Zachary Lucas is a Series 66-licensed financial advisor at LPL Financial with 18 years of industry experience. He previously worked at OSAIC for 11 years and Savage & Assoc Inc for 16 years. He is also involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and brokerage services supported by a national network of investment adviser representatives.

David Beechler is a financial advisor with UBS Financial Services in Lexington, MI, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS since 2011. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client solutions.

David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

William Siegert is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial since 2013. Siegert also operates a DBA known as America Group Retirement Strategy Centers. 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 a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with support from proprietary and third-party research.

Scott Long is a financial advisor at Ameriprise with 25 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise since 2010. Outside of advisory work, he is involved in several business ventures including tax preparation through his own CPA firm, a travel agency, and commercial real estate partnerships. He also serves on the board of the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning and ongoing advice based on a written Recommendation Report combining proprietary research and third-party data.

Dustin Pennington is a financial advisor with Edward Jones in Croswell, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Champion Bus and Aerotek. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.