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.

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 credentials and bringing 21 years of industry experience. He has worked with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Severance is also president of RS Financial, a financial services business based in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, trusts, and estates. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through independent financial professionals, using a variety of portfolio management strategies and multiple platform arrangements.

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.

Richard Behan Sr. is a financial advisor with LPL Financial, holding Series 63 and 65 licenses and bringing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 26 years with FSC Securities Corporation. Outside of his advisory role, he serves as vice president of Eastfork Ranch LTD, an equestrian-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies supported by advanced operational tools.

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, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Northwestern Mutual and Sharon Yoder before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, with enrollment criteria requiring a minimum level of investable assets and integration with Ameriprise-managed assets.

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.

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.