James Barber is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Securities America Inc and Berkshire Hathaway HomeServices. He is based in Battle Creek, MI. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal entities, offering brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.

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.

Gary Therrian is a financial advisor with The Huntington Investment Company and holds Series 63, Series 65, and Series 66 designations. He has 35 years of industry experience and has previously worked at firms including Ameriprise Financial Services, Cetera Investment Advisors, and TCF National Bank. Outside of his advisory role, he has officiated high school football, basketball, and lacrosse games since 1981. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers, proprietary models, and Envestnet overlay services.

Allan Sherwood is a CFP® and Series 66 credentialed financial advisor with two years of industry experience. He is currently with Eagle Strategies (NY Life) and previously worked at Edward Jones for three years. Before transitioning full-time to financial advising, he spent over two decades in public education within the Battle Creek and Marshall school systems. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement advisory services. The firm delivers tailored solutions through various program types and operates primarily under a non-discretionary asset management model within an integrated New York Life affiliate structure.

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.

Whitney Crabtree is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise, The Huntington National Bank, and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet platform.

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.

Benjamin Whitaker is a financial advisor at Ameriprise in Richland, MI, holding a Series 66 designation with six years of industry experience. His prior roles include positions at OsborneKlein of Ameriprise and Gentex, as well as employment at Grand Valley State University. He also works with OKL LLC as an associate financial advisor, conducting client meetings and managing relationships. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendation reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.

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 with Cetera, holding Series 65 and 66 credentials and 24 years of industry experience. Her prior work includes roles at Commonwealth Financial Network and Ameriprise Financial Services. She is also 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, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

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 designation and bringing eight years of industry experience. She has worked with LPL Financial since 2019 and previously with FSC Securities Corp, alongside operating Behan and Company, Ltd. since 1991. Outside of her advisory work, she is president of Eastfork Ranch LTD, which provides equestrian lessons. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Jacob Miller is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ameriprise since 2024. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is employed by OKL LLC, which pays the salaried portion of his compensation. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Honor Credit Union, Credit Union Trust, infinex Investments, Inc., and Essex National Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and various portfolio solutions.

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.

Logan Bullard is a financial advisor with Ameriprise in Richland, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Raymond James & Associates Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, algorithm-assisted recommendations through a centralized consulting team.