Eric Sweeney is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for seven years before joining Goldman Sachs in 2018. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, corporate and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes integrated strategic and tactical allocation models, manager selections, and proprietary analytics, supported by the broader Goldman Sachs ecosystem.

Athanacia Frey is a financial advisor at Oppenheimer with 11 years of industry experience. She holds the Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services that include discretionary and non-discretionary management, with expertise in equity, balanced, and fixed-income portfolios.

Scott Heidema is a financial advisor at Oppenheimer with 17 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2013, following four years at Edward Jones. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs delivered through discretionary and non-discretionary services, covering equity, balanced, and fixed-income portfolios with strategic asset allocation and manager selection.

Richard Geib is a CERTIFIED FINANCIAL PLANNER™ professional with over 51 years of industry experience. He has worked at Kestra Advisory since 2016 and has held roles including independent insurance agent and positions at Aetna Life and Casualty dating back to 1979. Based in Kalamazoo, MI, Geib provides financial planning and investment advisory services through Kestra, occasionally handling fixed insurance products. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Nathan Luke is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has previously been employed at firms including Merrill and Oxford Financial Group, Ltd. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and direct indexing.

Joshua Jorgensen is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has additional experience with Fifth Third Bank and Ferris State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and customization options.

Gregg Eicholtz is a financial advisor with Fifth Third Securities, Inc. in Portage, MI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, including 15 years at Fifth Third Securities. Fifth Third Securities, Inc. 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.

Jonathan Knight is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and was employed at Copple's Wrecker Service from 2015 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Stacey Sears is a Series 63 licensed financial advisor with 26 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Jaime Weenink is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge in 2024, Jaime worked at Edward Jones for thirteen years. Jaime is also an owner of a real estate business in Galesburg, Michigan. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients through financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Nick Yetter is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group. He serves as Secretary on the Board of Directors for the Walk Tall Foundation for Kids, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Luke Feltner is a financial advisor with Edward Jones in Portage, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Arbor Financial Credit Union for four years and had self-employment experience in landscaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Madeleine Camilli is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at Advia Credit Union and LPL Financial, primarily in Michigan. Camilli also serves as a notary for Advia Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Brian Ailes is a financial advisor with Ameriprise in Kalamazoo, MI, holding CFP®, Series 63, and Series 65 designations and 19 years of industry experience. He previously worked at The Huntington Investment Company for 13 years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement planning advice focused on dependable income sources and tax-aware strategies.

Mark Flenniken is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at FSC Securities Corporation and Mass Mutual Investors Services. Outside of his advisory role, he owns Omega7, a sole proprietorship focused on business succession planning and insurance services, and acts as a general agent for a property and casualty insurance brokerage. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by various analytical tools and allows advisors to implement discretionary and non-discretionary strategies along with third-party manager selections.

Christine Loc is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations. Loc is also president of Loc Financial Planning Group, Inc., a support company she owns that provides administrative services for her book of business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network with programs that include municipal advisory and SIMPLE IRA employer consulting services.

Grace Gant is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience. Outside of her advisory role, she serves as an election inspector for Trowbridge Township in Allegan, Michigan. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, Color Street, the City of Portage, and Portage Public Schools. She is also a notary at Consumers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Kerrie Kik is a financial advisor with Stifel in Portage, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public in Kalamazoo County. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jeffrey Siefert is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Stifel in Portage, MI. He has worked at Stifel Nicolaus & Co Inc since 2017 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, with an emphasis on asset allocation and planning analyses.