Whitney Crabtree is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise, The Huntington National Bank, and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet platform.

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.

James Parker is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2005. Outside of advising, he is a 25% owner of an entity that owns the branch office building in Portage, 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 hundreds of thousands of clients, managing over $212 billion in assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

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 at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in roles at Radiant Church, Northpoint Bible College, Chick Fil A, and Corey's Bootery. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Evan Luebbehusen is a financial advisor at Edward Jones in Portage, MI, with one year of industry experience. He holds the Series 66 designation and has previously worked at Viewrail and United Parcel Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Madeleine Camilli is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at Advia Credit Union and in various roles outside the financial sector. She also serves as a notary and has duties with Advia Credit Union related to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Jonathan Melges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2012. 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 clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds the Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, and other organizations. Horan also maintains a role as a notary with Consumers Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple 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 Desjardins is a CFP® certificant with 11 years of experience in the financial services industry. She currently works with Cambridge Investment Research Advisors and has previously held positions at Harbour Investments, Burnham & Flower Agency, and Zhang Financial. Outside of advising, she is involved as an independent insurance agent and participates in survey work through a research company. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent Financial Professionals using a variety of portfolio management and advisory 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.