Arthur Littlefield III is a financial advisor with LPL Financial in Decatur, Michigan. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including a 26-year tenure at Lincoln Financial Advisors Corporation before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies with a platform supported by advanced operational tools.

Paul Moss is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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 with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Raymond James since 2016 and previously worked at Robert Baird & Co. from 2010 to 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Dennis Starbuck is a CFP® professional with 38 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Sigma Financial Corporation, Wealth Preservation Center, and Cetera Advisors LLC. He also conducts seminars through Wealth Preservation Center, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Gilbert is a financial advisor with LPL Financial in Portage, Michigan, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Select Financial Group, LLC since 1987 and previously spent 14 years with Harbour Investments, Inc. Gilbert also serves as an associate pastor at North Avenue Church of God, where he is involved in newsletter creation, hospital visitations, organizing small group meetings, and occasional preaching. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory network with various financial services and overseeing over $819 billion in discretionary assets.

Katelin Reynhout is a financial advisor at Primerica Advisors with five years of industry experience. Her background includes roles at Primerica Financial Services and the Kalamazoo County Sheriff's Department. She is licensed with Series 63 and Series 65 designations. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Gregory Chimner is a financial advisor with Ameriprise in Portage, Michigan, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an independent advisory business through OKL LLC. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Paul Carlson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Carlson serves on the Board of Directors for Texas Charter Township and is a deacon at Calvary Bible Church. He is also involved in several business ventures, including ownership of Helping Dreams LLC and a honey production business called Carlson's Colonies. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Matteson is a CFP® certified financial advisor with 40 years of industry experience. He has been with Edward Jones since 1993, serving clients from Kalamazoo, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a network of more than 23,700 financial advisors nationwide.

Melinda Hansen is a financial advisor with Raymond James Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Raymond James Financial Services since 2015, with her current role beginning in 2022. In addition to her advisory work, she serves as a power of attorney for a parent, managing investments, expenses, and taxes on a monthly basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Eric Miles is a Managing Director and Wealth Management Advisor at the Portage/Kalamazoo Michigan branch of Merrill Lynch Wealth Management. He has been with Merrill since July 2000 and served as Resident Director from 2006 to 2018. Eric provides a team-supported, goals-based financial strategy for high net worth investors that covers comprehensive aspects of their financial lives. He is also a member of the Bank of America Michigan LGBT Pride Leadership Team. Eric specializes in several client focus areas including investment consulting for defined contribution plans, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, special needs planning strategies, and retirement income. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Eric graduated from Western Michigan University with a Bachelor’s degree, majoring in Finance and minoring in Economics. He and his wife, Kim, live in Kalamazoo with their three children, Edward, Elle, and Monroe. His personal interests include boating, football, and skiing.

Michael Toner is a financial advisor with Edward Jones in Portage, MI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has additional experience as a self-employed professional starting in 2018. Prior to his financial career, he worked at The Kellogg Company for 22 years. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Chase Carlson is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and is based in Kalamazoo, MI. His prior work includes a brief period at Lee's and involvement with The YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mark Sandmeyer is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Gary Therrian is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63, 65, and 66 registrations and has worked previously at firms including The Huntington Investment Company and Cetera Investment Advisors. Outside of his advisory work, he has been a high school sports referee since 1981, officiating football, basketball, and lacrosse games. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement income planning based on comprehensive research and tax-aware strategies.

Brian Rose is a financial advisor with Primerica Advisors in Portage, Michigan, holding Series 63 and Series 65 licenses and having 37 years of industry experience. He has a diverse work history including roles with Reinforcement Inc. and multiple community organizations, as well as ongoing affiliation with the University of Michigan. Outside of advisory work, he is involved in referral services related to home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors who utilize model-driven investment strategies managed by unaffiliated asset managers.

Kevin Mazer is a CFP®-designated financial advisor with 42 years of industry experience. He is currently with LPL Financial and was previously with Commonwealth Financial Network for 21 years. Outside of his advisory role, he is the sole owner of a vehicle and computer restoration company and serves as an elected precinct delegate in Texas Township, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolio programs, with advice delivered primarily through its network of investment adviser representatives.

Jeffery Vanderstraaten is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 at Merrill and has over two decades of experience. Jeff is a founding partner of the Hekman & VanderStraaten Group and focuses on total wealth management. He provides solutions based on clients' risk tolerance, time horizon, liquidity needs, and investment goals, utilizing a defined process to help clients reach their objectives. Jeff's expertise includes college education planning, employee benefits planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. He uses the Investment Personality Assessment developed by Merrill Lynch Wealth Management to better understand clients' investing preferences and customize financial strategies accordingly. He holds a Bachelor's degree and a Master's degree in Finance from Western Michigan University. Jeff has earned several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves on the Endowment Committee at his church. Jeff lives in Portage with his wife, Michelle, and their two daughters, Ella and Grace. In his free time, he enjoys basketball, football, ice hockey, music, reading, and spending time with his family.

Randall Verlin is a CFP®-designated financial advisor with Cambridge Investment Research Advisors and has 40 years of industry experience. He has been with Cambridge since 2009 and previously worked with the Mazzola-Verlin Group and Kardia Midwest Family Wealth Counseling. He serves on the Western Michigan University Athletic Advisory Board and owns a tax preparation service in Kalamazoo, MI. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.