Joshua Jorgensen is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has additional experience with Fifth Third Bank and Ferris State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and customization options.

Madeleine Camilli is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at Advia Credit Union and LPL Financial, primarily in Michigan. Camilli also serves as a notary for Advia Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, Color Street, the City of Portage, and Portage Public Schools. She is also a notary at Consumers 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 financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Marissa Selby Lopez is a Series 66 credentialed financial advisor with Edward Jones, based in Otsego, MI, and has two years of industry experience. Her work history includes multiple roles at Edward Jones since 2023, along with prior experience in education at The University of Northwestern Ohio and Otsego Community Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large national network of advisors and branch offices.

Timothy Knapper is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following prior roles at Wells Fargo Advisors. Outside of his advisory work, he serves as a fiduciary trustee and holds a real estate license. Ameriprise offers a retirement-income planning service targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Robert Kerschbaum III is a CFP® professional with 25 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

Deborah Clark is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Woodbury Financial Services Inc. and Invest Financial Corp. Outside of her advisory role, Clark volunteers on the River Escape HOA board and owns Clearwater Financial Inc., which provides securities, fixed insurance, and tax preparation services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

David Rowe is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for the Kalamazoo County Sheriff's Office for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Andrus is a financial advisor at Edward Jones in Otsego, Michigan, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Aaron Hollister is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Raymond James & Associates, Waddell & Reed, and Morgan Stanley. Outside of advising, he operates a vending machine business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and advanced research tools.

Matthew Kleczynski is a financial advisor at Cambridge Investment Research Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at Securities Service Network, Inc. and Transamerica Financial Advisors. Kleczynski is also the owner of Cornerstone Financial Advisory Corporation, where he operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm employs proprietary model strategies and provides access to multiple platforms and third-party advisers.

Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.

Alayna Oskey is a financial advisor at Edward Jones in Allegan, MI, holding a Series 66 credential with one year of industry experience. Prior to her current role, she has experience working in the hospitality industry, including as a server and bartender at Bud & Stanley's Pub & Grub. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated trust and securities-based lending services.

Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.

William Sanders is a CFP® and ChFC® with 32 years of experience in the financial services industry. He currently works at Cetera, where he has served since 2026. His prior experience includes roles at Commonwealth Financial Network from 2016 to 2026 and Ameriprise from 2010 to 2016. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, ERISA retirement services, and access to a range of third-party managers, managing over $256 billion in assets through more than 10,000 advisors.

Sean Budlong is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is CEO of BW Majestic Financial LLC, operating under the Majestic Financial DBA, and is a partner in a real estate investment LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Kendra Omans is a financial advisor with Raymond James Financial in Plainwell, MI, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Raymond James Financial Services, Edward Jones, and Chemical Bank and Trust. Outside of advisory work, she is involved with Majestic Financial, a support company, and owns a rental property. Raymond James Financial Services Advisors provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through advisory programs and maintaining specialized municipal and retirement plan consulting services.

Emilee Lawrence is a financial advisor with LPL Financial based in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, CUNA Mutual Group, JP Morgan, and PNC. 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 and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Steven Tibbitts is a CFP® professional with 33 years of industry experience, currently associated with LPL Financial since 2026. He previously worked at Commonwealth Financial Network for 21 years and has operated Tibbitts Financial Consulting since 2005. He serves as a board member of the City of Allegan Brownfield Redevelopment Authority. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of clients including individuals, retirement participants, banks, and trust companies.

Gary Buller is a financial advisor with Edward Jones in Allegan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at TTI, Michigan State University, Jackson National Life Insurance, and others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.