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 with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Farmers Insurance, The Empowerment Institute, and Child and Family Psychological Services. Outside of his advisory role, he operates businesses related to financial design and wealth preservation affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser supporting individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory capabilities with extensive non-advisory financial services.

Carter Assink is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at J.Allen & Company and Spring Arbor University. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

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 credentials and six years of industry experience. Her prior roles include positions at Securian Financial Advisors of Great Lakes, Minnesota Life Insurance Company, Oppenheimer & Co., Inc., and the Veteran Affairs Medical Center. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

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 based in Portage, MI. She holds the Series 66 designation and has been in the financial industry since 2023, with prior roles at Northwestern Mutual and Kalsee Credit Union. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Eric Fitzwilliams is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Zhang Financial and True North Property Management. Fitzwilliams is also an associate financial advisor at OKL LLC, where he services his own clients and supports other associate advisors. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Rishel is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 credential and four years of industry experience. He previously worked at Pfizer and is involved with Beckwith Financial Services and Beyond Financial Planning. Outside of advisory roles, he has a long-term association with a business named Chinn Chinn. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing a variety of portfolio and platform options tailored to client objectives.

Leon Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2021. Outside of his advisory role, Bennett is a silent investor in a soft-serve ice cream business and manages a rental property with five units. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Daniel Pirbhai is a Financial Advisor at Merrill Lynch Wealth Management. As a second-generation Financial Advisor, he brings inherited knowledge from decades of experience to his practice. He works closely with clients to understand their financial situations and develop tailored strategies. Daniel specializes in equity compensation services, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, tax minimization, and retirement income. He utilizes a team approach alongside other members of Pirbhai and Associates, leveraging over 50 years of combined experience and Merrill Lynch's resources to address a wide range of financial challenges and improve clients' financial outlooks. He holds a Bachelor's Degree from Colorado State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys camping, football, golfing, hiking, photography, pickleball, skiing, spending time with his family, traveling, and watching movies.

Sarah Herwick is a financial advisor with Cetera and holds the Series 66 designation. She has seven years of industry experience, including nine years at Commonwealth Financial Network and one year at Cetera Wealth Services, LLC. Herwick is based in Portage, Michigan. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program structures and access to third-party managers.

Christopher Moffat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at Bronson Healthcare Group from 2015 to 2019. Outside of his advisory role, he holds ownership interests in music royalty businesses associated with BMI Music and Universal Music Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Debra Vandervest is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses. She has one year of experience at Primerica Advisors and two years with Primerica Financial Services. Outside of her advisory role, she serves as an executor of an estate and holds ownership and leadership positions in short-term vacation rental businesses. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that delivers model-based investment strategies supported by third-party managers and custodial services.

Ryan Kessler is a financial advisor at Edward Jones with 11 years of industry experience. He has held roles at Edward Jones since 2017, and previously worked at Infinex Investments, Inc. and Flagstar Bank. Outside of his advisory work, he is the owner of Dragonfly Dwellings LLC, a rental property business in South Haven, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branches, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Gregory Feltner is a financial advisor at Edward Jones in Portage, MI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved with BluFin Payment Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Fouad Zeaiter is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Novaria is a financial advisor with Ameriprise in Portage, MI, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, using a centralized consulting team to deliver non-discretionary, research-backed recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies.