Robert Gerren is a financial advisor with Primerica Advisors holding a Series 66 credential and one year of industry experience. His prior work includes roles at Bankers Life Securities, Primerica Financial Services, and DoorDash, where he also works as a Dasher on a part-time basis. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based portfolio strategies managed by third parties.

Christopher Merrill is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. He previously worked at Fifth Third Securities for nine years. Merrill is involved in managing an advisory business through OKL LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on income reliability and tax-aware withdrawal strategies.

Jordan Mucci is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, he worked at Quicken Loans Inc. and attended the University of Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Thomas Scampini is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Earle Martin Jr. is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Primerica Advisors since 2013 and also operates under the Drake Financial Group name for sales of investment-related products and other home-related services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients within a wrap-fee structure.

Matthew Kleczynski is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities Service Network, Inc. before joining Cambridge in 2020. Kleczynski is also the owner of Cornerstone Financial Advisory Corporation, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Ryan Alkhamis is a CFP®-certified financial advisor with LPL Financial, bringing eight years of industry experience. He previously operated Alkhamis Financial and worked at Western Michigan University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Randy Bettich is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 14 years. Outside of his advisory role, Bettich serves as a trustee on the boards of the LMC Foundation and the Humane Society of Southwestern Michigan, chairs the Investment & Finance Committee for the Lake Michigan College Foundation, and co-chairs the Rotary Club of St. Joseph-Benton Harbor’s annual high school track meet. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for plan implementation.

Trammell Lindstrom is a financial advisor at Ameriprise in Portage, MI, holding a Series 66 license with one year of industry experience. His work history includes roles at Ameriprise since 2022, as well as positions in education and athletics, including Spring Arbor University and Dave Clark's Baseball Facility. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and a structured recommendation process.

Luke Johnson is a CFP® and Series 66 licensed financial advisor with Edward Jones in Portage, MI, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Action Ministries for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Noah Marckwardt is a financial advisor with J.P. Morgan Securities in Portage, MI, holding a Series 66 designation and two years of industry experience. He previously worked at Mosaic Wealth Management and Vos Glass, LLC, and is also the owner of Adventure More, LLC, a non-investment business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.

Gregory Seiler is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in community and nonprofit activities, including serving on the finance committee of a music-focused nonprofit and acting as president of a condominium association board. Stifel serves a broad range of clients—individuals, institutional clients, and charitable organizations—offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Thomas Perrone is a Series 66-licensed financial advisor with 21 years of industry experience. He currently works at LPL Enterprise and has previously been affiliated with Prudential Insurance Company of America, Pruco Securities, LLC, and Mass Mutual Investors Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third‑party asset management, and brokerage and insurance products, delivering investment advice primarily through its investment adviser representatives using proprietary research and third-party strategists.

Joanie Gilger is a financial advisor at Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at 1st Source Bank and Gusto, as well as several years in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Andrew Brasosky is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Republic Services and Stryker Medical. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Matthew Jarrell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he serves as an instructor for Brazilian Jiu Jitsu-based women's self-defense clinics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.

Lori Nay is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. She holds a Series 66 license and is based in Richland, MI. Outside of her advisory role, she owns a real estate rental business, Inovar LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Steven Dekoning is a financial advisor with Primerica Advisors in South Haven, Michigan, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he owns and manages a real estate investing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Roger Severance is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as president of RS Financial, a financial services business. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, and retirement plan advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers multiple investment platforms and discretionary and non-discretionary approaches, utilizing proprietary models and third-party strategies.