Vincent Vantassel is a financial advisor at United Advisors America with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alliance America Corporation and United Advisors America Corporation since 2009. Outside of his advisory role, he is an insurance agent for Alliance America Corporation, a life and health insurance agency in Florida. United Advisors America provides investment management services primarily to individuals near retirement and to pension and profit-sharing plans. The firm employs a Modern Portfolio Theory-based approach using customized asset allocations and model portfolios, with a focus on mutual funds, ETFs, and occasionally digital currency products.

Chad Keim is a financial advisor with Kestra Advisory, 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 Linsco/Private Ledger Corp. Keim serves as treasurer and board member of Branch County Bloom, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other large institutional investors.

Ashley King is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. King also maintains a notary role outside of her advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve a broad range of investors, including large institutional clients.

Matthew Bolton is a financial advisor with Raymond James Financial, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James and co-founding Highland Financial Group. Bolton is also involved in managing rental real estate investments through ownership positions in related entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset allocation analysis and firm research to develop tailored recommendations while maintaining client decision authority.

Marcus Little is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. His prior experience includes roles at Sturgis Bank & Trust and Linsco / Private Ledger Corp. He is also involved in non-variable insurance sales and serves as President and Director of Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Charles Maher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. 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 accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Jill Walsh is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for six years and Cardinal Health for eight years. Walsh is co-founder and owner of Highland Financial Group, where she works as an independent contractor providing financial planning and wealth management services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, pension plans, and institutional clients. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Sandra De Vito is a CFP®-certified financial advisor with Edward Jones, where she has worked since 2018. She has seven years of industry experience and previously worked nine years at The Gagie School. Outside of financial advising, she co-owns Nick's Barber Shop in Vicksburg, Michigan, a business she manages jointly with her husband. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm manages over $1 trillion in assets, offering a variety of investment strategies and affiliated financial services through a nationwide network of advisors and branch offices.

Sharlee Zalewski is a CFP®-designated financial advisor with 15 years of industry experience. She has worked at Edward Jones since 2018 and previously spent five years with PNC Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 advisors.

Jordan Booko is a financial advisor with Ameriprise in Three Rivers, MI, holding a Series 66 designation and nine years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2003. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis with algorithmic tools to generate tailored retirement recommendations, primarily managing assets within Ameriprise accounts.

Natalie Boland is a financial advisor with Raymond James Financial in Sturgis, MI, holding a Series 66 credential and six years of industry experience. She has worked at Sturgis Bank & Trust Co. and Raymond James Financial Services since 2018 and previously was employed with St. Joseph County ISD. Outside of her advisory role, she assists with client services at Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.

Brian Oswald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Sturgis Bank & Trust and LPL, and serves as a director and vice president of Oakleaf Financial Services. Oswald is also a finance and investment committee member for Locust Grove Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and institutional clients, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory services supported by a broad affiliate network.

Anita Ritter is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. 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 delivers services through a large network of investment adviser representatives.

Jeffery Jennings is a financial advisor at Cetera with a Series 65 credential and no prior industry experience before joining the firm in 2025. He is also the owner of Jennings Accounting Solutions LLC, an accounting firm specializing in tax preparation, payroll, bookkeeping, and tax planning. Jennings previously served as president of Support for Hope, a now inactive nonprofit that aimed to assist local foster parents. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by proprietary and third-party investment solutions, along with integrated retirement and fiduciary capabilities.

Brett Cropsey is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he helps coach middle school football at Constantine Public Schools. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by firm research and external managers.

Kyle Dury is a financial advisor at Edward Jones with 25 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Bank of America and Merrill from 2010 to 2019. Outside of his advisory work, he plays bass in the band Phins Up in Sturgis, Michigan. 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 offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelly Bibb is a financial advisor with Edward Jones in Sturgis, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. 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 programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

David Booko is a financial advisor with Ameriprise in Cocoa Beach, FL, holding the ChFC® designation and Series 63 license. He has 37 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Ameriprise offers specialized retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide detailed, non-discretionary recommendations through a centralized consulting team, emphasizing asset management within Ameriprise accounts.

Jared Dishinger is a Series 66 licensed financial advisor with Edward Jones in Three Rivers, MI, where he has worked since 2019. He has six years of industry experience, including prior roles at D.L. Door Installation and Integrity Door LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing over $1 trillion in assets through a nationwide network of advisors and branch offices.

Jared Hoffmaster is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has been with Cetera since 2014 and also works with Century Bank and Trust as a relationship manager for trust accounts. Outside of his advisory role, Hoffmaster is active in his community, serving as Vice President of the River Country Sports Commission and President of the Three Rivers Area Community Foundation, where he leads fundraising and event activities. Cetera serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

David Lehman is a CFP® with six years of industry experience, currently advising at Edward Jones since 2019. Prior to his financial advisory role, he worked at Burr Oak Tool Inc for eight years. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Parks is a Series 66-licensed financial advisor with Edward Jones in Sturgis, MI. He joined Edward Jones in 2025 and has prior experience in education and agricultural support roles. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors.

Brian Ringle is a financial advisor with Edward Jones in Three Rivers, MI, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.