Austin Hilliker is the sole advisor at Wellspring Investing and holds a Series 65 credential. He has less than one year of industry experience, having worked previously at Bradway Enterprises, UP Engineers and Architects, and Gentex. Wellspring Investing offers discretionary portfolio management, financial planning, and pension consulting services to individuals, charitable organizations, business entities, and retirement plans. The firm uses a combination of fundamental and technical analysis, pursuing long-term trading and options strategies tailored to documented risk tolerances in each client’s Investment Policy Statement.

Gregory Seppanen is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently the sole advisor at Simplified Financial Partners and has previously worked at firms including Sage Financial Advice, Superior National Bank, Tri-star Trust Bank, and Cetera Investment Services. He serves as a board member of the Adams Township School District Foundation, where he participates in policy matters. Simplified Financial Partners serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $78 million across 89 client relationships. The firm provides discretionary, long-term portfolio management and financial planning services, utilizing investment policy statements and a combination of fundamental analysis and modern portfolio theory.

Craig Koski is a financial advisor at Copper Range Wealth Management, LLC and holds a Series 65 designation. He has been in the financial services industry since 2020, previously working at Valic Financial Advisors and earlier spending 14 years with Hess Corporation. Copper Range Wealth Management is an independent advisory firm providing portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and institutional pension or profit-sharing plans. The firm offers tailored investment programs using fundamental analysis and modern portfolio theory, and is notable for including institutional and pension consulting services within its solo-advisor practice.

John Croze is a financial advisor with APO Financial Services, LLC, holding a Series 65 designation and two years of industry experience. Prior to his advisory career, he spent 30 years with the Public Schools of Calumet. He serves as treasurer and a board member of RCL Inc., a nonprofit organization involved in charitable giving and community events. APO Financial Services, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, business entities, and retirement plans. The firm customizes portfolios using fundamental, technical, and cyclical analysis across various asset classes and serves both individual and institutional clients.

Patrick Ylitalo is a financial advisor with Valic Financial Advisors holding a Series 66 designation and four years of industry experience. His prior work includes roles at Nexteer Automotive and Somero Enterprises. He also serves as an agent appointed to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and third-party model managers supported by centralized technology.

Edward Simonsen is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2023. Outside of his advisory role, he operates two non-investment business entities, IW Solutions, LLC and Mindya LLC. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ross Rinkinen is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. He has been with Thrivent Financial for Lutherans since 2012 and Thrivent Investment Management since 2011. Outside of his advisory role, he serves as president of the Copper Country Walleye Association, vice president of the Chassell Lions Club, and is involved in refereeing and coaching hockey at the high school and college levels. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and planning without discretionary trading authority, allowing clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Kevin Bostwick is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including as a varsity baseball coach at Houghton Portage Township Schools. Outside of his advisory role, he coaches high school baseball in Hancock, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is notable for its large retail advisor network, affiliated mutual funds, and comprehensive fiduciary services.

Bradley Simonsen is a financial advisor with LPL Financial and holds a Series 66 designation. He has one year of industry experience, including roles at Insight Wealth Solutions and a prior position at Michigan Technological University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a wide network of investment adviser representatives.

John Tauren is a financial advisor at Cetera with 41 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2021, following prior roles at VOYA Financial Advisors and Pruco Securities Corporation. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Erin Thompson 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, she worked at Ameriprise for three years and has experience at KerberRose Certified Public Accountants and Michigan Technological University. 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 wide range of investment programs and leverages technology and extensive resources to support its network of over 22,800 advisors.

Jada Hamar is a Series 66-licensed financial advisor with LPL Financial, bringing two years of industry experience. Prior to joining LPL Financial, she held roles at Insight Wealth Solutions and Superior National Bank. Hamar has also worked in various capacities at Michigan Technological University and local businesses in Houghton, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, combining a large advisory network with extensive technology and non-advisory financial services.

John Nelson is a CFP® and Series 66-registered financial advisor with Edward Jones, where he has worked since 2017. He has eight years of industry experience, including three years at River Valley Bank prior to joining Edward Jones. Outside of his advisory role, he owns Greenstone Financial, an LLC created to acquire office space for relocating his branch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies, operates under a fiduciary standard, and supports its advisory services with affiliated mutual funds, a trust company, and securities-based lending options.

Anthony Schwenn is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Avant Tecno USA, Pettibone Traverse Lift, LLC, and ThermoAnalytics, Inc. Outside of his advisory role, he is involved as a virtual franchisee with The Juice Plus+ Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Travis Hanson is a financial advisor with Thrivent Investment Management in Hancock, MI, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Prior to his current role, he worked at Finlandia University for six years. He serves as president of the Houghton Hancock Lions Club and chairs the endowment committee for Gloria Dei Lutheran Church. 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 planning across various financial topics without discretionary trading authority and allows clients to integrate planning with managed-account programs under a consolidated billing option.

Anthony Fisher is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2023, he worked at Ameriprise Financial Services, Inc. for six years. Outside of his advisory role, he is a business owner of CTF Holdings, which operates laundromats in Houghton, MI. 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 solutions, including model portfolios, third-party asset management, and institutional platforms.

Heath Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Adam Gill is a financial advisor with Edward Jones in Calumet, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Superior National Bank and has experience in insurance and assisted living services. He serves on the Board of Review for Schoolcraft Township in Lake Linden, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment 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 maintains a large national network of financial advisors and branch offices.

Jeffrey Thornton is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. His prior work includes roles at Superior National Bank and Trust, Keweenaw Learning Center LLC, Copper Country Intermediate School District, and Enreach Education. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a large network of over 10,000 advisors and $256 billion in assets under management.

Christopher Riesgraf is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Riesgraf has been with Edward Jones since 2014 and previously worked at RBC Capital Markets. Outside of advising, he owns a real estate business, Greenstone Financial, LLC, based in Marquette, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment strategies and fiduciary advisory services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Shelly Larson is a financial advisor with Edward Jones, holding a Series 66 credential and 13 years of industry experience. She has been with Edward Jones since 2012. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products.

Jill Auger is a financial advisor at Edward Jones with 27 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Brent Peterson is a CFP® professional with 21 years of industry experience, currently serving at Edward Jones since 2004. He is based in Houghton, MI, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Peterson provides color commentary for Michigan Tech University hockey games on WMPL Radio and serves on advisory boards for local educational programs, including the Applied Portfolio Management Program and the Houghton Portage Township Schools Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Albrecht is a financial advisor with Ameriprise in Grosse Pointe Shores, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its predecessor firm since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Adam Rajala is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to his advisory career, he was employed at Houghton High School and Auto-Pro Glass and Tire. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.