Jaime Weenink is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge in 2024, Jaime worked at Edward Jones for thirteen years. Jaime is also an owner of a real estate business in Galesburg, Michigan. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients through financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management across multiple platforms and custodians.

Nick Yetter is a financial advisor at Ameriprise with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Prudential Equity Group. He serves as Secretary on the Board of Directors for the Walk Tall Foundation for Kids, Inc. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

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.

Brian Ailes is a financial advisor with Ameriprise in Kalamazoo, MI, holding CFP®, Series 63, and Series 65 designations and 19 years of industry experience. He previously worked at The Huntington Investment Company for 13 years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement planning advice focused on dependable income sources and tax-aware strategies.

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.

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 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.

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.

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.

Sarah La Fountain is a financial advisor with Edward Jones in Battle Creek, MI. She holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones, she worked at Covance Laboratories for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies through a nationwide network of over 23,700 financial advisors.

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.