Ronald Jaster is the principal of Faithful Steward Wealth Management, Inc., an independent firm based in New Lothrup, MI. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role, he serves as the treasurer for Maple Grove Township in Saginaw, MI. Faithful Steward Wealth Management serves individual investors and charitable clients with portfolio management, retirement account oversight, and recommendations of third-party investment advisers. The firm offers multiple investment platforms, including actively managed equity and options strategies, mutual fund/ETF portfolios, and a faith-based mutual fund option, utilizing both fundamental and technical analysis.

Edward Degalan Jr. is a financial advisor with MMI Asset Management Services, LLC, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has been with MMI Asset Management Services since 2015 and has been associated with MMI Financial Group, Inc. since 1989. Outside of advisory services, he is a 50% partner in MMI Financial Group, where he works as an independent insurance agent involved in the sale of fixed insurance products and group health insurance. MMI Asset Management Services provides financial consulting and investment advisory services to individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm customizes advice for each client and primarily outsources asset management to third-party managers, offering financial planning through hourly or fixed-fee arrangements and focusing on non-discretionary management.

Robert Zalokar is a CFP® professional with 15 years of experience, operating as the sole advisor at LIFEGOALS FINANCIAL GROUP since 2004. He holds Series 63 and Series 65 licenses and is based in Owosso, MI. LIFEGOALS FINANCIAL GROUP provides investment management and comprehensive financial planning primarily for individual clients, family trusts, and small business owners. The firm uses a client questionnaire and risk-tolerance assessment to tailor asset allocations, employing a strategic buy-hold-rebalance approach with tax-aware practices, and combines financial planning with tax expertise.

Nicholas Thiede is a financial advisor at Sovereign Financial Group, Inc. with eight years of industry experience. He holds a Series 65 designation and previously worked at CG Financial and Sandler and Travis Trade Advisory Services. Sovereign Financial Group serves individuals, trusts, estates, charitable organizations, businesses, retirement plans, and a registered investment company, offering portfolio management, financial planning, retirement plan advisory, and cash-management solutions. The firm typically constructs portfolios with low-cost, diversified mutual funds and ETFs, incorporating individual securities and independent managers as appropriate, emphasizing long-term strategies with tactical adjustments.

Amy Cooper is a financial advisor with M Holdings Securities, Inc. in Corunna, MI, holding a Series 63 designation and 18 years of industry experience. She has been associated with Heirmark since 2009, where she serves as Director of Case Design and Client Service, managing client insurance reviews and life insurance case design. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

Sailey Sey is a financial advisor at The Huntington Investment Company with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, and JPMorgan Securities. Sailey is based in Owosso, MI. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm uses an open-architecture, model-driven platform combining third-party and proprietary investment models and offers specialized program options alongside brokerage, custody, and clearing services.

Ian Lucas is a financial advisor with Wells Fargo Clearing in Oxford, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2021, he worked at Anchored Business Solutions, Alvarez Cultivation, First American Title Co., RE/MAX Suburban, and Helm & Associates. He serves as vice president of the Indian Lake Improvement Association Inc. HOA, where he oversees committees. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Suzzanne Cross is a financial advisor with Fifth Third Securities, Inc. in Owosso, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1980. Outside of her advisory role, she volunteers at Memorial Healthcare Auxiliary Hospital and serves as Vice President of Curwood Festival, Inc., a local nonprofit organization. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutions. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and access to specialized portfolio management and tax-overlay services.

Thomas Dillon is a financial advisor at Fifth Third Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Securities and Fifth Third Bank since 2016. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and an optional tax-overlay service, leveraging its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Alexander Dobbs is a financial advisor with Citizens Securities, Inc. in Novi, MI. He holds Series 63 and Series 65 licenses and has five years of industry experience. Before joining Citizens Securities in 2022, he held positions at Pruco Securities LLC and Thrivent Financial and its affiliated entities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring both a digital advisory platform and a Managed Account program.

Candice Skinner is a financial advisor at Principal Financial Services with four years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her career includes roles at Principal Life Insurance Company, CWM, LLC, and Equanimity Wealth Management. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.

Bruce Dolliver is a financial advisor with Fifth Third Securities, Inc. in Owosso, Michigan. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities in 2023, he worked at Fifth Third Bank since 2020 and has experience in retail and outdoor industries. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed strategies, supported by a platform that includes direct indexing and tax-overlay services.

Thomas Baker is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Lincoln Investment since 2010 and has concurrently been affiliated with Great American Advisors, Inc. and operated his own insurance agency since 1993. Outside of advisory services, he is involved in fixed life and annuity sales through his role as a life and health insurance agent and as an independent insurance agent with Baker Insurance Agency of Lennon, Inc. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets, serving a broad client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers a combination of advisor-managed and programmatic portfolio management, access to third-party managers, and a range of financial planning and insurance products.

Paul Schluckebier is a CFP® professional with 41 years of industry experience, currently with Stifel since 2020. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the investment committee for the Jewell Education Fund and holds board positions with the Memorial Healthcare Development Board, where he is also secretary, and the Owosso Charter Township Industrial Park West Corporation. Stifel serves a broad range of clients—including individuals, institutional investors, and municipal entities—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Christine Mueller is a financial advisor at Stifel with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Mueller has been with Stifel since 2020. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Andrew Reger is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent 22 years with Chesaning Union Schools. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Heidi O'dea is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James since 2012. Outside of her advisory role, she serves as a board member and finance committee member for the YMCA in Owosso, Michigan. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Michelle Campbell is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Wealth Strategies Financial Group, Minnesota Life Insurance Co, Securian Financial Group, and VALIC Financial Advisors. She serves on the boards of Den Defenders Youth Football and the Lake Victoria Property Owners Association, and is a director for the Wrestlers in Business Network, a nonprofit supporting career and business development through wrestling. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Kelly Morrison is a Series 66-licensed financial advisor with eight years of industry experience, currently with Stifel Nicolaus & Co Inc since 2020. Prior to joining Stifel, Morrison worked at Wells Fargo Clearing and Capital Group. Outside of work, Morrison serves on several local boards in Owosso, MI, including the Memorial Healthcare Foundation, the Owosso High School CTE Advisory Board, and the Rotary Club of Owosso. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Colin Mccallum is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and previously worked at Corebridge Financial (VALIC), R&L Global, and Coyote Logistics. 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 provides a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Karin Hawkins is a financial advisor at Fidelity with 16 years of industry experience. She holds the Series 66 designation and has worked previously at Fifth Third Securities, Morgan Stanley, and Wells Fargo Advisors. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses proprietary research combined with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

David Hood is a financial advisor with STIFEL in Owosso, MI, holding a Series 66 designation and 21 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as president of Oak Hill Cemetery, overseeing its operations. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support client asset allocation and planning decisions.

Cara Keay is a Series 66-licensed financial advisor with Edward Jones in Owosso, MI, and has 18 years of industry experience. She has been with Edward Jones since 2007. 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 under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Minarik is a CFP® with 21 years of industry experience and has been with Edward Jones since 2004. He is based in Owosso, MI. Outside of his advisory role, he is involved with Minarik Properties LLC, a rental property business. 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 range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Audrey Salander is a financial advisor with Edward Jones in Owosso, MI, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of about 23,701 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Rory Keay is a Series 66 licensed financial advisor with Edward Jones in Owosso, MI, where he has worked since 2008. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Amardeep Grewal is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and Investors Capital Corporation. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

David Hood is a Series 66 licensed financial advisor with Stifel in Owosso, MI, and has five years of industry experience. Prior to joining Stifel Nicolaus & Co Inc in 2020, he worked at Wells Fargo Clearing and Serra Traverse City. Outside of his advisory role, Hood serves as a volunteer firefighter and holds several nonprofit board positions, including vice president of the Shiawassee Goodfellows and director of the Friends of the Shiawassee River. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and model allocations developed by its Investment Strategy Group.

Benjamin Burgoyne is a financial advisor at Stifel in Owosso, MI, holding a Series 66 designation with one year of industry experience. Outside of his advisory role, he works as a Public Safety Officer at Sandy Pines Recreational Community, a seasonal campground serving families and retirees. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and planning methodologies.

Austin Wendling is a financial advisor with Edward Jones in New Lothrop, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Hantz Financial Services and held roles in various other industries including regional medical imaging and painting services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Hank Sizemore is a financial advisor at Raymond James & Associates with two years of industry experience. He holds the Series 66 designation and previously worked with the Detroit Pistons and Fowlerville High School. Outside of his advisory role, he is the CEO of Spanky Supply, a small business engaged in direct-to-consumer sales through social media. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporations, and government entities. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients through various advisory programs.

Tamara Richison is a financial advisor with Raymond James & Associates in Owosso, MI, holding Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Fifth Third Securities, Fifth Third Bank, Assurance IQ, and Farm Bureau Insurance. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining retail advisory offerings with municipal and public-financing capabilities.

Evan Baker is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has worked at LPL Financial since 2021 and is also involved with Mowinski Financial and Mo Mortgage Group, which provide investment and mortgage-related services. Prior to his advisory career, he held various positions including roles in education and retail. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and offers strategic and tactical investment options.

Kenneth Williams is a financial advisor with Ameriprise in Perry, MI, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Firstmerit Bank, and LPL Financial. Outside of his advisory work, he co-manages an auto speedway in Michigan. Ameriprise offers retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets, combining research and modeling with tax-efficient strategies through a centralized consulting team. The firm provides a broad array of advisory, brokerage, and insurance solutions typical of large institutional firms.