Robert Schauer is a financial advisor with Ameriprise in Mattawan, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory work, he owns multiple student rental properties in Kalamazoo, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining algorithmic and research-driven approaches to deliver tailored, non-discretionary recommendations focused on income sources, tax efficiency, and withdrawal strategies.

Jacqueline Vermette is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at Oppenheimer & Co., Inc., Minnesota Life Insurance Company, and Securian Financial Advisors of Great Lakes. Before entering the financial sector, she worked at the Veteran Affairs Medical Center from 2015 to 2018. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels tailored to client goals and risk profiles.

Lori Bagwell is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wealth Partners Alliance from 2021 to 2023. Bagwell serves as a trustee for a family-related investment entity and is a committee member involved in five-year planning for Leroy Township, focusing on local zoning and infrastructure. 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, and municipal entities, delivering tailored, primarily non-discretionary financial planning and investment consulting.

Ruth Rozankovich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked for Oppenheimer & Co for 10 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients through financial planning, non-discretionary consulting, and institutional advisory services, utilizing a variety of portfolio management styles and affiliated research.

Carl Holmgren II is a financial advisor with Primerica Advisors in Kalamazoo, MI, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

Justin Schaub is a CFP® and holds the Series 66 designation, currently serving as a financial advisor at Edward Jones in Battle Creek, MI. He has seven years of experience in the industry, all with Edward Jones since 2019, and previously worked at Applebee's for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Matthew Mc Donald is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Macy Bischoff is a financial advisor with LPL Financial in Portage, MI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she worked at Kalsee Credit Union and Northwestern Mutual. Her background also includes experience in hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and portfolio management technologies.

Eric Fitzwilliams is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Zhang Financial and True North Property Management. Fitzwilliams is also an associate financial advisor at OKL LLC, where he services his own clients and supports other associate advisors. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Rishel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and three years of industry experience. He has worked at Cambridge Investment Research Advisors since 2021 and is also associated with Beckwith Financial Services. Outside of his advisory roles, he has been involved with a business called Chinn Chinn since 2013. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers customized investment strategies through various platform arrangements, combining proprietary models with access to third-party managers.

Jeffrey Sovern is a financial advisor with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at Wells Fargo Advisors and its affiliates for over 17 years. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research and analytics.

Leon Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2021. Outside of his advisory role, Bennett is a silent investor in a soft-serve ice cream business and manages a rental property with five units. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Daniel Pirbhai is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing services in equity compensation, family wealth management strategies, legacy planning, managing new wealth, portfolio management, tax minimization, and retirement income. Daniel brings a comprehensive approach to financial advising, working with clients to address various aspects of wealth and retirement planning. He holds a Bachelor's Degree from Colorado State University. Outside of his professional role, Daniel enjoys camping, football, golfing, hiking, photography, pickleball, skiing, spending time with his family, traveling, and watching movies.

Sarah Herwick is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services, LLC since 2026. Her prior experience includes nine years at Commonwealth Financial Network, ten years at Allegiant Wealth Strategies, and ten years at StructureTec. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and access to third-party money managers.

Loren Rex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Battle Creek and is active in local community boards, including the City of Battle Creek Bicycle Advisory Committee and the Windamere Homeowners Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm delivers financial planning and investment management through a network of independent Financial Professionals using a variety of portfolio management and advisory platforms, offering both proprietary and third-party investment strategies.

Debra Vandervest is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Primerica Advisors, she worked with Primerica Financial Services and spent 19 years at Manpower/Experis. Outside of her advisory role, she is involved in managing short-term vacation rental businesses and serves as an executor of an estate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third parties and supports clients through a large network of advisors and offices.

Gregory Feltner is a financial advisor at Edward Jones in Portage, MI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved with BluFin Payment Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

James Novaria is a financial advisor with Ameriprise in Portage, MI, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-backed recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies.

George Tatchell is a financial advisor with Stifel in Portage, Michigan, holding a Series 66 license and three years of industry experience. His prior roles include positions at Total Performance Solutions, State Farm Insurance, and Guitar Center. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeanne Case is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Healogics. Outside of her advisory role, she assists with marketing and sourcing items for a small furniture refinishing business owned by her husband. 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, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.