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 and holds a Series 66 designation. He has two years of industry experience, including prior roles at Mosaic Wealth Management and Vos Glass, LLC. Outside of his advisory work, he is the owner of Adventure More, LLC, a business operating under the name Putter Project. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Gregory Seiler is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. Prior to joining Stifel, he worked at Wells Fargo Clearing for one year. Outside of his advisory role, Seiler participates in community activities including serving on the finance committee of a nonprofit organization focused on enriching the community through music and acting as president of a local homeowners association board. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Thomas Perrone is a financial advisor at LPL Enterprise with 21 years of industry experience and a Series 66 credential. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

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 in Portage, Michigan, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, Jarrell serves as an instructor for Brazilian Jiu Jitsu-based women's self-defense clinics. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, leveraging both proprietary and third-party model portfolios across strategic, tactical, and alternative asset allocations.

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 in Kalamazoo, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Severance is also president of RS Financial, a financial services business he owns. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account implementation platforms, as well as proprietary and third-party model strategies.

Penny Jean Young is a financial advisor with Wells Fargo Clearing in Portage, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Alphastar Capital Management, MassMutual Life Insurance, and a decade at Damon Financial LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

George Smojver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Kalamazoo, MI. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business operations for FSCP, LLC, which supports shared infrastructure and continuity planning among team members. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Victoria Brown is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning her advisory role in 2026. Her background includes experience in political service with the Michigan House of Representatives and work in education and retail. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models and managers.

David Ackley is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 license and has worked at Equitable Advisors since 2024. Prior to his current role, he has held positions in education and the beverage distribution industry. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm uses a range of investment approaches, including third-party advisory models and proprietary programs, to tailor solutions to client needs.

Thomas Schripsema is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a large network of financial advisors and branches nationwide.

Zachary Petty is a financial advisor with Ameriprise in Portage, MI, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with several firms, including Northwestern Mutual and Sharon Yoder, before joining Ameriprise in 2024. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, known for its Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning. The firm’s approach combines proprietary research, third-party data, and algorithmic tools to guide asset allocation and withdrawal strategies within a defined investment universe.

Brett Sweers is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. and Natcity Insurance Services, Inc. since 2008. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, which combines forward-looking capital market assumptions with probabilistic modeling to support asset allocation and financial planning.

Veronica Darlington is a CFP® professional with 10 years of experience in financial advising. She has been with Edelman Financial Engines since 2025 and previously worked at Cahill Wealth Management for 20 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term orientation.

Jason Erhardt is a financial advisor at Ameriprise in Portage, Michigan, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise in 2023, he held various roles including positions at Lawrence Technological University, Cedar Point, Meijer, and local high schools. He is also involved in managing an advisory business through OKL, LLC. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Stephanie Farrance is a financial advisor at Thrivent Investment Management with six years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2019. Prior to her current role, Farrance spent eight years at Mattawan Animal Hospital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”