Eric Tiller is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has worked with various Raymond James entities since 2010. In addition to his advisory role, he owns and operates Tiller Investment Management, LLC, where he provides financial planning and asset management services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary recommendations aligned with client goals.

Tammy Warnicke is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked previously at several firms, including The Huntington Investment Company, Kushner & Company, VALIC Financial Advisor, Inc., Kellogg Community Credit Union, LPL Financial, and Wells Fargo Advisors. 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 is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jennifer Curtis is a financial advisor with Ameriprise in Mattawan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, she worked for Lawrence Public Schools for 24 years. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing customized Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support retirement planning, with a centralized consulting team delivering non-discretionary advice in collaboration with financial advisors.

Gerald Stenstrom is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has been with Primerica Advisors since 2000 and has previous work experience including roles at Meijer and the Golf Performance Academy. In addition to his advisory work, he earns compensation from Primerica Mortgage and related affiliates for the sale of loan products and home-related service referrals. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, operating on a large scale with approximately 3,961 advisors and $15.5 billion in assets under management.

Stephen Arnest is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His work history includes long-term roles at Primerica Financial Services and PFS Investments Inc, as well as a 23-year tenure at Outfront Media. Outside of advisory services, he is involved in the sale of loan products and home security referrals through affiliated companies. 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 accounts. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

Stephen Mucci is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1994. Mucci serves on the Endowment and Audit Committee of the Kalamazoo Institute of Arts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and trading activities.

Chad Schut is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Advisors LLC since 2013 and Kuipers Insurance and Investments Inc. since 2003. Outside of his advisory role, he serves as an elder at Third Christian Reformed Church in Kalamazoo, MI. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a variety of portfolio management and financial planning services utilizing multiple program structures and investment strategies.

Kelsey Steele is a Series 66-licensed financial advisor with Edward Jones in Kalamazoo, MI, and has four years of industry experience. Before joining Edward Jones, Steele worked at Konos Inc and served as Head Varsity Tennis Coach at Otsego High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Sabrina Witbeck is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She has previous work experience including roles at Charles River Laboratories and Sharp Realty. Outside of her financial advisory work, she has been involved with The Salvation Army since 2025. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven investment strategies supported by third-party managers and custodial partners.

Michael Albrecht is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 9 years of industry experience. He previously worked at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, and Transamerica Capital Inc before joining Raymond James in 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with a range of portfolio management styles supported by firm research and model managers.

Eva Moulton is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 21 years. Outside of her primary role, she provides appointment preparation and client service support to other financial advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with at least $1 million in investable assets, providing a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Lee is a financial advisor with J.P. Morgan Securities in Kalamazoo, MI, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Courtney Dunn is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 66 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Markley Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Primerica Advisors since 1987 and operates Drake Financial Group, which conducts investment and related sales activities. Outside of advisory work, he owns Mad & Associates, Inc., a non-investment business based in Portage, Michigan. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Paul Moss is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a structured approach supported by algorithmic automation and oversight committees.

Christopher Chambers is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Chambers serves as a volunteer finance committee member for tornado recovery efforts in his neighborhood and as treasurer for a local political campaign, both unpaid roles. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jodi Harrison is a financial advisor at Raymond James & Associates with 27 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2014. 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, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dennis Starbuck is a CFP® with 38 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. His prior roles include positions at Sigma Financial Corporation and Cetera Advisors LLC, and he has been involved with the Wealth Preservation Center since 2017. Outside of advising, he conducts seminars through the Wealth Preservation Center. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technologies such as machine learning across both discretionary and non-discretionary management strategies.

Patrick Gilbert is a financial advisor with LPL Financial in Portage, MI, holding Series 63 and Series 65 licenses and with 39 years of industry experience. His career includes roles at Select Financial Group, LLC since 1987, Harbour Investments, Inc from 2012 to 2026, and Marshall Community Credit Union. In addition to his advisory work, he serves as an associate pastor at North Avenue Church of God, where he performs various duties including creating newsletters, hospital visitations, organizing small group meetings, and occasional preaching. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research and technologies.

Katelin Reynhout is a financial advisor at Primerica Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2021. Prior to her financial services career, she was employed by the Kalamazoo County Sheriff's Department and worked as a homemaker. In addition to advising, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.