Enrique Domeier is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. His career includes roles at Allegiant Wealth Strategies, Commonwealth Financial Network, Ameriprise Financial, and GreenLeaf Trust. Outside of finance, he has worked with In the Zone Tennis Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

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.

Patti Lent is a Series 66-licensed financial advisor with J.P. Morgan Securities, where she has worked since 2012. She has 22 years of industry experience, including prior roles at Merrill and Ameriprise. Outside her advisory role, she has been affiliated with JPMorgan Chase Bank, N.A. since 2008. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Aaron Hollister is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Raymond James & Associates, Waddell & Reed, and Morgan Stanley. Outside of advising, he operates a vending machine business. 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, portfolio management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and advanced research tools.

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 at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Citigroup Global Markets. He is based in Portage, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and modern portfolio theory in its investment approach.

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.

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.

Brennan Bennett is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he is a partner in a seasonal fireworks business called Shock and Awe Fireworks, where he contributes to high-level company direction without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Matthew Kleczynski is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at Securities Service Network, Inc. and Transamerica Financial Advisors. Kleczynski is also the owner of Cornerstone Financial Advisory Corporation, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs proprietary model strategies and provides access to multiple platforms and third-party advisers.

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.

Randy Bettich is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Stifel Nicolaus & Co., Inc., Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Bettich serves on the boards of the LMC Foundation and the Humane Society of Southwestern Michigan and is involved with the Rotary Club of St. Joseph-Benton Harbor, where he co-chairs an annual high school track meet. Morgan Stanley Wealth Management offers a variety of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

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.