ADVISOR BIO

Alexander Butterfield is a financial professional with over 35 years of experience in the financial services industry. Alexander currently works at Cetera Investment Advisers LLC in Jackson, MI and is registered with the state of Michigan and Texas as an Investment Advisor Representative. Alexander has been active in the financial services industry since 1987 and previously worked for Summit Brokerage Services, Inc. and CV Brokerage, Inc. Alexander holds several industry certifications, including Series 7, 24, 27, 63, 66, 99TO and SIE. Alexander's professional experience and certifications demonstrate a commitment to providing clients with comprehensive financial planning and investment management services.

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ADVISOR BIO

Andrew Fries has been in the financial services industry since October 1989. Andrew is currently registered with Ameriprise Financial Services, LLC. Andrew has a background in providing financial services to individuals, families, trusts, estates, charitable organizations, insurance companies, pension and profit-sharing plans, and corporations or other businesses. Andrew is a Registered Representative (Series 66, 63) and a Principal (Series 53, 4, 24) and holds the SIE designation. Andrew also has experience as a General Securities Representative (Series 7), a Municipal Securities Representative (Series 52TO), a National Commodity Futures Representative (Series 3), and has held registrations in 18 states and is active in Michigan as a registered investment advisor.

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ADVISOR BIO

Angela Walton has been a registered representative in the financial industry since February 27, 2001. She is currently registered with Raymond James & Associates, Inc. and has been with the firm since October 2010. Prior to that, Angela worked at EDWARD JONES for almost 10 years. Angela is licensed in 26 states and holds the Series 63, Series 66, and Series 7 licenses. She is also a licensed investment advisor representative (IAR). Angela has experience providing financial planning services, portfolio management for individuals and businesses, and educational seminars.

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ADVISOR BIO

Anthony Mogle is a financial advisor with Next Financial Group, Inc. Anthony has been in the financial industry since March 22, 1990. Anthony has been a registered representative with Next Financial Group, Inc. since January 13, 2025. Anthony has also worked with THE INVESTMENT CENTER, INC., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Prudential Securities Incorporated. Anthony's experience includes working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Bradley W. Goldsmith is an investment advisor representative with Avantax Advisory Services. Bradley has been in the industry since 2015 and is licensed to provide investment advice in Arizona, Arkansas, Florida, Illinois, Michigan and Washington. Bradley has passed the Series 63, Series 65, Series 7 and SIE exams. Bradley is also a tax preparer and accountant. Goldsmith & Associates is a business that Bradley owns.

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ADVISOR BIO

Brennan Michael Clark is an investment advisor representative at Raymond James Financial Services Advisors, Inc. located in Jackson, MI. Brennan Clark has been in the industry since 2009 and has worked at Royal Alliance Associates, Inc. and Raymond James Financial Services Advisors, Inc.. Brennan Clark has a Series 66, Series 7, and SIE licenses, and is a Certified Financial Planner. Brennan Clark is registered to provide investment advice in 15 states.

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ADVISOR BIO

Brian Alan Smith is a financial advisor with over 22 years of experience in the financial services industry. Brian has a wide range of experience, including working with individual investors, retirement plans, and charitable organizations. He is also a registered representative of SPC. Brian is committed to helping his clients achieve their financial goals through personalized financial planning and investment management services. He is licensed to conduct business in several states.

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ADVISOR BIO

Candace Hackborn is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Jackson, MI. Candace has been working in the financial services industry since 1995. Candace has a wide range of experience, including working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Candace is also a Certified Financial Planner.

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ADVISOR BIO

Charles Richmond is a financial professional with over 50 years of experience in the industry. Charles is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management, and serves clients in Colorado, Florida, Michigan, Ohio, and Texas. Charles specializes in providing financial planning, portfolio management, and consulting services to individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Charles held positions at Sigma Financial Corporation, Financial Network Investment Corporation, Washington Square Securities, Inc., Buys-MacGregor, MacNaughton-Greenawalt & Co., and Buys, Mac Gregor and Company.

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ADVISOR BIO

Christopher Langley is a financial advisor with Edward Jones, a leading provider of financial services. Christopher has been in the industry since 2011 and is registered in several states, including Michigan, Florida, and Texas. Christopher specializes in working with individuals, families, and small businesses to develop and implement financial plans. Christopher is committed to helping clients reach their financial goals and providing them with the personalized guidance they need.

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