Kory Kaunisto is a financial advisor at Kaunisto Capital L.L.C. with one year of industry experience. He previously worked at Gehlen Braeutigam Capital and Citi. Kaunisto holds a Series 65 designation. Kaunisto Capital L.L.C. provides discretionary and non-discretionary portfolio management primarily to high-net-worth individuals, charitable organizations, and corporations. The firm employs fundamental analysis and a combination of long- and short-term strategies, utilizing equities, ETFs, options, and digital assets, and generally operates with discretionary trading authority.

Thomas Sherman is a financial advisor at Hantz Financial Services, Inc. with 21 years of industry experience. He has been with Hantz Financial since 2004 and holds Series 63 and Series 65 licenses. Hantz Financial Services serves a diverse client base, including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm utilizes model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and it operates with affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Carlie Anderson is a financial advisor at Hantz Financial Services, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hantz Financial Services since 2018. Prior to that, she was with Cuna Brokerage Services, Inc. and Soo Co Op Credit Union. Outside of her advisory role, Anderson serves as treasurer for the Sault Ste. Marie Youth Wrestling organization. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers expanded capabilities through affiliated entities such as a state-chartered trust bank and in-house tax and business consulting services.

Rileigh Rambo is a financial advisor with Hantz Financial Services, Inc. in Sault Ste. Marie, MI. She holds Series 65 and Series 63 credentials and has three years of industry experience. Rambo has been with Hantz Financial Services since 2015. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through a multi-advisor platform, offering a range of services including financial planning, portfolio management, retirement consulting, and mortgage brokerage. Its investment approach centers on diversified, ETF-based model portfolios combined with access to third-party managers and tax-aware strategies.

Jamie Sheppard is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked in home care, agency services, and automotive repair. Outside of his advisory role, he is also involved in an automotive repair business where he performs maintenance duties. Hantz Financial Services, Inc. is an enterprise investment adviser and broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate and retirement plan sponsors through diversified, ETF-centered model portfolios and a multi-advisor platform offering financial planning, wealth management, and retirement plan consulting.

Patricia Scheske is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. She holds a Series 66 designation and has worked at Hantz Financial Services since 2020. Prior to that, she was employed at Lake Superior State University and Birch Hill Grocery. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform and emphasizes diversified, ETF-centered model portfolios combined with tax-aware strategies and access to third-party separately managed account managers.

Jonathon Coe is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hantz Financial Services, Inc. since 2012. He holds a Series 66 license and is based in Sault Ste. Marie, MI. Hantz Financial Services provides financial planning, portfolio and wealth management, retirement-plan advisory, and fiduciary services to a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs a model-driven ETF investment approach supplemented by separately managed accounts, unified managed account solutions, and partnerships offering direct-indexing and alternative investments, supported by affiliated entities such as a trust bank and in-house tax and consulting services.

Joshua Hester is a financial advisor at Hantz Financial Services, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Hantz Financial Services since 2023. Outside of his advisory role, he is the owner of Upward Potential, a technical consulting business. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and retirement-plan advisory services.

Megan Heaton is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She holds the Series 66 designation and has worked previously at firms including PNC Wealth Management, LPL Financial LLC, SPC, Parkland Securities, and Sigma Financial Corporation. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Jakob Hopkins is a financial advisor at Hantz Financial Services, Inc. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Hantz, he gained experience through roles at Lake Superior State University, the United States Marine Corps Reserve, The Wicked Sister, and Sault Area High School. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm emphasizes diversified, ETF-centered model portfolios combined with asset allocation and tax-aware strategies, supported by a broad range of affiliated financial services including mortgage brokerage, insurance, and retirement plan consulting.

Amanda Nolan is a financial advisor at PlanMember Securities Corporation with Series 63 and Series 65 credentials and two years of industry experience. She has worked at Williams & Co dba Williams and Company Financial Services and is involved in community education through the Michigan Association of Retired School Personnel. Outside of finance, Nolan co-owns an Etsy shop and works as a stylist at Deep Roots Salon. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a strategic asset allocation approach with risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.

Joshua Mac Donald is a CFP® and holds a Series 66 license, with 17 years of industry experience. He has been with Edward Jones since 2008. 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 fiduciary-standard advisory services.

Gregory Collins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 17 years of industry experience. Collins has served as a branch manager and financial advisor at Midwest Wealth Strategies since 2013 and has been involved with the City of Sault Sainte Marie since 2017. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Amanda Wright is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at Hantz Financial Services for 11 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Samantha Wollan is a Series 66-registered financial advisor with Edward Jones, based in Sault Ste Marie, MI. She has four years of industry experience, all with Edward Jones, including two separate periods from 2014 to 2023 and since 2023. 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 solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Steven Heiny is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and four years of industry experience. Prior to his current role beginning in 2021, he worked with the Bangor Region YMCA and YMCA camps. Outside of his advisory role, Heiny is involved in a construction and labor business specializing in house painting and participates in insurance referral activities. 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 independent Financial Professionals using a range of portfolio management and model-based solutions.

John Piedmont III is a Series 65 licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2025. He has one year of industry experience and previously held roles outside of finance, including positions at Roto-Rooter, Delaneys Irish Pub, Bojangles, and educational institutions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing multiple custody arrangements and a range of proprietary and third-party investment strategies.

Nicholas Kibble is a Series 66-licensed financial advisor with LPL Financial, based in Sault Ste. Marie, MI, and has four years of industry experience. His prior experience includes roles at Michigan Technological University and Old Mission Bank. He is involved with Scott Financial Services, LLC in a non-investment-related capacity. 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 advisory and brokerage services, including financial planning and access to third-party asset management, employing various portfolio strategies supported by proprietary research and technology.

Craig Krouth is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2020, he worked for Lake Superior State University for ten years. Outside of his advisory role, he serves as a hockey official for the Western Collegiate Hockey Association, a soccer official for the Michigan High School Athletic Association, and is the chairperson of the Sault Ste Marie Tax Increment Financing Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets, supported by a large nationwide network of financial advisors and branch offices.

David Weber is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He is based in Sault Ste Marie, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Weber serves on the board of Hospice of Chippewa County, participates in the finance committee at St. Joseph's Church, and is involved with Northern Transitions Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide, offering a range of advisory programs and investment solutions.

Peyton Blakely is a Series 65-licensed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to his current role, he served 15 years as a firefighter and paramedic with the City of Sault Sainte Marie Fire Department. He is also the owner of a local tree work business and serves as a board member for Habitat for Humanity in Sault Sainte Marie. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment solutions through proprietary models and third-party managers, with both discretionary and non-discretionary options across multiple platform arrangements.