Bradley Blomquist is a financial advisor with High Tide Advisory LLC in Iron Mountain, MI, holding a Series 65 credential and having one year of industry experience. He is also the founder of two affiliated businesses, BJB Insurance Solutions, which focuses on life-insurance and annuity products, and High Tide Tax Solutions, providing tax-return preparation and planning services. Prior to his advisory career, he worked at Pregis Corporation and spent time in full-time education. High Tide Advisory LLC offers non-discretionary portfolio management and financial planning to individuals, families, businesses, and employer-sponsored retirement plans. The firm uses a strategic, long-term allocation approach primarily through third-party ETF- and index-oriented model portfolios, with services that include tax-aware planning, insurance and estate coordination, and business retirement-plan consulting.

John Benzie is a Series 65-licensed financial advisor with 12 years of experience, currently with Global View Capital Management LLC. He has worked with multiple affiliates of Global View Capital since 2014. Outside of advisory roles, he officiates high school basketball and baseball games. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and execution infrastructure to manage portfolios and held-away retirement assets.

Charles Kuhtz III is a CFP® certificant with 41 years of industry experience. He is currently with Intrua Financial and has worked at LPL Financial, LLC since 2016 and at Freedom Wealth Alliance from 2016 to 2023. Outside of financial advising, he is a musician based in Oconomowoc, WI. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm uses a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and provides both discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement plan advisory services.

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 21 years at Edward Jones. Outside of advising, he owns North Forty Wild Apples LLC, an internet retail business specializing in tree seedlings. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies and third-party managers across various investment vehicles.

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

Laird Trepp is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2021 and was previously with VOYA Financial Advisors. Trepp is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Heidi Strutz is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services, LPL Financial, McCash Investment Management, and Northern Interstate Bank. She is the owner of Strutz Financial Services, LLC, operating under the DBA The Investment Center, and volunteers locally as a member of Kiwanis. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a comprehensive approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.

David Mc Nurlen is a ChFC® and Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked with firms including LPL Financial and Allstate Insurance Company. Mc Nurlen serves as a board member for the Lena Public School District and is a trust officer at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party investment strategies.

Richard Kinsey is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017, following prior roles at Town and Country Sales and Riverside Auto Group. Outside of his advisory work, Kinsey is involved in agricultural activities, including planting and caring for apple trees and managing a family farm where he also tends to livestock and crops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its offerings with a large network of financial advisors and a variety of affiliated services, including trust and securities-based lending options.

Jason Anderson is a Series 66-registered financial advisor with Thrivent Investment Management, based in Iron Mountain, MI. He has 17 years of industry experience and has been with Thrivent Financial for Lutherans and its investment management arm since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic financial planning and allows clients to combine planning with managed-account programs while maintaining separate service structures.

William Saunders is a financial advisor at Wells Fargo Advisors with four years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Wells Fargo Clearing Services and Ameriprise, and he spent over a decade with Marquette Area Public Schools. He serves on the finance committee of the Dickinson County Animal Shelter, assisting with the establishment of investment guidelines. Wells Fargo Advisors is a broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of planning services and uses Wells Fargo research and tools to develop tailored recommendations, with clients able to choose the implementation of those recommendations through various brokerage and advisory programs.

Hillari Runsat is a financial advisor with LPL Financial, holding a Series 66 credential and seven years of industry experience. Her work history includes roles at Ameriprise Financial Services, Inc., LL Financial LLC, and prior experience in accounting and club management. 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, and institutional platforms, supported by a large network of advisors and extensive operational resources.

Shauna Kester is a financial advisor at Edward Jones with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2009. 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 wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jonathan Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. He previously spent nine years with Ameriprise Financial Services, Inc. Insight Wealth Solutions, LLC is an outside business activity he is involved with. 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 wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Samuel Hofer is a CFP® professional with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with LPL Financial and Stephenson National Bank & Trust. Outside of his advisory role, he acts as an independent insurance agent and holds a relationship manager position at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Wanda Hart is a Series 66-licensed financial advisor with Edward Jones in Iron Mountain, MI, where she has worked since 2019. She has six years of industry experience and has been involved in various business activities, including assisting with catering events at Curious Pig, a restaurant in Crystal Falls, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Todd Saunders is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Saunders serves as vice president and board member of the Negaunee Public Schools Board of Education and is chair of the investment committee for the Dickinson Community Foundation. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services supported by Wells Fargo research and tools, with recommendations tailored through meetings and written summaries.

Matthew Lockhart is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 solutions, supported by a nationwide network of more than 23,700 financial advisors.

Kerry Tushoski is a financial advisor at Wells Fargo Advisors with 16 years of industry experience. He holds the Series 66 designation and has worked in various roles within Wells Fargo entities since 1992. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk and wealth-transfer planning, as well as specialized areas such as business-owner transition and special-needs planning.

Schlyn Thiry is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2019, Thiry worked at Integra First Federal Credit Union and Hudsons Classic Grill. Thiry also serves as a clerk for the Village of Daggett, where responsibilities include attending monthly meetings, preparing agendas and meeting notes, and managing billing processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.

Brandon Malburg is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Brandon studied at Michigan Technological University and is also commissioned as a notary in Michigan. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of investment strategies.

Jeffrey Van Holla is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial and First National Bank and Trust since 2023. Additionally, he serves as a teacher's assistant at Michigan State University. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary investment strategies.

Hunter Mans is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, The Stephenson National Bank and Trust, LPL Financial LLC, Northwestern Mutual, and Tri-County Credit Union. Outside of his advisory work, he coaches youth hockey and serves as a board member and treasurer for a school district. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, with investment strategies tailored to client objectives across multiple custody platforms.

Sean O'Day is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Cara Snowdon is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. She has worked at LPL Financial since 2017 and previously held roles at Investment Centers of America, Inc. and Morgan Stanley. Outside of her advisory work, she has served as a trust administrator at First National Bank & Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and various operational tools.

Cole Smith is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise for three years and held positions at Verso Corporation and Systems Control. 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 through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and tailored strategies.