Kevin David Nichols

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors and Securities America Inc. since 2014. In addition to his advisory work, Nagy is a salaried resident producer and agent for Nichols Financial Group Inc., focusing on fixed annuity and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, equities, fixed income, and may incorporate options hedges or third-party money managers to align with client objectives and risk tolerance.

Scott Showers is a financial advisor with J.W. Cole Advisors, Inc. in Ithaca, Michigan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2018 and previously spent ten years at ProEquities, Inc. Outside of his advisory role, Showers is involved in financial planning through Newton Showers Wealth Management, LLC, partners with 168 Wealth Strategists, sells Medicare Supplemental policies, and is an author. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Samuel Beals is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Apex Marine, Inc and the Baptist Children's Home. He is also involved with DLP Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lori Neeb is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is the president and owner of LORMAR Investments, LLC, a commercial real estate business in Weidman, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Stephen De Jong is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and DLP Financial Partners since 2021 and previously held roles at Alma Bolt Company and Gratiot Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Todd Bennett is a financial advisor with Edward Jones in Alma, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he maintains a small-scale property business involving occasional sales of trees and firewood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.