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.

Kevin Nichols is an advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 credentials. He has 36 years of industry experience, including roles at Securities America Advisors, Inc. and Securities America, Inc. since 1995, as well as ownership of Nichols Financial Group since 1986. Outside of his advisory work, Nichols is involved in fixed annuities and life insurance sales through Nichols Financial Group. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s network of independent adviser representatives delivers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, and fixed income, with additional offerings including third-party manager programs and financial planning.

Jeremy Whitmore is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history including service in the United States Army for 20 years and roles at Central Michigan University and Lowe's Home Improvement. Outside of advisory work, he owns and operates Salty Chief Farm, a business involved in cattle and agricultural sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance, and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

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 and holds a Series 66 designation. He has two years of industry experience, including prior roles at Apex Marine, Inc. and Baptist Children's Home. He is also involved with DLP Financial Partners, LLC, a business related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

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 provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house Research team and combines large-scale advisory operations with a range of non-advisory products.

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.

Benjamin Bontrager is a financial advisor at Edward Jones in Alma, Michigan, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lux Wealth Planning, Washington Avenue Advisors, and Rehmann. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating nationwide through a large network of financial advisors and branch offices.

John Pobanz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Patrick Duffy is a CFP®-designated financial advisor with Edward Jones in Alma, MI, holding 22 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Lemmermann is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he is an independent insurance agent and serves on the finance committee of Peace Lutheran Church. OSAIC is a large investment advisory and brokerage firm serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment options, utilizing risk-tolerance assessments and sophisticated portfolio management tools.

Bradly Mott is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Miller Auto Sales. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Douglas Hoard is a financial advisor with Equitable Advisors in Alma, MI, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as Vice President at Roslund Prestage & Company, where he has worked since 1983. Outside of his advisory role, Hoard is active in nonprofit and charitable organizations, including serving as Treasurer of the Alma St. Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Lewis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Raymond James & Associates and RouteOne LLC before joining LPL Financial in 2021. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with complementary non-advisory products.

Daniel De Jong is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. Outside of his advisory role, he is a 50% partner in an LLC involved in renovating a building for new office space. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

Caden Kipp is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has previously worked in roles at Smith Lawnscapes, Alma Bolt Company, Menards, and Sprint Wireless. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation and based in Alma, Michigan. He joined LPL Financial in 2025 after seven years at Alma College and four years at Michigan State University. Outside of his advisory role, he is a business owner of Alma Glengravel LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Jared Merchant is a CFP® with 23 years of experience in financial services. He is currently with OSAIC and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as a trustee on the Ithaca Public Schools Board of Education and is a board member of the Graiot Integrated Health Network. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and utilizes a technology-driven investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Lisa Phelps is a financial advisor with MWA Financial Services Inc. in Mount Pleasant, MI, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to her advisory role, she spent ten years with the Mt. Pleasant Discovery Museum. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.