Rand Arwady is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds a Series 66 license and has been with PNC Bank since 2014, joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online portfolio strategy available by invitation. The firm utilizes algorithm-driven risk assessment and third-party managers to implement mutual fund and ETF models, with features including annual rebalancing and limited direct client contact.

Elizabeth Yunker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has worked at Mercer since 2022 and previously held roles at Sanford Advisory Services, Raymond James Financial Services, and Ameriprise Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of portfolio management options and delivering financial planning, retirement consulting, tax support, and estate-planning coordination.

Shawn Johnston is a financial advisor at Fifth Third Securities, Inc. based in Portage, MI, holding a Series 66 designation with one year of industry experience. He previously worked at Kalamazoo Baseball, LLC and Meal Magic Corporation. Outside of his advisory role, Johnston is the owner of Spartan Cards & Comics LLC, a collector card and comic sales business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, ranging from mutual-fund and ETF models to separately managed accounts and direct indexing options.

Denise Garten is a financial advisor with Kestra Advisory in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates The Wiser Financial Group as a Certified Wealth Strategist. Garten serves as president of the Southwest Michigan Amputee Resource Group, an amputee support organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a wide range of clients including large institutional investors.

Joseph Pearcy is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2018, following prior roles at MWA Financial Services Inc. and Modern Woodmen of America. Outside his advisory work, he is an agent selling fixed life and annuities insurance products and owns an LLC established to hold office space. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jessica Rossana is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Creative Planning since 2017 and previously worked at Zhang Financial and LPL Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Wesley Lentz is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He also acts as branch manager for The Wiser Financial Group, providing oversight in compliance and marketing for registered representatives in his branch. Lentz has a background as an independent insurance representative dating back to 2002. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm’s services include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Richard Tsoumas is a CFP® and PFS™ professional with 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC and The Planning Group since 1999. Tsoumas serves as a trustee and treasurer on the board of the Guido A. & Elizabeth H. Binda Foundation and is a co-trustee of the W. K. Kellogg Foundation Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence, serving a client base that includes large institutional investors and sovereign wealth funds.

Kelly Liebbe is a financial advisor with Fifth Third Securities, Inc. in Allegan, Michigan, holding a Series 66 designation and 17 years of industry experience. Kelly has been with Fifth Third Securities since 2011. Outside of financial advising, Kelly is involved in photography, operates an online merchandise business, and has experience as a beauty product sales consultant. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and tax-overlay strategies.

Kelli Parris is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs a model portfolio approach investing exclusively in proprietary mutual funds and ETFs, supported by an interactive online planning tool and phone access to advisors.

Kyle Montmorency is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds the Series 66 designation and is based in Portage, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside manager selection and various investment vehicles to meet client objectives.

Kevin Mazer is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2005. He is the sole owner of a vehicle and computer restoration company and serves as an elected precinct delegate for Texas Township Precinct 5 in Kalamazoo, MI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, third-party asset manager access, and custody services.

Allan Sherwood is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He is currently with Eagle Strategies (NY Life) and previously worked at Edward Jones for three years. Before transitioning full-time to financial advising, he spent over two decades in public education within the Battle Creek and Marshall school systems. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm delivers tailored solutions through various program types and operates primarily under a non-discretionary asset management model within an integrated New York Life affiliate structure.

Stephen Bond is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at Mercer since 2022 and previously worked at Raymond James Financial Services Advisors Inc. and Sanford Advisory Services. Bond also has experience in academia, having worked at Kalamazoo College. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a broad range of implementation options alongside financial planning and retirement consulting.

Madeline Bradley is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Portage, Michigan. She has four years of industry experience, including prior roles at Sanford Advisory Services and work outside of finance at Lana's Boutique. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of investment vehicles, alongside comprehensive financial, tax, retirement, and estate planning services.

Kelly Odean is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, LLC and Comerica Securities, Inc. Outside of advisory work, she is involved in independent insurance brokering. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through 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 risk-profile-based solutions.

Bert Verduzco is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Seizert Capital Partners, and positions in educational institutions such as Hillsdale College and Hackett Catholic Prep. He is also involved in the sale of fixed insurance products including fixed annuities and life insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jason Grant is a financial advisor with PNC Wealth Management in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MML Investors Services. He has been with PNC Investments since 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessments and implements investments via approved model strategies.

Mark Stegink is a financial advisor with Kestra Advisory who holds the CFP® and ChFC® designations and has 22 years of industry experience. He has been with Kestra Advisory since 2016 and has involvement in other business activities including co-owning Secret Squirrels, LLC and serving as a general member of The Chamber of Grand Haven, Spring Lake, and Ferrysburg. Additionally, he assists with audio amplification for concerts and musical performances through Amplified Audio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services from fiduciary consulting to plan-level investment advice and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering complex investment solutions through multiple platforms.

Renee Giles is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Associates for 24 years before joining Janney in 2018. Giles is also a notary. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of advisory and brokerage services supported by in-house and third-party portfolio management.