Alex White is a CFP® with seven years of experience in the financial industry, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to joining Miller Financial Services, he worked briefly at Zhang Financial LLC and The Cove Lakeside Bistro. He holds a Series 65 license and is also licensed in insurance. Miller Financial Services LLC manages approximately $462.9 million in assets for about 574 clients, including individual, high-net-worth, and institutional retirement plan participants. The firm employs both fundamental and technical analysis in its discretionary portfolio management and provides fiduciary services to state and municipal pension clients.

Joseph Miller is a financial advisor at Miller Financial Services LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as an uncompensated trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the Homer, Michigan community. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients and serves state and local government pension plans, employing a combination of fundamental and technical analysis across various investment vehicles.

Todd Candelaria is a financial advisor at Wealth Ease Wealth Management LLC with a Series 65 designation. He has experience in accounting and tax services as the owner of a CPA firm and has held roles at several firms including Plante Moran and Michael F McLain CPA. Todd has been with Wealth Ease Wealth Management since 2026. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm employs a variety of investment strategies and coordinates estate-planning and income-tax planning services through unaffiliated professionals and a licensed third-party platform.

Isaac Lubbers is a financial advisor at Miller Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at Michigan State University, Supreme Shine Auto Detailing, and Sunnybrook Golf Course. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients, including state and municipal pension plans, and employs a combined fundamental and technical investment approach.

Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.

Levi Conner is a ChFC® affiliated with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream Financial since 2024 and has prior experience at Charles Schwab and Spring Arbor University. Outside of his advisory role, Levi serves as an assistant coach for the track and field team at Spring Arbor University, focusing on short sprints and javelin. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, and trustee services.

Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.

Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.

Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.

William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.

Chase Mc Gill is a financial advisor at B. Riley Wealth Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Management since 2017. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with around 274 advisors. The firm provides a range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Gary Therrian is a financial advisor with The Huntington Investment Company, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. His prior roles include positions at TCF National Bank, Cetera Investment Advisors LLC, Infinex Investments, Flagstar Bank, Fifth Third Securities, and Essex National Securities. Outside of his advisory work, he has been a high school sports referee for football, basketball, and lacrosse since 1981. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform combining third-party and proprietary models, offering specialized program options and overlay services while leveraging its affiliation with a regional bank holding company and private bank.

Robert Hurd is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. He previously worked at Royal Alliance Associates, Signator Investors, and John Hancock. He serves on the board of the Christian Business Roundtable, an organization focused on integrating biblical values into business practices. OSAIC is an SEC-registered investment adviser and FINRA broker-dealer supporting a large network of advisors who serve a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers access to various investment vehicles and custodial platforms.

Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. 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 programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Jacob Vanator is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has a background that includes work at Vanators & Associates CPA and various roles within Central Michigan University. Vanator serves as a board member for the Rotary of Eaton Rapids and is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a variety of investment strategies.

Kenneth Morgensai is a CFP® professional at Edward Jones with three years of industry experience. His prior roles include positions at MC Kostrzewa & Co PC, Lifeworks Advisors LLC, and Mercantile Bank of Michigan. He has also worked in educational and community settings, including Central Michigan University and the City of Marshall Recreation Department. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. 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 under management and offers advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Abram Soper is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Valmark Securities, Inc. and Strategies Wealth Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branches, as well as its broad capabilities beyond advisory services.

Steven Reule is a Series 66-licensed financial advisor with Edward Jones in Parma, MI, with 17 years of industry experience. He has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Brandy Eggleston is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 22 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory work, she owns and operates Presidential Coatings LLC, an industrial services business in Marshall, Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Jason Rapelje is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2002. 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 network of more than 23,700 financial advisors nationwide.

Raymond Saari is a CFP® professional with 24 years of industry experience, currently affiliated with LPL Financial. He has worked at LPL Financial since 2024 and previously spent 14 years with Osaic Institutions and 16 years with Homestead Bank. Outside of his advisory role, he is the owner of Wohlstand Financial Group, LLC. 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 financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Jennifer Hurd Begg is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with OSAIC and has previously worked at Royal Alliance Associates, INC., Sii, and her own firm, JHFN/VPFG/Hurd. Begg is also active in her community as a volunteer and ambassador for the Marshall Chamber, where she supports local business activities and events. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments and advanced portfolio management tools to deliver a range of investment and wealth management solutions.