Robert Benjamin is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a longstanding affiliation with Roney & Co. since 1998. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Timothy Williams is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Robert Baird & Co. He is based in Portage, MI. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, which supports client decision-making without guaranteeing outcomes.

Daniel Coleman is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Edward Jones in Kalamazoo, MI since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Glen Kellam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at CUSO Financial Services and Consumers Credit Union for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

David Grall is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Bruce Bos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also works as an independent insurance agent selling life, LTC, and fixed annuity products. Additionally, he is employed as a title examiner at Lighthouse Title Group. Cambridge Investment Research Advisors serves a wide range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals using various portfolio management and advisory platforms.

Jamie Phillips is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Raymond James for over 19 years, spanning two consecutive periods from 2007 to present. Outside of his advisory role, he leases farmland on personal property to a local farmer. 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 charitable organizations—offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Daniel Ingles is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients and their families to identify and pursue meaningful financial goals through personalized wealth management strategies. Daniel assists clients in anticipating and managing major life transitions, such as business sales and retirement, while also addressing ongoing priorities like education planning and philanthropic endeavors. Daniel has been in the financial services industry since 2013 and joined Merrill Lynch Wealth Management in 2016. Prior to his financial career, he served six years in the United States Military. He holds a Bachelor of Science in Business Administration with a concentration in Personal Financial Planning from Central Michigan University, where he graduated with high honors. Daniel is a CERTIFIED FINANCIAL PLANNER™ (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Personal Investment Advisor (PIA). He is committed to adhering to a disciplined financial planning process to help clients pursue their long-term goals. In alignment with the Merrill tradition, Daniel dedicates time to volunteering in the communities he serves. His client focus areas include education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization.

Ryan Cahill is a CFP®, CFA®-designated financial advisor with 16 years of industry experience. He is currently with Edelman Financial Engines and was previously the principal at Cahill Wealth Management, LLC for 18 years. He is also a managing member of an office property rental entity in Portage, MI. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions and planner-led wealth management that combines proprietary modeling with online tools.

Stacy Clark is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Clark serves as a trustee and fundraising chair on a nonprofit board in Richland, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Theresa Fisher is a financial advisor with Raymond James Financial, holding a Series 66 designation and having two years of industry experience. She has worked with various Raymond James entities since 2016 and is involved with Tiller Investment Management. Outside of finance, she owns a small business selling baked goods made to order. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advisory services supported by analytical tools and specialized programs.

Maya Nashef is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and PNC Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Global Investment Committee return estimates and Monte Carlo simulations, as part of its financial planning process.

Nicole Starbuck is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Sigma Financial Corporation, Cetera Advisors, Plan 4 Financial Design, Falcon Broadband, LLC, and Plains Cooperative Telephone Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and retirement plan consulting, along with both discretionary and non-discretionary management options.

Lawrence Mjovig is a financial advisor with LPL Financial based in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been associated with Linsco Private Ledger Corp for 25 years. He also operates as an independent insurance agent specializing in fixed products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and advanced portfolio strategies.

Philip Tatchell is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2008 and has concurrently worked with First Advantage Insurance Agency, Inc. and First Of America Brokerage Service, Inc. since 1996. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.

William Liston is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of financial advising, Liston serves as Secretary on the Board of Directors for the Bui Family Foundation and is the owner and managing attorney of the Law Offices of William J. Liston, PC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Sanborn is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following a three-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Tacy Davis is a financial advisor at Ameriprise with four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Huntington National Bank and Meijer Great Lakes. Outside of her advisory role, she operates a home bakery business called Tacy's Treats as an owner and baker. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement income planning through comprehensive reports and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Daniel Stauffer III is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. His prior work includes roles at The Empowerment Institute, Farmers Insurance, and Child and Family Psychological Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Carter Assink is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he worked at J.Allen & Company and has experience in educational roles at Spring Arbor University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, with a focus on program sponsors and third-party managers.