James Barber is a financial advisor with Janney Montgomery Scott LLC in Battle Creek, MI. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at Securities America Inc and Berkshire Hathaway HomeServices. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, consulting, and multiple advisory programs, utilizing a combination of in-house and third-party asset management.

Richard Tsoumas is a CFP® and PFS™ professional with 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC and The Planning Group since 1999. Tsoumas serves as a trustee and treasurer on the board of the Guido A. & Elizabeth H. Binda Foundation and is a co-trustee of the W. K. Kellogg Foundation Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence, serving a client base that includes large institutional investors and sovereign wealth funds.

Allan Sherwood is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). Prior to joining Eagle Strategies in 2026, he worked for Edward Jones from 2023 to 2026 and spent nearly two decades in public school roles in Michigan. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management and relationships with a wide range of institutional sponsors.

Renee Giles is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Associates for 24 years before joining Janney in 2018. Giles is also a notary. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of advisory and brokerage services supported by in-house and third-party portfolio management.

Jonathan Melges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2012. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Desie Hardin is a financial advisor with Edward Jones in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining Edward Jones in 2018, Hardin worked at Flagstar Bank for three years. Edward Jones is a full-service wealth management firm serving over four million clients across retail and institutional segments, managing approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices. The firm offers a range of advisory programs and investment solutions under a fiduciary standard, with affiliated capabilities including a trust company and proprietary funds.

Sarah La Fountain is a financial advisor with Edward Jones in Battle Creek, MI. She holds a Series 66 credential and has three years of industry experience. Prior to joining Edward Jones, she worked at Covance Laboratories for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies through a nationwide network of over 23,700 financial advisors.

Robin Reed is a financial advisor at Raymond James & Associates with 45 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined 11 years. Reed holds Series 63 and Series 65 designations. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Carissa Hagen is a financial advisor at Cetera with 24 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Ameriprise Financial Services, and Neuberger Berman BD LLC. In addition to her advisory work, she is involved in divorce planning services through Empower Divorce Consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with options for discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Michael Leifeld is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding a Series 66 designation and eight years of industry experience. He has been with Robert Baird & Co. and JJB Hilliard WL Lyons LLC since 2019. Leifeld serves on the Investment and Finance Committee of the Battle Creek Community Foundation. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of advisory services including financial planning, discretionary and non-discretionary portfolio management, and utilizes a combination of manager-traded and model-traded strategies supported by internal research and ongoing manager monitoring.

Paulette Behan is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. She has worked at LPL Financial since 2019 and previously spent one year at FSC Securities Corp. Behan is also involved with Behan and Company, Ltd., a firm she has been associated with since 1991. Outside of her advisory role, she serves as president of Eastfork Ranch LTD, a business offering equestrian lessons. 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 and third-party asset management, supported by a large network of investment adviser representatives.

Jacob Miller is a financial advisor at Ameriprise with 12 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Ameriprise in 2024, he worked at Edward Jones for 10 years. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and annual advice. The firm’s approach integrates in-house investment research, third-party data, and algorithmic tools, serving clients with specific asset requirements and utilizing an affiliated product ecosystem.

Nathan Smith is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2019, following prior roles at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Raymond James & Associates, Inc. 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 specialized municipal advisory services.

Timothy Bailey is a financial advisor with LPL Financial in Battle Creek, MI, holding a Series 66 credential and 21 years of industry experience. He has worked with firms including Infinex Investments, Essex National Securities, Fifth Third Securities, and The Huntington Investment Company. Outside of his advisory role, Bailey is involved with Honor Credit Union and Credit Union Trust. 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, utilizing both proprietary and third-party investment strategies supported by technology tools, and oversees over $819 billion in discretionary assets.

Jake Zeeb is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has been associated with Cambridge Investment Research in various capacities since 2024. Outside of his advisory role, he is involved with Generations Financial Planning & Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Timothy Hutson is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over two decades at J.J.B. Hilliard, W.L. Lyons and subsequent roles at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research.

Stacy Raymond is a financial advisor with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 66 designations and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jerald Pawlowicz is a financial advisor with LPL Financial in Battle Creek, MI, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2014 and previously held roles at Kellogg Community FCU, Signator Investors, Inc., and Equitable Advisors. Pawlowicz is involved in several health and property insurance agencies as an independent broker and agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and oversight of over $819 billion in discretionary assets.

Karen Reeves is a financial advisor with Edward Jones in Battle Creek, MI, holding a CFP® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 1994. Outside of her advisory role, she works as an announcer for an online radio station and is an investor in a ministry and owner of an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

William Simonds is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Simonds serves as a board member and on the Investment/Finance Committee for Goodwill Industries of Central Michigan's Heartland, Inc. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.