Clayton Schauss is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He is based in Allegan, MI. Outside of his advisory role, he is a co-owner of a vacation rental property in Traverse City, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Tacy Davis is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Huntington National Bank and Meijer Great Lakes. Outside of her advisory role, she operates a home bakery business called Tacy's Treats as an owner and baker. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning through comprehensive reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Carl Holmgren II is a financial advisor with Primerica Advisors in Kalamazoo, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Matthew Mc Donald is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ashley Hare is a CFP® credentialed financial advisor with OSAIC Wealth Inc, bringing one year of industry experience. Prior to joining OSAIC, she worked at Clearwater Financial, part of the OSAIC network, for six years. Outside of advisory work, she has experience preparing federal and state tax returns and has been involved in fixed insurance sales. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment strategies through an extensive affiliate network.

Sarah Herwick is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2026 and previously spent nine years at Commonwealth Financial Network. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party managers.

Christopher Moffat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at Bronson Healthcare Group from 2015 to 2019. Outside of his advisory role, he holds ownership interests in music royalty businesses associated with BMI Music and Universal Music Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he held roles at Manpower, Perrigo, and several healthcare-related organizations. He also serves as a varsity basketball coach at Bloomingdale Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Ryan Kessler is a financial advisor at Edward Jones with 11 years of industry experience. He has held roles at Edward Jones since 2017, and previously worked at Infinex Investments, Inc. and Flagstar Bank. Outside of his advisory work, he is the owner of Dragonfly Dwellings LLC, a rental property business in South Haven, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Fouad Zeaiter is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Max Mc Guire is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, Mc Guire worked in various roles including positions in education and retail. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support investment decisions.

Lisa Pleiness is a financial advisor with Ameriprise in Three Rivers, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Beginning July 2024, she will be compensated through Venture59 LLC, where she is also employed as a financial advisor serving a client base. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing assets held in Ameriprise-managed accounts and supported by algorithmic automation overseen by dedicated committees.

Michael Walters is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at National Planning Corporation for 18 years and held advisory roles at First Allied Advisory Services and First Allied Securities. Outside of advising, he is involved in a boat and condo rental business through Stocks & Blondes LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving a large network of over 22,800 advisors.

Steven Hamacher is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has worked at Avantax Investment Services and 1ST Global Advisors, among other firms, and currently operates Hamacher & Associates PLLC, providing financial planning services. Outside of advising, he owns a payroll company based in Western Michigan. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

Mark Slager is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones. He holds a Series 66 license and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Alkhamis is a financial advisor at LPL Financial in Portage, MI, holding a Series 66 designation with 11 years of industry experience. He has been with LPL Financial since 2015 and operates several business entities related to retirement wealth management under the LPL umbrella. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party subadvisors.

Mai Elkantar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Wells Fargo in 2024, Mai worked at Morgan Stanley for nine years. Outside of advisory work, Mai is involved in real estate ownership and management activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven process grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caitlin Larabel is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Perrigo and Trident Laboratories. She also operates Loc Financial Planning Group, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and institutional consulting.

Martha Ireland is a Series 66-licensed financial advisor with Edward Jones, based in Kalamazoo, MI. She has been with the firm since 2014, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. It manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Samuel Henley V is a financial advisor at Ameriprise with three years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, and Hantz Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.