Michael Dreyer is a financial advisor with Stonepath Wealth Management in Sandusky, MI, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Securities America, and his own CPA firm, Dreyer & Dreyer CPAs LLC. He is also an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management and financial planning. The firm uses a customized, fiduciary-driven investment approach that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term perspective while actively managing accounts.

Zachary Lucas is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has previously worked at OSAIC and Savage & Assoc Inc. He is also involved in non-variable insurance activities related to investment services. LPL Financial offers a wide range of advisory and brokerage services to individual investors, retirement plan sponsors, institutions, and high-net-worth households, supported by an in-house research team and diverse investment solutions.

David Hanson is a financial advisor with Ameriprise in Sandusky, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2020, he worked for seven years at Ubly Heights Golf & Country Club. He is also involved with WJL Enterprises in a financial planning assistant role. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

William Siegert is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2013. Siegert operates a DBA, America Group Retirement Strategy Centers, reflecting additional business activity outside his primary advisory role. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that designs diversified and alternative investment strategies.

Scott Long is a financial advisor at Ameriprise with 24 years of industry experience. He holds the PFS™ and Series 66 designations and has been with Ameriprise and its affiliates since 2010. Outside of his advisory role, he owns and manages a tax preparation firm, a travel agency, and is involved in commercial office rental ventures. He also serves on the Board of Directors for the Deckerville Education Foundation and is Vice President of START Corporation. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. The firm serves a broad client base with a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.