Shannon Lynn Nagy

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Securities America, Inc. since 1995 and has operated Nichols Financial Group since 1986, where he is involved in fixed annuities and life insurance sales. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement client strategies.

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 with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Apex Marine, Inc., and Baptist Children's Home. Beals is also involved with DLP Financial Partners, LLC, a business entity related to his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

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 in Alma, Michigan. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Gratiot Community Credit Union and Alma Bolt Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides diversified investment options and operational support to its network of more than 22,800 advisors.

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.