Kristina Loney is a financial advisor at Edward Jones with 21 years of experience at the firm. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Buetow is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Beyond his advisory role, Buetow serves as president of Zion Lutheran Church in Kalamazoo. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm operates through a network of independent Financial Professionals, offering both proprietary and third-party investment strategies across various custody and platform arrangements.

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.

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.

Clifford Mulder is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2005. Mulder serves as Chair of the Board for the AirZoo Legacy Foundation, a nonprofit supporting the AirZoo Aviation and History Museum, overseeing an $80 million endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, employing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

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 and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including a decade at Raymond James & Associates. Outside of his advisory work, he operates a vending machine business. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing research and model portfolios from in-house and third-party resources.

Stacy Caudill is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Raymond James since 2005. Caudill serves as Treasurer on the board of the Kalamazoo Civic Theatre Foundation, overseeing the endowment fund and approving distributions for the theater's operations. Raymond James & Associates manages over $500 billion in assets and serves individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning and investment consulting through non-discretionary advisory programs and draws on a variety of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

Evan Hanna is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked for Discount Tire Company and Fedex. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning and recommendations across a broad range of topics without portfolio management or institutional advisory services.

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.