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.

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.

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.

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.