Vincent Albert Vantassel

Chad Keim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust, where he worked for over two decades. Keim serves as president of Keim Financial Group, LLC and holds a board treasurer position with Branch County Bloom. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment solutions, serving clients such as plan sponsors and sovereign wealth funds.

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.

Matthew Bolton is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Raymond James in 2024, Bolton spent 15 years at Edward Jones. He is co-founder and owner of Highland Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers customized, non-discretionary planning and consulting using analytical tools to align with client goals and supports these recommendations through various advisory programs and partnerships.

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.

Jill Walsh is a CFP® professional with eight years of industry experience currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for six years and Cardinal Health for eight years. Walsh is a co-founder and owner of Highland Financial Group, where she operates as an independent contractor providing financial planning and wealth management services under the Raymond James Financial Services umbrella. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor arrangement.