ADVISOR BIO

Anthony Franklin Yuncker is a financial advisor with Raymond James Financial Services Advisors, Inc. Anthony has been in the financial services industry since December 2011. Anthony has a Series 7 and Series 66 license. Anthony is registered with the following states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Kentucky, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Anthony also has a professional affiliation with Isabella Bank, Isabella Investment Services, and Isabella Wealth. Anthony is the owner and operator of Skeeter's Comet LLC.

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ADVISOR BIO

Bret Thomas Cook is an investment advisor representative with Edward Jones. Bret has been in the industry since April 28, 2003, and is licensed in 13 states including Arizona, California, Florida, Georgia, Maryland, Massachusetts, Michigan, North Carolina, Oregon, Tennessee, and Wisconsin. Bret is registered with the Financial Industry Regulatory Authority (FINRA). Bret is also a registered investment advisor representative in Michigan. Bret specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Brian Atwood is a financial advisor with Independent Advisor Alliance, LLC, based in Mount Pleasant, Michigan. Brian has been working in the financial industry since 2015. Brian has a Series 7 and Series 66 license and holds a Chartered Financial Consultant designation. Brian has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Brian is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Bryan Wieferich is a financial advisor with over 20 years of experience in the industry. Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. Bryan is registered with the state of Michigan and Texas and has over 68 clients. Bryan works with Independent Advisor Alliance, LLC which is based in Charlotte, North Carolina. Independent Advisor Alliance provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Bryan has an extensive background in the financial industry and is committed to providing clients with personalized advice and guidance.

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ADVISOR BIO

David Moscardelli is an investment advisor representative for Edward Jones. David has been in the industry since 2002 and has a Series 7 and Series 63 license as well as a Series 65 license. David has experience working with individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, partnerships, investment clubs and limited liability companies, and pension and profit-sharing plans.

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ADVISOR BIO

Jena Marie Eisenberger is a financial advisor with Edward Jones in Mount Pleasant, Michigan. Jena has been in the financial services industry since June 2014 and has been registered with Edward Jones since April 2014. Jena has a Series 66, Series 7, and SIE license. Jena is registered to provide investment advice in 27 states.

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ADVISOR BIO

Mark Cashen is a financial advisor with Edward Jones, a firm with over 20,000 registered representatives across the US. Mark has been working in the industry since 2006 and is licensed to provide investment advice in over 20 states. Mark's firm offers a variety of services, including financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Thomas Rudert is a financial advisor with Equitable Advisors, LLC, based in Mount Pleasant, Michigan. Thomas has been a financial advisor for 46 years, with experience in various aspects of the industry. Thomas has achieved Series 6, 7, 22, 63, and 65 licenses and has been registered in multiple states. Thomas specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Thomas is also a part owner and officer of Advanced Benefit Design Group, a company that provides insurance services.

SPECIALIZATIONS

ADVISOR BIO

William Scheese is a financial advisor with Raymond James Financial Services Advisors, Inc. William is registered with the state of Michigan as both a broker and an investment advisor representative, and has been in the financial industry since 2021. William holds Series 66, Series 7TO and SIE licenses.

SPECIALIZATIONS