry experience. He holds a Series 65 designation and has been with the firm since 2015. Shotwell Rutter Baer Inc provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement planning, tax and estate planning support, insurance and employee-benefits advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models without minimum portfolio size requirements.

Nick has been practicing financial planning since moving to the Lansing area in 2006. After studying Financial Management and Economics at Northern Michigan University, Nick ventured into the financial planning industry. Having a young daughter and wife, Nick wanted to stay in Michigan. At the time he graduated, one of the few jobs available for a finance major was as a financial advisor. Nick struggled through his first few years in the profession. He relates the struggle to his early memories of money living in Spring Lake, Michigan. One of the things he learned about money when he was growing up was the people who seemed to have the most of it, weren’t inherently happier than those who didn’t. When he started in the financial advising industry, the profession appeared to be all about making money, something he didn’t hold in high esteem. Some years later, around the time his son was born, Nick finally started to figure out his place in the financial planning world. He was challenged to answer the question of why he did what he did. Thinking back on his early memories of money, he concluded he was in the financial planning profession to help people realize their life goals. Shortly after his realization, he was introduced to the pioneers in the industry such as Mitch Anthony and the Money Quotient team. His career in financial life planning was born. Listen to Nick's podcast: https://srbadvisors.com/category/podcast-kitchen-table-finance/

Ashley Sajor is a financial advisor with Shotwell Rutter Baer Inc in Lansing, MI, holding a Series 65 designation and two years of industry experience. Prior to joining Shotwell Rutter Baer, Ashley worked at United Atlantic Insurance and held roles outside finance, including at MSU Library and Quiet Storm Surf Shop. Shotwell Rutter Baer provides advisory services to individuals and high-net-worth clients, offering comprehensive financial planning, investment management, retirement, tax and estate planning support, insurance advice, and financial coaching. The firm emphasizes a strict asset-allocation framework using no-load mutual funds and offers a variety of engagement and fee models, including fixed-fee project work and subscription-based ongoing planning without a minimum portfolio size.

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.

David joined the firm early in 2013. A 1995 graduate of the University of Michigan in Ann Arbor, David has worked in the financial services industry since March, 2000. He is a member of the National Association of Personal Financial Advisors (NAPFA), and Treasurer of the Michigan Financial Planning Association. Our mission at Shotwell Rutter Baer is to cut through the complexity in our clients’ financial lives, delivering financial planning and investment advice that is both personal and practical. We are devoted to a strict fiduciary duty, honing our craft, and providing the highest degree of professionalism while maintaining the intimate, “kitchen table” approach to client relationships upon which our practice was founded.

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.

Aaron Mix is a financial advisor with Gradient Securities, LLC, holding a Series 65 credential and beginning his advisory career in 2024. His professional background includes roles at Looking Glass Financial Services, Centene Corporation, Robert Half, and Michigan State University. He is also licensed as an insurance agent, selling life and fixed insurance products through Looking Glass Insurance Solutions. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, third-party manager referrals, and non-discretionary asset management to a range of clients including individuals, pension plans, trusts, and corporations. The firm combines SEC-registered advisory services with broker-dealer activities and routinely uses third-party managers in its investment approach.

Roger Millbrook Jr. is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. He holds the PFS™ and Series 63 designations. His previous roles include positions at The Colony Group, Buckingham Strategic Wealth, and Siena Wealth Advisors. Millbrook also has longstanding involvement with Hicks Millbrook & Cwayna, PLLC and Siena Accounting, CPA, PLLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies along with firm-affiliated private and registered funds.

Noam Drews is a financial advisor at Focus Partners Wealth, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Focus Partners Wealth, he held roles at Exelon Corporation, CIL Management Consultants, and Blue Cross Blue Shield of Michigan among others. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing enhanced open architecture and offers a wide range of wealth management, retirement, tax, and fiduciary services.

Stephen Hicks is a financial advisor with Focus Partners Wealth, LLC, based in Grand Ledge, MI, with 15 years of industry experience. He has held positions at The Colony Group, LLC, Bam Management, LLC, Buckingham Strategic Wealth, LLC, and various other firms dating back to 1998. Hicks also serves as an adjunct professor in the business department at Lansing Community College. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity and offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Sidney Walser Delaney is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Huntington National Bank and its affiliated investment company since 2018. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, as well as charitable organizations, corporations, and other business entities. The firm utilizes an open-architecture model combining third-party and proprietary investment strategies and offers multiple wrap-fee programs through the Envestnet platform.

David Pozolo is a financial advisor at Empower Advisory Group with three years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors LLC and the Michigan Department of Corrections. Outside of his advisory role, he works as a delivery driver for DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated service model linked to its recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Blake Pokley is a CFP® with seven years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. His prior experience includes roles at Buckingham Strategic Wealth, LLC, Sequoia Financial Group, and self-employment. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

William Behnke III is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. He has worked at PNC Investments since 2016 and briefly at Wells Fargo Advisors, LLC prior to that. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via an invitation-only employee pilot. The firm’s approach uses algorithmic questionnaires to recommend risk bands and implements investments through approved model strategies with third-party execution.

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.

Craig Miller is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company from 1976 to 2022. Miller also serves as a board member for a local condominium association in Lansing, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and nonprofit organizations through a national network. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Zachary Sheehan is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Clarkston Consulting and Akcea Therapeutics. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joel Heinlein is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 23 years of industry experience. His prior work includes roles at Lutheran Financial Services, Regal Investment Advisors, Wells Fargo Advisors, and American Portfolios Financial Services. Outside of finance, he owns Joel Heinlein Music and Joel Heinlein Remodeling, reflecting involvement in the arts and construction sectors. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing various custody platforms, proprietary and third-party investment strategies, and both discretionary and non-discretionary approaches.

Mark Quimby is a CFP® professional with 24 years of industry experience, all with Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Quimby serves as a trustee for the Waverly Education Foundation, where he participates in fundraising and scholarship selection, and is a board member of the Delta Side Business Association, assisting in local business promotion in Delta Township. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

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.

Adam Eschtruth is a financial advisor with Edward Jones in Lansing, MI, holding the Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

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.

Drew Schanski is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Stellantis for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and has a large national network of advisors and branch offices.

Jesse Langschied is a CFP® with 24 years of industry experience, currently affiliated with LPL Financial since 2021. His prior roles include positions at Liberty National Life Insurance Company, Waddell & Reed, and operating Langschied Financial LLC dba 88 Keys LLC. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Stephen O'mara is a financial advisor with Edward Jones in Ionia, MI. He holds Series 63 and Series 66 securities registrations and has 23 years of industry experience, including 24 years with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Erin Mackie is a financial advisor with Edward Jones, holding a Series 66 designation and over three years of industry experience. She has been with Edward Jones in various roles since 2004. Outside of her advisory work, Mackie serves as a director for the Delta Side Business Association in Lansing, MI, where she helps manage the website, coordinates business expos, and responds to member inquiries. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of investment advisory programs and tax-efficient services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices.

Adrian Vande Guchte is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he also sells hobby wood turnings. 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 approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors.

Thomas Wall is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2012, with prior experience at Soave Financial Partners LLC and Raymond James Financial Services, Inc. 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 discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

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.

Samantha Ringler is a financial advisor at Edward Jones in Ionia, MI, holding a Series 66 designation with seven years of experience. Prior to joining Edward Jones in 2019, she worked in healthcare-related roles including positions at Elite Dental Partners and McIver Chiropractic Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of advisors and branch offices.

Michael Settle is a financial advisor with LPL Financial holding a ChFC® designation and Series 63 license. He has 36 years of industry experience, including over two decades with MassMutual Investors Services and MassMutual Life Insurance. Settle operated his own advisory business briefly before joining LPL Financial in 2025. 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 a wide range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

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.

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.

Saundra Howard is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her prior work includes extensive tenure with Cetera and IB Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning using risk profiling and modeling tools, and it maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Barbara Gill is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 39 years of industry experience. Prior to joining LPL Financial in 2022, she spent 35 years at MML Investors Services Inc and Massachusetts Mutual Life Insurance Company. She is also involved in insurance sales under her name. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with resources from LPL Research and third-party subadvisors.

Timothy Wall is a financial advisor at Fidelity with 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he serves as Deputy Grand Knight for the Knights of Columbus Council #944, participating in charitable activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers advisory services to registered investment companies and uses systematic methodologies including AI in its investment process.

Robert Diekema is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Jesse Langschied, Waddell and Reed Inc, and Purposeful Wealth Strategies. He operates in Ionia, MI, and has been affiliated with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides various advisory programs and financial planning services, offering both discretionary and non-discretionary management with access to research, model portfolios, and alternative strategies.

Martin Moore is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, Martin manages a tree farm in Six Lakes, Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from internal and third-party sources.

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.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at Waddell & Reed, Inc., and has been involved with Accrescent Tax Solutions, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.