Benjamin Strautmann is a financial advisor with The Life Group Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Compass Credit Union, Raymond James Financial Services Advisors, and Karsten Financial Group. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy combining various asset types and offers services such as portfolio management, retirement-plan design, and educational seminars.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Kyleigh Karell is a financial advisor at The Huntington Investment Company with Series 63 and Series 65 credentials and four years of industry experience. Her prior roles include positions at Fidelity Investments, JPMorgan Chase Bank, and Fifth Third Securities. Outside of her advisory work, she is active as a social media affiliate and digital influencer for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through a model-driven, open-architecture platform and offers specialized program options alongside brokerage, custody, and clearing services.

Ryan Hill is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at VOYA Financial Advisors from 2014 to 2016 before joining Huntington in 2016. 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 that integrates third-party sub-managers and proprietary models, offering specialized programs and overlay services such as tax management and impact/ESG strategies.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and also operates Oosting Burt & Associates, where he provides tax preparation and accounting services. Outside of advisory work, he is involved in several business ventures including a vineyard, a grocery store, and pizza restaurant management. Centaurus Financial, Inc. offers advisory services through a network of independent representatives serving individuals, families, businesses, and institutions. The firm provides financial planning, investment management, and access to third-party money managers, employing both fundamental and technical analysis with a variety of portfolio management strategies.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010 and is also a partner at Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services. Outside of finance, he is involved in training and breeding Standardbred racehorses at Oosting Stables and participates in agricultural ventures including crop raising, custom butchering beef, and retail sales of water-powered jetpacks. Centaurus Financial, Inc. offers advisory services through independent representatives to a diverse client base including individuals, families, small businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party money managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis with discretionary and non-discretionary account options.

Jacob Burt is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Centaurus Financial in 2023, he worked at Oosting, Burt & Associates LLP, where he also assists clients with tax preparation. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers.

Phillip Harmon is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Fremont, MI. He has been with Ameriprise and its affiliated entity since 2005. Outside of his financial advisory work, he is involved in the pinball community, including operating coin-operated amusement machines and supporting the International Flipper Pinball Association to promote competitive pinball in Michigan. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging a centralized consulting team and automated processes to support its advisors.

Tina Wightman is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Gerber Life Insurance for 13 years. Outside of her advisory role, she owns R&R Retreats, a leisure business specializing in guided hunts in Fremont, MI. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Dean Ford is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2024, he worked for nine years at Spectrum Health/Corewell Health. He is based in Fremont, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. 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.

Amber Gorby is a Series 66-licensed financial advisor with Edward Jones, based in Newaygo, MI. She has three years of experience with Edward Jones and has been involved with Reva Jane Lifestyle Co since 2020. Prior to her current roles, she worked at HomeTown Pharmacy for 17 years. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Edward Fedell II is a ChFC® credentialed financial advisor with Mass Mutual Investors Services, where he has worked since 1993. He has 42 years of industry experience and also serves as the mayor of Newaygo, Michigan. Additionally, he is a board member of the Heritage Museum of Newaygo County. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by firm-approved software tools and various investment and insurance implementation options.

Glenn McLain is a financial advisor with Edward Jones in Fremont, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2015. Outside of his advisory work, he operates a seasonal Christmas tree sales business, with proceeds donated to his local church. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations, managing approximately $1.01 trillion in assets through a nationwide network of advisors.

Melissa Frankhouser is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Outside of her advisory role, she serves as an assistant coach for high jump at Fremont Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Scott Swinehart is a Series 66 licensed financial advisor with Edward Jones in Newaygo, MI, where he has worked for 13 years. He has 12 years of industry experience. Outside of his advisory role, he volunteers with the Muskegon River Watershed Assembly, assisting the finance team with financial reviews. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs with a fiduciary standard, supported by a large nationwide network of advisors and branch offices.

Melea Price is a financial advisor at Ameriprise with 17 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns a tax preparation business and serves as Secretary on the Board of Directors for Spike Horn Gun Club, Inc. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Travis Bull is a financial advisor at Edward Jones in Newaygo, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he is involved in farming through Bull Orchards LLC, a family farm business. 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 is notable for its extensive retail advisor and branch network, as well as affiliated services including a trust company and proprietary mutual funds.

Casie Eitniear is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at Stifel from 2006 to 2018 and has been with Raymond James Financial and Karsten Financial Group since 2018. Outside of her advisory role, she is the owner of Karsten Financial Group, a support company based in Fremont, MI. 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 offers financial planning and non-discretionary investment consulting, emphasizing client collaboration and tailored financial plans supported by extensive research and various implementation options.

Zoe Wilbur is a financial advisor with Ameriprise in Fremont, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2016. Outside of her advisory role, Wilbur owns a videography and photography business and serves as Vice President on the Board of Directors for the Yahaba Friendship City Program. She is also involved with the Fremont Area Community Foundation, contributing to both the Community Development Committee and the Impact Investment Committee. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering detailed, research-driven recommendation reports through a centralized consulting team. The firm combines automated modeling and tax-efficiency analysis with a broad range of advisory, brokerage, and insurance solutions.

Brian Karsten is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2018, he worked at Stifel, Nicolaus & Co., Inc. for 18 years and was involved with the Fremont Area Community Foundation for a decade. Karsten is also the owner of Karsten Financial Group, a financial security sales business. Raymond James Financial Services Advisors, Inc. serves a wide range of clients including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with an emphasis on tailored plans based on risk profiles and asset allocation, supporting clients primarily in an advisory and implementation role rather than discretionary management.