Erica Momany is a financial advisor at Koehler Financial Services, Inc. in Stevensville, Michigan, with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Koehler Financial Services since 1995. Outside of her advisory role, she serves as a Girl Scout leader for the Girl Scouts of Northern Indiana Michiana and coaches for Beachbody, a fitness and nutrition company. Koehler Financial Services provides discretionary portfolio management, asset-allocation advice, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm manages approximately $36.35 million in client assets using a combination of investment methods and offers model portfolios ranging from ultra-conservative to total-return allocations.

Stephen Peterson is a financial advisor at Personal Financial Advice & Insights, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2016. Prior to that, he was involved in product design and consumer insights for two years. Personal Financial Advice & Insights, LLC offers fixed-fee financial planning services to individuals and high-net-worth households through a modular approach covering areas such as retirement planning, income tax strategy, elder care management, and small-business 401(k) plan analysis. The firm emphasizes client education and implementation support without managing client assets or using percentage-based fees.

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

Lucas Brown is a CFP® with 25 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. He has worked with True Blue Financial since 2009 and has been affiliated with LPL Financial since 2008. Outside of his advisory role, Brown is an adjunct professor at Cornerstone University and owns a small family-operated grain and grape farm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical analysis, and often implements third-party model portfolios and LPL-sponsored programs.

Nicole Coar is a financial advisor at True Blue Financial, LLC in Stevensville, Michigan, holding CFP® and Series 66 credentials with 12 years of industry experience. She has been with True Blue Financial since 2020 and previously worked at LPL Financial LLC from 2014. Coar is also a registered notary public in Michigan, providing notary services to clients without charge. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs a tailored, risk-based approach and utilizes third-party model portfolios and LPL-sponsored programs, supported by an in-house tax preparation business and insurance services.

Richard Martin III is a financial advisor at True Blue Financial, LLC with five years of industry experience. He holds a Series 66 designation and has worked at True Blue Financial since 2017, with prior experience at Crowe Horwath, LLP. In addition to his advisory role, Martin is a licensed notary and is involved in tax preparation and planning through True Blue Tax, a certified public accounting business. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a tailored, risk-based approach that includes third-party model portfolios and LPL-sponsored programs.

John Gannon is a CFA® charterholder with 18 years of industry experience. He is currently with WealthCare Financial Group, Inc., where he has worked since 2025. His prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, JP Morgan Chase Bank, Merrill Lynch, and Avatar Securities. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” philosophy with diversified, customized portfolios and provides retirement planning, portfolio management, and pension consulting through a six-advisor team managing approximately $28.2 million.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

Derek Middleton is a financial advisor with Kovack Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience and has been with Kovack Advisors and Kovack Securities since 2011. Outside of his advisory role, he operates Middleton Financial, a financial planning and investment advice business. Kovack Advisors is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and pension plans. The firm emphasizes diversified asset-class exposure primarily through mutual funds and ETFs, and offers services such as discretionary asset management, third-party manager recommendations, and account aggregation via Pontera.

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Client One Securities since 2014. Outside of his advisory role, Robinson serves as co-executor of his parents' estate and co-trustee of a special needs trust. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios and third-party advisers.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 credential and bringing 20 years of industry experience. He has worked with StoneX Securities Inc. and StoneX Advisors Inc. since 2019. Outside of his advisory role, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution company, and serves as a high school boys golf coach. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies through advisor-managed portfolios, proprietary models, and third-party managers, supported by integrated platforms and a broad network of advisors.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Duane Janka is a CFP®-credentialed financial advisor at Harbour Investments, Inc. with 31 years of industry experience. He has worked at Harbour since 2021 and has been affiliated with LPL Financial, LLC since 2009. Outside of his advisory role, he owns and operates Janka Financial Group, an independent insurance agency. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies using a variety of instruments 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.

Gabriel Macias is a financial advisor with Lincoln Investment in Stevensville, MI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisor role, he has experience assisting with tax preparation and administrative support for another investment advisor representative. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and investment management services that combine advisor consultation with programmatic strategies.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Courtenay Lavigne is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2014. In addition to her advisory role, she is involved with Something From Nothing LLC, a business focused on marketing a step attachment product for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing ties to TIAA-administered employer retirement plans. The firm provides a range of services including model portfolio management and customized portfolios under a fiduciary standard.

Alan Gort is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent nine years at Legend Equities Corporation. Outside of his advisory role, Gort is involved in tax preparation and financial planning through Executive Tax & Financial Services and owns a beach house rental business in Port Aransas, Texas. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning, custom and model portfolios, and access to third-party managers with both discretionary and non-discretionary account services.

Victoria Gort is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation for nine years. In addition to her advisory role, Victoria operates Executive Tax & Financial Services, where she provides tax preparation, estate planning, and succession planning services. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets across a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering financial planning, custom and model portfolios, third-party manager access, ERISA retirement plan advice, and brokerage and insurance products.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Michael Kinney is a Series 66 licensed advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Wall is a financial advisor at Edward Jones in Bridgman, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and maintains several residential rental properties in Crystal Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Kristine Van Der Kamp is a Series 66 credentialed financial advisor with Edward Jones in Stevensville, MI, holding eight years of industry experience. She has been with Edward Jones since 2009, working continuously in various capacities within the firm. 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 wide range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices nationwide.

Brian Lee is a CFP® and holds the Series 66 designation, with 10 years of industry experience. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he volunteers as a youth hockey coach and camp instructor in his local community. Ameriprise is an institutional firm serving clients with retirement-income planning services, particularly individuals with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to develop personalized, written recommendation reports in collaboration with financial advisors.

Michael Anderson is a CFP® and holds a Series 66 license. He has nine years of industry experience and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was not employed for one year. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Taylor Bongiovanni is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously with Fidelity Brokerage Services, United Technologies Aerospace Systems, and several wealth management and financial planning firms. He is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various asset classes and delegate day-to-day management to sub-advisers.

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.

Ashley Stump is a financial advisor at Stifel with six years of industry experience. She has been with Stifel, Nicolaus & Co., Inc. since 2017 and previously worked at Shinola from 2014 to 2017. She holds a Series 66 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Frank Martin is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. His prior experience includes roles at Bank of America and Merrill Lynch, spanning nearly two decades. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Herbert Scheffler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Michigan Financial since 2020 and previously spent six years with LPL Financial, LLC. Outside of his advisory roles, Scheffler has coached middle school basketball. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charities. The firm combines risk-tolerance assessments with asset allocation and portfolio optimization tools, offering a range of investment options and programs through a large network of advisors.

Craig Herrington is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2012. Outside of his advisory role, he is involved as managing partner of a private plane ownership group and owns a real estate business. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.