Chad Alan Keim

Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.

Ashley King is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Kestra Investment Services, Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. Outside of her advisory role, she is also a notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Marcus Little is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. He also has a long tenure at Sturgis Bank & Trust beginning in 2000. Outside of his advisory role, he is President and director of Oakleaf Financial Services and serves as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, tailored approach using risk profiling and modeling tools and supports municipal and public finance advisory services.

Charles Maher is a financial advisor with LPL Financial in Sturgis, Michigan, holding Series 63 and Series 66 credentials and has 30 years of industry experience. He has worked at LPL Financial since 2010 and briefly at Edward Jones prior to that. In addition to his advisory role, he serves as a notary public and operates a home-based business outside of securities activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Morgan Washburn is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Kalsee Credit Union, Arbor Financial Credit Union, Western Michigan University, and Arby's Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Jordan Booko is a financial advisor with Ameriprise in Three Rivers, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to generate tailored retirement recommendations, primarily managing assets within Ameriprise accounts.