Kristine Green is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Outside of finance, she owns and designs jewelry for Impressions Jewelry, a business she has operated since 1990 with sales through art museums and stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education focused on asset allocation and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with primarily non-discretionary assets.

Jennifer Immoos Hernandez is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with Bankers Life Securities since 2018 and with Bankers Life & Casualty since 2009, where she also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Joshua Davis is a CFP® professional with Mercer Global Advisors Inc. in Portage, MI. He has four years of combined experience at Mercer and prior work in warehouse and distribution. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of specialized programs alongside educational content and integrated service platforms.

Nicholas Sellen is a financial advisor with Bankers Life Advisory Services, Inc. in Kalamazoo, MI, holding Series 63 and 65 licenses and having seven years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011, where he also serves as a Unit Field Trainer, recruiting and training insurance agents. Sellen is establishing Sellen Consulting LLC to operate alongside his current roles without affecting his duties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Athanacia Frey is a financial advisor with Oppenheimer in Portage, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable emphasis on both discretionary and non-discretionary account management.

Scott Heidema is a Series 66-registered financial advisor with Oppenheimer & Co. Inc., where he has worked since 2013. He has 17 years of industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.

Richard Geib is a CERTIFIED FINANCIAL PLANNER™ professional with over 51 years of industry experience. He has worked at Kestra Advisory since 2016 and has held roles including independent insurance agent and positions at Aetna Life and Casualty dating back to 1979. Based in Kalamazoo, MI, Geib provides financial planning and investment advisory services through Kestra, occasionally handling fixed insurance products. Kestra Advisory Services delivers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving large institutional clients such as sovereign wealth funds.

Nathan Luke is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has previously been employed at firms including Merrill and Oxford Financial Group, Ltd. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and direct indexing.

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.

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 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.