Kim Wooden is a financial advisor at Harbour Investments, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Harbour Investments since 2016, following prior roles at Compass Financial Advisors and Securities America Inc. Outside of advising, Wooden is an adjunct professor at Indiana University South Bend, where he teaches macro and microeconomics, and serves on the university’s Senate Executive Committee. Harbour Investments provides investment advisory and financial planning services to individual, charitable, corporate, and retirement plan clients. The firm uses a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Securities and Kovack Advisors since 2011. Outside of her advisory role, she operates Middleton Financial, a DBA focused on managing investments. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and utilizes third-party managers and model portfolios to meet client objectives.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at KeyBank N.A., TIAA-CREF, and LPL Financial. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers, with oversight committees reviewing program suitability.

Joshua Crouch is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities since 2019, following roles at Edward Jones and Fifth Third Bank. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Nathan Rock is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at The Huntington Investment Company since 2021 and has held roles at TCF National Bank, Cetera Investment Services, Principal Securities, and Northwestern Mutual. Outside of finance, he worked at Domino’s Pizza for ten years and was affiliated with Hope College for four years. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individual, charitable, corporate, and retirement clients through advisory and wrap-fee programs. The firm uses an open-architecture, model-driven platform combining third-party and proprietary models, and offers specialized services including tax management and impact/ESG overlays.

John Seculoff is a financial advisor with Edward Jones in Dowagiac, Michigan, holding a Series 66 designation and 14 years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, Seculoff serves as an assistant soccer coach at Highland School and holds multiple community positions, including board memberships with the Cass County Council on Aging, the Beckwith Theatre, and the Rotary Club of Dowagiac, where he is also Vice President. He has been chairman of the Lee Memorial Foundation since 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of advisors and branch offices.

Kim Mac Gregor is a financial advisor with Edward Jones in Dowagiac, MI, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2010. Mac Gregor is a founding board member of 100+ Women Who Care in Dowagiac, MI, an organization that directs charitable donations within the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains an extensive network of financial advisors and branch offices across the country.

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Brian Mac Gregor is a financial advisor at Edward Jones in Dowagiac, MI, holding a Series 66 designation. He has prior experience at McLane, Martin Brower, and Walmart. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Brad Woods is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2017 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and CUSO Financial Services. Outside of his advisory work, Woods is president of Woods Financial Services LLC, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.

Rebecca Brown is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2004. She has 22 years of experience in the financial industry and is based in Niles, MI. 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 and provides a range of investment strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Madeline Beck is a financial advisor at Edward Jones in Niles, MI, holding a Series 66 designation with four years of experience in the financial and business sectors. Her prior work experience includes roles at HUB International and various positions in education and real estate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Timothy Barlow is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and 16 years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved as a solar sales representative. 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 range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Stockton Schultz is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 14 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is a partner involved in aircraft operations through Aerobat Ventures LLC and participates in marketing services with Schultz Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brian Van Duyn is a financial advisor with LPL Financial based in Dowagiac, Michigan. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Prior to joining LPL Financial in 2015, he worked at 1st Source Bank, where he continues to be involved. 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 broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Laura Troyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. LPL Financial offers advisory and brokerage services to a diverse client base that includes individual investors, retirement plan sponsors, financial institutions, charities, and high-net-worth households. The firm provides a range of investment solutions supported by in-house research and flexible portfolio management options.

Samuel Hanau is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 credential and has been with Edward Jones since 2017. Outside of his advisory role, he is the owner and coach at Michigan West Wrestling Club, LLC, and serves as an assistant middle school wrestling coach for Lakeshore Public Schools, as well as a director for Michigan USA Wrestling. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.