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.

Desie Hardin is a financial advisor with Edward Jones in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Edward Jones in 2018, Hardin worked at Flagstar Bank for three years. Edward Jones is a full-service wealth management firm serving over four million clients across retail and institutional segments, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, with affiliated capabilities including a trust company and proprietary funds.

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.

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.

Ashley Stama is a Series 66 registered advisor with Merrill, where she has worked since 2013. She has 11 years of industry experience. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary strategies from internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Spitzley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Eagle Strategies and New York Life. Spitzley serves as a board member of AMBUCS, a charitable organization based in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary models with access to third-party strategists.

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, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at LPL Financial since 2009, with a break between 2016 and 2022 during which she was also affiliated with CUNA Mutual Group and CUNA Brokerage Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolios and research resources.

Michael Tangalakis is a Series 66-licensed financial advisor with Raymond James & Associates, based in Portage, MI. He has five years of industry experience, including prior work at Morton Grove Pharmaceuticals and Amway Corporation. 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, offering financial planning, non-discretionary investment consulting, and institutional services supported by a broad network of affiliated research and portfolio management options.

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.

Robin Reed is a financial advisor at Raymond James & Associates with 45 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Reed holds Series 63 and Series 65 designations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jonathan Vargo is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior experience includes roles at Flagstar Bank, Infinex Investments, Wolff Financial Management LLC, and running his own practice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.