Dawn Moses is a financial advisor at Sensible Financial Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sensible Financial Solutions since 2017. Outside of her advisory work, she has offered private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm emphasizes a passive investment approach using diversified portfolios of index mutual funds and ETFs, typically managing accounts on a non-discretionary basis and coordinating access to third-party model portfolios.

Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.

Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.

Jonathon Wells is a financial advisor at Financial Transparency with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Envision Financial Transparency, LLC and Consulting Services Support Corporation. He also provides consulting and development support for financial software through ProScore, LLC. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, and businesses, utilizing asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis across multiple investment programs.

Matthew Doran is a CFP® with 27 years of industry experience, currently serving as a financial advisor at \u0026Partners since 2023. His prior experience includes roles at Sage Wealth Planning LLC, Sage Consulting of Northern Michigan, and Edward D. Jones & Co., L.P. He is also the owner of Sage Wealth Properties, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and third-party managers while providing ongoing monitoring and account reviews.

Paul Brewer is a financial advisor with UBS Financial Services in Rapid City, MI, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to create tailored financial plans and portfolio management solutions.

Paul Leonard is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors. Leonard serves as president of the Infinite Multisport Triathlon Club and is involved as treasurer for The Friends of Glacial Hills. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing, tax-aware planning and written recommendations for clients approaching or in retirement. The firm’s approach includes investment research and third-party data, with a focus on dependable income sources and adaptive withdrawal strategies.

Larry King II is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nathan Goffnett is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 credential and previously worked at Consumers Energy and several roles at Central Michigan University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, 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.

Adrian Chisholm is a financial advisor with Ameriprise in Rapid City, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he works as a dance instructor at Alden Dance Academy, teaching ballet, tap, jazz, and contemporary dance. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

William Bottrell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Kaila Williams is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing six years of industry experience. Her career includes roles at Merrill, Bank of America, and Craig Wealth Advisors prior to joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Robert Joyce is a financial advisor with Edward Jones in Bellaire, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a partner in a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.