Neal Miedema is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Miedema serves as Secretary on the Board of Directors for the Stony Lake Property Owners Association and is involved in local business ownership and real estate activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Liehr is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Girl Scouts Heart of Michigan and the South Haven Community Foundation. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, algorithm-assisted recommendations with personalized advice, offering a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Andrus is a financial advisor at Edward Jones in Otsego, Michigan, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Clifford Mulder is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mulder serves as the volunteer Chair of the Board for the AirZoo Legacy Foundation, a nonprofit supporting the AirZoo Kalamazoo Aviation and History Museum. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through various tailored, non-discretionary services.

Harry Mcgowan IV is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and 29 years of industry experience. His prior roles include positions at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Concourse Financial Group Securities. Outside of his advisory work, he serves as president of Retirement Solutions of Michigan and is a partner in Reed Mcgowan LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on discretionary and non-discretionary bases.

Blane Heisler is a CFP® with 10 years of experience in the financial industry, currently serving as an advisor at Raymond James & Associates. His career includes roles at Diversified Financial Advisors, Harbour Investments, and Jackson National Life Distributors. Heisler has also worked outside finance for Door Dash and served at Olivet College. 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Jay Doll is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to his advisory role, he had multiple engagements with Hayloft Ice Cream Parlor and a brief position at Davenport University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Patti Lent is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Portage, MI, and has 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked with JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser capabilities, delivering recommendations on a non-discretionary basis.

Aaron Hollister is a financial advisor with LPL Financial in Plainwell, MI, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes roles at Raymond James & Associates, Discounted Hunts LLC, Waddell & Reed, and Morgan Stanley. Outside of his advisory work, he is also involved in a vending machine business through Hollister Concessions LLC and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services supported by extensive resources, including model portfolios, third-party asset managers, and institutional platforms.

Stacy Caudill is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2016. Caudill serves as Treasurer on the board of the Kalamazoo Civic Theatre Foundation, overseeing its endowment fund. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

William Brennan is a financial advisor with Wells Fargo Clearing in Kalamazoo, MI, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering discretionary plan-level investment management options.

Robert Tighe III is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets since 2005 and Morgan Stanley since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, emphasizing tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning services, including estate strategies and corporate financial planning agreements.

Paul Seals Jr. is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, delivering written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to create personalized plans, primarily for clients with assets held in Ameriprise-managed accounts.

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® professional with eight years of industry experience, currently affiliated with LPL Financial in Portage, Michigan. He previously operated Alkhamis Financial and worked at Western Michigan University. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.