Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Timothy Crawford is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is the principal of Tim Crawford CPA, an independent firm he has led since 2002. Prior to founding his firm, he worked for nine years at GWN Securities Inc. Outside of advisory work, he serves as president of TIM CRAWFORD, CPA, PC, which provides tax preparation and accounting services. Tim Crawford CPA is a CPA-based independent registered investment adviser serving individual, high-net-worth, corporate, and retirement plan clients. The firm combines accounting and insurance services with investment advisory work, referring clients to third-party managers and managing a broad investment universe without trading or holding custody of client assets.

Richard Marotzke Jr. is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His work history includes roles at Berthel Fisher & Company Financial Services, Alta Holdings, and Michigan Valley Insurance Agency. He is also involved in providing alternative property and casualty insurance coverage for high-net-worth clients through Alta Holdings. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management, financial planning, and consulting services using a variety of investment approaches and offers both discretionary and non-discretionary account management.

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Zechariah Marotzke is a financial advisor at Richmark Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Smile America, University Lutheran Chapel, Q3 Asset Management, and the University of Michigan. Richmark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by offering portfolio management, financial planning, and consulting services. The firm customizes investment strategies using various analysis methods and manages accounts both directly and through sub-advisers.

Blaise Zimmer is a financial advisor at Richmark Private Wealth Management with six years of industry experience. He holds a Series 65 designation and has worked at Richmark Private Wealth Management since 2020 and Richmark Strategies, LLC dba Alpha One Strategies since 2026. Prior to his advisory career, he spent five years in education with Carrollton and Marquette Area Public Schools. Outside of advising, he owns a tree farm. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm provides portfolio management, financial planning, and consulting services using a variety of investment approaches tailored to clients’ objectives and risk profiles.

Kevin Sims is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Richmark in 2019, he worked at Capfinancial Securities, LLC and Captrust Financial Advisors. He is also licensed in insurance and has been involved in insurance sales since 1993. Richmark Private Wealth Management serves a diverse client base including individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services, employing various analytical methods and both long- and short-term trading strategies, while managing accounts directly and through third-party platforms.

Mark Vanvoorhees is a CFP® with 30 years of industry experience, currently serving at Belpointe Asset Management LLC since 2019. His prior experience includes roles at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of his advisory work, Vanvoorhees teaches personal financial planning part-time at various universities, performs as a band and orchestra musician, and serves on the board of the Ignite the Arts Foundation in Michigan. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement consulting, offering customized portfolios through a combination of internal construction and third-party managers across passive, active, tactical, and blended strategies.

Gerald St. Cin is an investment advisor representative with Procyon, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney, Oliver Lagore Vanvalin Investment Group, and AE Financial Services. Outside of his advisory role, he serves as a registered official for the Michigan High School Athletic Association and is a board member of the St Louis Campground Association of the Church of God. Procyon serves a diverse client base including individuals, families, trusts, businesses, and institutional investors, providing investment management, financial planning, and retirement plan advisory services. The firm’s investment approach focuses on customized, fundamentally driven portfolios using a mix of mutual funds, ETFs, equities, and fixed income, implemented through internal management and third-party relationships.

William Schmidt is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Belpointe since 2019, alongside his role at Premier Estate Planners, LLC since 2012. Outside of advising, he owns and operates 1st College Planning Inc., a college planning services business. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios and a range of strategies tailored to client goals and risk tolerance.

Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Jesse Vanvalin is a financial advisor with Procyon, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked at firms including Sigma Planning Corporation and Oliver Lagore Vanvalin Investment Group, Inc. Vanvalin is also a licensed insurance agent. Procyon serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers customized, fundamentally driven investment management, financial planning, consulting, and institutional advisory services through a combination of internal management and third-party partnerships.

Donald Flenniken is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Clear Creek Financial Management since 2021 and previously held positions at Harvest Investment Services and ProEquities, Inc. In addition to his advisory work, he is an independent insurance agent and serves as chairman of the board and finance committee for Riverdale Baptist Church. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and business entities with asset management, financial planning, and consulting services. The firm integrates fundamental, technical, and cyclical analysis in portfolio construction and offers a quantitative consulting arm that provides algorithmic research and implementation to other advisers.

Timothy Tenneriello is a financial advisor at Procyon with a Series 65 credential and two years of industry experience. He previously worked at Oliver Langore Vanvalin Investment Group, Inc. and spent over a decade with CS Partners. Outside of finance, he owns and provides organizational oversight for an interior design business and an auto repair and body work shop in Grand Blanc, Michigan. Procyon serves a broad client base including individuals, high-net-worth clients, families, trusts, businesses, institutional investors, retirement plans, and registered investment advisors. The firm offers investment management, financial planning, retirement plan advisory, institutional consulting, and model-portfolio delivery, focusing on customized, fundamentally driven portfolios implemented through both internal and third-party managers.

Roy Sefton is a financial advisor with Money Concepts Capital Corp, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with Money Concepts Capital Corp since 2002 and also operates Sefton Accounting Associates, providing accounting and tax preparation services. Outside of his advisory role, he serves as an officer and board member of the Saginaw Valley Torch Club, a nonprofit organization. Money Concepts Capital Corp is an enterprise-scale adviser managing approximately $4.07 billion in client assets through several hundred advisors. The firm offers investment advisory, financial planning, and consulting services to a diverse clientele, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary portfolio programs.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Liu also serves as president of Synergy CPA Tax & Financial Services LLC, where he provides tax preparation, accounting services, and consulting for small businesses and individuals. His work history includes roles with Wfgia and the State of Michigan. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and the TFA365 Advisory Program.

Shanda Butcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2015. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm utilizes proprietary software and model asset allocations from Morningstar Investment Management to deliver personalized portfolio guidance, focusing primarily on non-discretionary assets across a large client base.

Daniel Waskiewicz is a financial advisor at Oppenheimer with 14 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2011. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies to meet client objectives.

Byron Swarts is a financial advisor at Oppenheimer with 11 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2012. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and retirement services. The firm’s investment approach varies by program and advisor, incorporating asset allocation, manager selection, and rebalancing across equity, balanced, and fixed income strategies.

Douglas Kline is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he is a partner and landowner involved in farmland rental activities. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a broad range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches tailored by program and advisor, and manages approximately $36.7 billion in assets as of the end of 2025.