Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

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.

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.

Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.

Richard Taylor is a CFP® professional with 33 years of experience in the financial services industry. He is currently with FourStar Wealth Advisors, LLC and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using both fundamental and technical analysis, tailoring investments to clients’ risk tolerances and objectives.

Ryan Swank is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked for UPS for 20 years. He is also involved in fixed insurance sales, dedicating a portion of his time to this activity during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Dennis Asaro is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Commonwealth in 2018. Outside of his advisory role, he owns Asaro Consulting, Inc., which supports securities business operations. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Brian James is a financial advisor at PNC Wealth Management in Battle Creek, MI, with eight years of industry experience. He has held roles at several firms including CX Institutional, LPL Financial, and Personal Wealth Partners. His credentials include Series 63 and Series 66 registrations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment to guide investment in mutual funds and ETFs with annual rebalancing.

Travis Morse is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following a 13-year tenure at Raymond James & Associates. Outside of his advisory role, Morse is a member of Battle Creek AMBUCS, a nonprofit organization that raises funds to assist people with disabilities. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes portfolio management, financial planning, retirement consulting, and brokerage services.

Chris Vanderwaal is a financial advisor with Kestra Advisory in Battle Creek, MI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Kestra in various capacities since 2004 and maintains a longstanding association with Massachusetts Mutual Life Insurance Company. Vanderwaal also serves as a financial advisor and insurance producer through Worgess Agency Inc., where he meets with clients to address their investment and insurance needs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm provides services such as fiduciary consulting, plan-level investment advice, employee education, and pooled plan solutions, serving clients that include large institutional investors and sovereign wealth funds.

Daniel Faett is a CFP® professional with eight years of industry experience. He is currently an advisor at Kestra Advisory Services, LLC, having joined the firm in 2024. His prior experience includes roles at Ford Estates, LLC, Bank of America, N.A., Merrill, and Kestra Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as plan sponsors and sovereign wealth funds with approximately $79.8 billion in assets under management.

Tyler Ewen is a CFP® professional with nine years of industry experience, currently serving as a financial consultant at Kestra Advisory in Battle Creek, MI. He has worked within Kestra Advisory and affiliated entities since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Paul Townsend is a financial advisor with Janney Montgomery Scott in Lansing, MI, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets and serving over 235,000 clients. The firm offers a multi-channel investment platform featuring third-party manager strategies, model-based solutions, and in-house portfolio management, catering to individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Hunter Feraco is a financial advisor with First Command Advisory Services in Battle Creek, MI, holding a Series 66 license and six years of industry experience. His work history includes roles at multiple First Command entities since 2019 and a prior position at Cognizant Technology Solutions. He is also the owner of Feraco Holdings LLC, an S-corp related to his First Command business activities. First Command serves a diverse client base, including individual, high-net-worth, corporate, and charitable clients, through a multi-service platform offering financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by an in-house investment management team that manages model portfolios on a discretionary basis.

Michael Oursler is a financial advisor with Janney Montgomery Scott in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Raymond James & Associates for 14 years before joining Janney in 2018. Outside of his advisory role, he coaches youth baseball and serves as finance director on the board of a local baseball organization. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, corporations, charities, and institutions.

James Barber is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 66 designations and over a decade of industry experience. His prior work includes roles at Berkshire Hathaway HomeServices and Securities America Inc. He is based in Battle Creek, MI. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a variety of portfolio management, financial planning, retirement advisory, and brokerage services.