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.

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.

Sailey Sey is a financial advisor at The Huntington Investment Company with 14 years of industry experience. Sey holds Series 63 and Series 66 designations and has worked at firms including JP Morgan Securities LLC, Merrill, Bank of America, and Ameriprise Financial Services. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

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.

David Winn is a financial advisor with Transamerica Financial Advisors in Bridgeport, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2014 and was previously with BNI from 2017 to 2021. Winn also operates Winn Financial Services, where he provides accounting, bookkeeping, and tax preparation services for individuals and small businesses. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Dawn Swanson is a financial advisor with The Huntington Investment Company in Flushing, MI, holding Series 66 and Series 63 licenses and four years of industry experience. She has worked at Huntington National Bank since 2019 and is also involved in retail sales as a co-owner of Golden Eagle Coins, a rare coins and precious metals business, and as a horse-drawn carriage driver in Frankenmuth, Michigan. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party sub-managers and affiliate offerings, with portfolio management and other services delivered primarily through percentage-of-assets wrap fees.

Rola Zarife is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 12 years of industry experience. Her background includes roles at J.P. Morgan Securities LLC and various health insurance agencies, as well as business development and community involvement through organizations such as the Southeast Michigan Chamber of Commerce and a political campaign committee. She is also engaged in health insurance sales and operates her own LLC focused on health-related services. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers across multiple platforms to deliver its offerings.

Zhi Hong Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has a diverse background including roles at General Motors and V2soft Inc, and he owns an acupressure massage and reflexology business. Liu also works as a quality engineer in automotive manufacturing. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in assets under management.

Samuel Forsyth is a Series 66 licensed financial advisor with LPL Financial, based in Chesaning, MI. He has four years of industry experience and has worked at LPL Financial since 2021. Outside of his advisory role, Forsyth serves as a track and field coach at Chesaning Middle School and as an assistant coach at Chesaning High School. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Douglas Moeggenborg is a financial advisor with Edward Jones in Chesaning, MI, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he owns and manages a commercial rental property in Chesaning. 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, supported by a large network of over 23,700 financial advisors and more than 15,000 branch offices nationwide.

Travis Schlatter is a financial advisor at Edward Jones with four years of industry experience and a Series 66 designation. He has worked at Edward Jones since 2019 and previously held positions at Keynote Financial Services and various educational institutions. Outside of his advisory role, Schlatter serves as president of Schlatter Rentals LLC, managing rental property activities in Bay City, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

Alecia Agnew is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at several firms, including Gregory Bruff, Martin Maier, MMB Associates, Gerald Morse, and Waddell & Reed. Agnew is also a licensed notary in Chesaning, Michigan. LPL Financial is a registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios and research from multiple sources.

Jacob Klocek is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at Bankers Life Securities and Bankers Life & Casualty. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, involvement in commodity pool operations, and advisory roles to multiple registered investment companies.

Kimberly Strnad is a financial advisor with Edward Jones in Flushing, MI, holding a Series 66 designation and bringing 26 years of industry experience, including 25 years at Bois Insurance Agency Inc. She currently serves as an elected school board trustee and vice president of Flushing Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

James Wood is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and having 31 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1994. Outside of his advisory role, he serves as President of the Flushing Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Lerma is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kaiden Heinrich is a financial advisor with LPL Financial holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining LPL Financial, he worked in education and retail, including positions at Northwood University, Delta Community College, Vassar High School, and Zehnders of Frankenmuth. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a large national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Morgan Swank is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Morgan worked at Wentworth Real Estate Group, Applied Innovation, Rachor Financial, and Sleep Number Corporation. 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 nationwide network of financial advisors and branch offices.

Alan Sjoberg is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and one year of industry experience. He has been affiliated with Primerica Financial Services since 1997 and operates an additional business outside of investment services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through model-based portfolio recommendations and discretionary management.

Arianna Casto is a financial advisor with Thrivent Investment Management in Montrose, MI. She holds the Series 66 designation and has one year of industry experience. Her prior roles include positions at Hantz Financial Services, Great Lake Investment Advisors, and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics. The firm’s approach integrates planning with managed-account programs through a consolidated billing option called “WealthPlan,” while keeping planning and investment management services distinct.

Martin Maier is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers, and he has also been involved with MMB Associates LLC since 2014. In addition to his advisory work, Maier is engaged in educational activities with Chesaning Union Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by research and technology-driven portfolio management solutions.

Tyler Boyd is a CFP® professional with five years of experience at Edward Jones in Flushing, MI, where he has worked since 2017. Prior to his advisory role, he was employed at Rollhaven Skating and Fun Center for six years. He serves as Vice President of the Family Service Agency of Mid Michigan, participating in board decisions and agency guidance. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm operates a large network of advisors and branch offices, offering services under a fiduciary standard and providing discretionary and non-discretionary strategies along with affiliated investment products.

Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Gregory Bruff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with LPL Financial since 2021 and has prior experience with Waddell & Reed, Inc. He is also involved with the Chesaning Chamber of Commerce, Downtown Development Association, and Trinity United Methodist Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm offers a wide range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Gerald Morse Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes 26 years at Waddell & Reed, Inc. and various insurance carriers. Outside of advisory work, he is involved with the Pine Hollow Home Association and operates MMB Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by in-house and third-party research and technology.

Arthur Nietling is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at multiple firms including Cambridge Investment Research Advisors and CG Financial. Outside of his advisory work, he is a property and casualty insurance agent with the McNish Group and serves as an on-call coordinator for Maxim Healthcare. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes 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 various sources to support diversified investment strategies.

Gage Ruddy is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at MMB Advisors, Wheeler Trucking, Inc., and various academic institutions. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by model portfolios, third-party research, and advanced portfolio management tools.

Eric Gasper is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is the owner of Gasper Properties LLC, a real estate business based in Flushing, MI. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.