Alexander Wagner is a financial advisor at Vitale Wealth Management in Metamora, MI, holding a Series 65 designation. He has related experience at American Retirement Solutions, LLC and TCF Bank prior to joining his current firm. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients, managing approximately $117 million across about 396 client relationships. The firm employs a model-based investment approach utilizing fundamental, technical, charting, and cyclical analysis, and offers ongoing portfolio management, financial planning, educational seminars, and access to third-party money managers.

Joseph Vitale is a financial advisor at Vitale Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience owning and managing insurance and real estate businesses. Vitale also owns Trinity Realty Inc. and SSJ Properties, which are real estate-related ventures. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm uses model-based portfolio management incorporating fundamental, technical, and cyclical analysis, serving roughly 396 client relationships with a three-advisor team.

Nicholas Harajli is a financial advisor at Vitale Wealth Management with two years of industry experience. He holds a Series 66 designation and has previously worked at Hantz Financial Services, United Wholesale Mortgage, and Best Buy. Vitale Wealth Management provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages approximately $117 million across about 396 client relationships using model-based portfolio management and a combination of fundamental, technical, and cyclical analysis.

Michael Awwad is a financial advisor at MDRN Capital with 14 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones, PNC Investments, Huntington Financial Advisors, and Cetera. Outside of advising, he is an adjunct professor teaching finance-related courses at Southern New Hampshire University and serves as Assistant Chief at the Goodland Township Fire Department. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management and comprehensive financial planning through a multi-advisor team. The firm utilizes unaffiliated independent managers and low-cost mutual funds and ETFs, focusing on long-term portfolio management with flexibility for shorter-term adjustments.

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

David Ne Smith is a financial advisor at MissionSquare Retirement with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and served in the US Army Reserve for 29 years. Outside of advising, he has experience with Allen Marine Tours and retired military service. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice through Guided Pathways, with investment advice developed by Morningstar Investment Management.

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Christopher Buzzell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. His career includes roles at Comerica Securities and Cetera Investment Services, among others. He is based in Lapeer, Michigan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tyson Schmidt is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has worked at Ameriprise since 2025 and concurrently serves as Vice President of Financial Services at ChoiceOne Bank in Lapeer, Michigan. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Karen Beaver Hitz is a CFP® professional with 13 years of experience at Edward Jones, where she has been advising clients since 2013. She holds a Series 66 license and is based in Bruce Township, Michigan. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, while operating under a fiduciary standard.

Stephen Elzerman is a financial advisor with Edward Jones in Lapeer, MI, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Primerica Financial Services and Lapeer Community Schools. He serves as a board member of the Lapeer Downtown Development Authority, where he contributes to downtown development, community events, and local business initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managed solutions, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Kyle Tank is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Ameriprise in Lapeer, MI. He previously worked at Ameriprise Financial Services, Inc. and has been involved with Through Fire Fitness since 2019. Outside of his advisory role, he owns The Junk Removal Pros LLC and provides expert witness services related to his professional knowledge. Ameriprise Financial Services is a large, diversified firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice.

Michael Butterfield is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Outside of advising, he is a part-owner of a Subway restaurant and a limited partner in a golf course in Metamora, 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, including discretionary and non-discretionary wrap fee strategies, SMAs, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branches.

Olivia Hodgkinson is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has worked previously with OSAIC Institutions, Inc. and ChoiceOne Bank. Hodgkinson serves as Treasurer on the Board of Directors for the Lapeer Center for the Arts. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Karen Strader is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Thrivent Financial and the Advanced Physical Therapy Center. Outside of her advisory role, she serves as president of a local Business Networking International group in Oxford, MI. 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, operating under a fiduciary standard.

Kirk Curtis is a financial advisor with UBS Financial Services in Troy, MI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 1997. Outside of his advisory role, Curtis serves on the executive committee of the Drummond Island Club, a private hunt club in Farmington Hills, Michigan, where he assists in managing club administration. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans to clients’ goals and risk tolerances.

Gino Petitta is a financial advisor with LPL Financial in Lapeer, MI, holding Series 63 and Series 66 licenses and possessing 32 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he is involved in referring clients to a property and casualty insurance provider on a limited basis. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Nathan Long is a financial advisor at Edward Jones in Lapeer, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, he was self-employed for one year and worked at Urshan College and Clement Auto Group. 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, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Andrew Roosa is a financial advisor with Edward Jones in Almont, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Robert Mette is a financial advisor with LPL Financial in Imlay City, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, and New England Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad array of advisory and non-advisory financial services.

Harry Booms is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1985. Outside of his advisory role, he is also involved in farming as the owner of Ashmore Acres in Harbor Beach, Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.

Kriss Klaus is a financial advisor with Primerica Advisors in Lapeer, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1994. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts structured as a wrap-fee solution. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Mark Bachman is a financial advisor with Edward Jones in Lapeer, MI, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward Jones since 1988. Bachman serves as a board member for Lapeer County Community Mental Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Benjamin Littlefield is a financial advisor at Edward Jones with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Enterprise, The Prudential Insurance Company of America, and other firms. He also sells Medicare insurance through two companies, Action Benefits and American Group Insurance, assisting clients with healthcare options related to retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Todd Petty is a financial advisor with Edward Jones in Lapeer, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was involved with Christ's Church and Hillside Discipleship Church, serving at the latter for over a decade. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Tamara Miller is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliates since 2012 and has been involved with Sullivan & Sullivan Financial Services since 2002. In addition to her advisory role, she serves as president of Sullivan & Sullivan CPAs, P.C., a CPA firm she has been with since 1990. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, corporate, and institutional clients nationwide, offering portfolio management, financial planning, and retirement services through a large network of independent advisors.

Denise Markovich is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory work, she is involved as a vice president and owner at Long John Properties, LLC, a commercial property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Ronald Gray Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the country.