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.

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 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.

Carrie Wedel is a CFP® certificant with 11 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes nearly a decade at Harbour Investments, Inc., and roles at Burnham & Flower Agency and Zhang Financial. In addition to her advisory work, she is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, institutional, pension, and charitable organizations by providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and supports affiliated model strategies under the Founders Gate Capital brand.

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 in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Mainstreet Financial Advisors, LLC, and Fifth Third Securities, Inc. Outside of his advisory role, he is involved with Kingdom Advisors, an organization supporting Christian financial professionals, and serves as a volunteer member of the St. Mary Church Finance Committee. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm supports discretionary and non-discretionary management across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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.

Brian Spitzley is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 credential and 18 years of industry experience. Prior to joining Cambridge in 2017, he worked at Eagle Strategies, New York Life, and Edward Jones. He serves as a board member for AMBUCS, a charitable organization based in Kalamazoo, MI. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides both discretionary and non-discretionary management through various proprietary and third-party platforms.

Saundra Ivy is a financial advisor with LPL Financial in Portage, MI, holding Series 63 and Series 66 licenses and with 26 years of industry experience. Her prior work includes roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Oak Point Financial Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Michael Tangalakis is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2021. Prior to his current role, he was employed at Morton Grove Pharmaceuticals for several years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Douglas Neracher is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Primerica Financial Services since 1994 and at PFS Investments Inc. since 1999, currently operating under the name Drake Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers 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 uses a tiered wrap fee structure, with program management and trading delegated to established custodians and overlay providers.

Timothy Knapper is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as a fiduciary trustee and holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Victor Russo Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and 38 years of industry experience. He previously worked for Stifel Nicolaus & Co Inc from 2013 to 2026. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written retirement income recommendations and ongoing tax-aware withdrawal strategies for clients nearing or in retirement.

Nina Sanchez is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and has prior experience at Plante Moran, Pine Grove Housing Service, and PNC Bank. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Adam Srmek is a financial advisor with Ameriprise Financial Services in Portage, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Ameriprise since 2016 and maintains outside business activities including ownership of a YouTube channel, "Straight Talks on YouTube," and serving as a CFA Level 3 instructor for Cerifi, producing video lessons on exam content. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Jill Walsh is a CFP® professional with eight years of industry experience currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones for six years and Cardinal Health for eight years. Walsh is a co-founder and owner of Highland Financial Group, where she operates as an independent contractor providing financial planning and wealth management services under the Raymond James Financial Services umbrella. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliated municipal advisor arrangement.

Sandra De Vito is a financial advisor with Edward Jones in Vicksburg, MI, holding CFP® and Series 66 credentials and having eight years of industry experience. Prior to joining Edward Jones in 2018, she worked for nine years at The Gagie School. Outside of advising, she is co-owner of a local barber shop in Vicksburg with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.