Marcus Little is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. He also has a long tenure at Sturgis Bank & Trust beginning in 2000. Outside of his advisory role, he is President and director of Oakleaf Financial Services and serves as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, tailored approach using risk profiling and modeling tools and supports municipal and public finance advisory services.

Natalie Boland is a financial advisor with Raymond James Financial Services in Sturgis, Michigan, holding a Series 66 designation and seven years of industry experience. She has worked at Sturgis Bank & Trust Co. since 2018 and previously at St. Joseph County ISD from 2016 to 2018. Outside of her advisory role, Boland is an associate at Oakleaf Financial Services, where she assists with client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk assessment tools and supports specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Brian Oswald is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. His prior work includes roles at Sturgis Bank & Trust and Oakleaf Financial Services. He serves on the finance and investment committee for Locust Grove Church in Burr Oak, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor recommendations, supporting clients through advisory programs and other providers.