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.

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 and holds the Series 66 designation. She has one year of industry experience and a diverse background including roles in the Michigan House of Representatives, private tutoring, and work with Checker Records. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

David Ackley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Western Michigan University and Alliance Beverage Distributing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

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 at Ameriprise with seven years of industry experience. He has previously worked with Northwestern Mutual in various roles from 2017 to 2023 and spent a year at Sharon Yoder before joining Ameriprise in 2024. Petty holds Series 65 and Series 63 designations. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, combining proprietary research and third-party data to provide clients with tax-aware withdrawal strategies and dependable income sources.

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 is currently with Edelman Financial Engines and has a long tenure at Cahill Wealth Management dating back to 2005. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing a range of discretionary and non-discretionary investment solutions with an emphasis on diversified portfolios and long-term strategies.

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.

Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.

Marc Vander Beek is a financial advisor with Merrill in Portage, MI, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His work history includes roles at Merrill since 2017 and Bank of America, N.A. since 2019, along with a position at Gun Lake Casino from 2016 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.”