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 financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jaime Weenink is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Before joining Cambridge in 2024, Jaime worked at Edward Jones for 13 years. Outside of advising, Jaime is an owner of a real estate business in Galesburg, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides various investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

Nick Yetter is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as Secretary on the Board of Directors for the Walk Tall Foundation for Kids, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

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.

Daniel Stenger is a financial advisor with Edward Jones in Portage, MI. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his current role, he worked in various positions including at Radiant Church and Northpoint Bible College. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Mark Flenniken is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 13 years and has been involved with Omega7 for over two decades, focusing on business succession planning and insurance solutions. Outside of his advisory role, he owns a property and casualty insurance brokerage and participates in business sales referrals through Clayton Capital Partners. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party resources to meet client needs.

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.

Matthew Bolton is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining Raymond James in 2024, Bolton spent 15 years at Edward Jones. He is co-founder and owner of Highland Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers customized, non-discretionary planning and consulting using analytical tools to align with client goals and supports these recommendations through various advisory programs and partnerships.

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 18 years of experience in the financial services industry. He has been with Stifel Nicolaus & Co Inc since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment strategy utilizes proprietary models developed by its Investment Strategy Group to guide asset allocation and financial planning.

Carrie Wedel is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Harbour Investments, Inc. and Zhang Financial. Wedel also engages as an independent insurance agent and participates in a research-related role involving survey completion. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of custody and platform solutions along with proprietary and third-party investment strategies.

Benjamin Whitaker is a financial advisor at Ameriprise in Richland, MI, holding a Series 66 designation with six years of industry experience. His prior roles include positions at OsborneKlein of Ameriprise and Gentex, as well as employment at Grand Valley State University. He also works with OKL LLC as an associate financial advisor, conducting client meetings and managing relationships. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Stan Ledvina is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is involved with Kingdom Advisors, supporting Christian financial professionals, and serves on the finance committee of St. Mary Church in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Marissa Selby Lopez is a Series 66 credentialed financial advisor with Edward Jones, based in Otsego, MI, and has two years of industry experience. Her work history includes multiple roles at Edward Jones since 2023, along with prior experience in education at The University of Northwestern Ohio and Otsego Community Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Blake De Butch is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. His prior work includes roles at Brian Dierks, Chris Arnone, Nathan Mahan, and Northwestern Mutual Investment Services LLC. Before entering the financial advisory field, he worked at Meijer for six years and served in the Village of Frankfort. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, combining proprietary research and third-party data to provide tailored recommendations.