Nicholas Jon Vangeest

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Jacob Burt is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Oosting, Burt & Associates LLP, where he also assists with tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Kyleigh Karell is a financial advisor at Ameriprise with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments, JPMorgan Chase Bank, and The Huntington Investment Company. Outside of her advisory role, she engages in social media affiliate marketing for platforms such as TikTok, Walmart, and Amazon. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.

Phillip Harmon is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Fremont, MI. He has been with Ameriprise and its affiliated entity since 2005. Outside of his financial advisory work, he is involved in the pinball community, including operating coin-operated amusement machines and supporting the International Flipper Pinball Association to promote competitive pinball in Michigan. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging a centralized consulting team and automated processes to support its advisors.