Tara Nulty is a Senior Resident Director specializing in wealth management with over 10 years of direct experience in the field and 17 years in the financial services industry. She focuses on areas including family wealth management strategies, legacy planning, retirement income, philanthropic planning, and LGBT wealth planning. Tara works closely with clients to develop personalized financial strategies aimed at pursuing long-term goals amid changing market conditions. Before her current role, Tara held positions such as Executive Assistant to the Banc of America Global Head of Mergers & Acquisitions, Senior Management Team member at Barclays, and Analyst in Barclays Wealth Management. She holds a Bachelor's Degree from Boston College and is a Personal Investment Advisor (PIA) by professional designation. Tara participates actively in community organizations including the Elizabeth Upjohn Community Healing Center, South Haven Yacht Club, and Western Michigan University Theatre Guild. Her personal interests include boating, fishing, golfing, music, painting, scuba diving, sewing, singing, travel, and spending time with her family.

Amanda Bloomfield is a Series 66-licensed financial advisor with Raymond James & Associates in Kalamazoo, MI, where she has worked for 11 years. She has spent her entire industry career at Raymond James & Associates. Raymond James & Associates, Inc. is a large 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 government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jason Reed is a CFP® professional with 17 years of experience in financial advising, currently practicing at Ameriprise in Kalamazoo, MI. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds, providing detailed written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized planning through a centralized consulting team.

Samuel Anderson is a financial advisor with Wells Fargo Clearing located in Portage, Michigan. He holds a Series 66 designation and has approximately one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Terril & Company and has a background that includes four years at the University of Michigan - Ann Arbor and six years with Portage Public Schools. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics based on diversification principles and modern portfolio theory.

Barbara Hammond is a Series 66 credentialed financial advisor with Edward Jones in Kalamazoo, MI, and has 10 years of industry experience. She has been with Edward Jones since 2016 and previously worked at Beachbody from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated products, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

Joseph De Luca is a financial advisor with OSAIC based in Kalamazoo, MI, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. His prior work includes extended tenures at Securities America Advisors and related entities, as well as brief periods with The Prudential Insurance Company of America and Pruco Securities. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm employs a variety of asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary account management across multiple investment strategies.

Kendra Omans is a financial advisor at Raymond James Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Chemical Bank and Trust. Outside of advising, Kendra is involved with Majestic Financial, a support company, and owns a property listed on Airbnb. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Anthony is a financial advisor at Fidelity with nine years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. His credentials include Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Heather Kakabeeke is a CFP® professional with 27 years of industry experience, currently with Raymond James & Associates in Kalamazoo, MI. She has worked at Raymond James since 2014 and previously was involved in businesses including The Fitness Spott LLC and The Courthouse Athletic Center. Outside of her advisory role, she markets clean crafted wine as an independent contractor with Scout and Cellar. 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 and consulting services supported by a wide range of portfolio management styles and affiliated research.

Alan Lockwood is a CFP® and holds a Series 66 designation, currently working with Fidelity. He has 13 years of industry experience, including roles at various Fidelity entities and Southern Michigan Bank & Trust. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, employing systematic methodologies and long-term asset allocation benchmarks.

April Lesicki is a financial advisor with Ameriprise in Portage, Michigan, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its related entities since 2001. Lesicki serves on the board of directors for a local organization. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions, utilizing research and modeling to deliver tailored, tax-efficient retirement income recommendations.

Sarah Jongeward is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2008 and Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emilee Lawrence is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, JP Morgan, and PNC Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services using both proprietary and third-party strategies, supported by operational tools and a broad network of over 22,800 advisors.

Michael Farrance is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Kalamazoo, MI, with 10 years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2016. Farrance serves as a committee member for the Trinity Lutheran Church Endowment Committee, providing insight on the use of endowment funds. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Gregory Hardy is a CFP® professional with 18 years of experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge and its related entities since 2013. Hardy holds multiple independent insurance agent roles and is active as a board member of the West Michigan Estate Planning Council. He also coaches youth travel baseball and owns several financial and tax service businesses. 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 offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

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.