Jason Weiss is a financial advisor with Fairway Investment Group, LLC, holding a Series 66 designation and two years of industry experience. He has worked with Paradigm Equities, Inc. and MEA Financial Services since 2024 and also engages as a realty broker with EverGreen Home Realty. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses, providing fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs. The firm focuses on non-discretionary management, utilizing investor profiling and various analytical methods to tailor asset allocation and portfolio strategies.

Sharyn Dansa is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having 11 years of industry experience. Her career includes roles at Raymond James Financial Services, Cetera Investment Advisors, The Huntington Investment Company, and previous tenure at LPL Financial. She is also involved with Maier & Associates Financial Group, a business related to her advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including model portfolio programs, third-party asset management access, and institutional platforms.

Tabatha Simpson is a CFP® with nine years of experience at Edward Jones, where she has worked continuously since 2012. She is based in Gaylord, MI. Outside of her advisory role, Simpson is involved with Simpson Farm LLC and manages a short-term rental business through Sugar Maple Rentals LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brett Naylor is a CFP® credentialed financial advisor with five years of industry experience. He currently works with LPL Financial and has prior experience at Raymond James Financial Services and Hantz Financial Services. Outside of advisory roles, he has been involved in the hospitality industry with Silver Palace Bar & Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of investment adviser representatives.

Timothy Janis II is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Jackson National Life Insurance from 2017 to 2018. He is a board member of the Otsego County Foundation, participating in quarterly meetings focused on investment results and goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, 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 over 23,000 financial advisors.

Meredith Feole is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, where she has worked since 2017. She has nine years of industry experience, including six years prior to her advisory career at Culver's. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Logan Maier is a financial advisor at LPL Financial with seven years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Raymond James Financial Services Advisors, Inc. and Covenant Healthcare. Maier is also involved with Maier & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Wilcox is a CFP® and ChFC® affiliated with LPL Financial, with 32 years of industry experience. He has worked with firms including Raymond James Financial Services and Securities America, and maintains ongoing involvement in Maier & Associates Financial Group, which he has been part of since 1993. 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 services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Chris Dandeneau is a financial advisor with Edward Jones in Gaylord, MI, holding the CFP®, ChFC®, and Series 66 designations. He has 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he serves as a director of the Otsego County Sportsplex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Westenbarger is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously spent 13 years with THE O.N. Equity Sales Company before joining OSAIC in 2023. Outside of his advisory work, he operates an agricultural sole proprietorship focused on production and forestry products. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a broad selection of investment vehicles, with options for discretionary or non-discretionary account management.

Beverly Fink is a Series 66 licensed financial advisor with Edward Jones in Gaylord, MI, and has 7 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Adam Wohlscheid is a financial advisor with LPL Financial holding the CFP®, CFA®, and ChFC® designations, and has six years of industry experience. He previously worked at Raymond James Financial Services Advisors and CG Financial. Outside of his advisory role, he is involved with Maier & Associates Financial Group, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms.

Gregory Dahlberg is a Certified Financial Planner (CFP®) affiliated with LPL Financial, bringing 24 years of industry experience. He has previously worked with firms including Raymond James Financial Services and Securities America. Outside of his advisory work, he is involved with MZN Properties, LLC, an inactive entity. 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 portfolios, third-party asset management, and institutional platforms.

Wayne Maier is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 51 years of industry experience. He previously worked at Raymond James Financial Services and Securities America and has operated Maier and Associates since 2018. He is also involved with the Maier & Associates Charitable Foundation Inc., which he has been associated with since 2004. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions using both proprietary and third-party strategies, supported by advanced operational and research tools.

Philip Hofweber is a financial advisor with Edward Jones in Gaylord, MI, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Hofweber serves as a board member of Kirtland Community College’s Governing Advisory Board, a nonprofit focused on higher education services in rural northern Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial services through a nationwide network of more than 23,000 advisors.

Courtney Sparks is a financial advisor with LPL Financial in Gaylord, MI, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services using both proprietary and third-party strategies, supported by advanced operational tools.

William Forreider is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2008. He has 17 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Drew Parker is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Home Depot and various roles related to hospitality and recreation in Gaylord, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Natasha Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and beginning her advisory career in 2025. She has a background at Community Financial Credit Union, where she has worked since 2014. 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 portfolios, third-party asset management, and institutional platforms.

Joseph Maier is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Raymond James Financial Services and Securities America, as well as running Maier and Associates Financial Group since 1999. He serves on the board of the Maier & Associates Charitable Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment platforms and advisory solutions incorporating strategic, tactical, and alternative investment options.

Khara Curtiss is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2003. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.

Austin Spires is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked for 10 years. He is based in Gaylord, Michigan. Outside of his advisory role, Spires serves as a committee member for the Otsego Community Foundation, overseeing financial planning and fiscal policy review. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of financial planning and consulting services, employing various portfolio management styles supported by affiliated research and model managers.

Kirk Johnston is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Ameriprise and has previously worked at The Huntington Investment Company, TCF National Bank, Cetera Investment Services, The ON Equity Sales Company, and Ohio National Financial Services. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that addresses income sources, tax-aware withdrawal strategies, and Social Security options.

Toni Straughen is a financial advisor with Edward Jones in Gaylord, MI, holding the ChFC® designation and Series 66 license. She has eight years of experience at Edward Jones and previously worked for 18 years at DFCU Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, tax-efficient services, and a fiduciary standard of care.