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 with LPL Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Sigma Financial Corporation, Cetera Advisors, and Plains Cooperative Telephone Association. She is also involved in tax preparation and accounting services alongside her advisory work. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Lawrence Mjovig is a financial advisor with LPL Financial in Kalamazoo, Michigan, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Linsco Private Ledger Corp since 2001. Additionally, he is an independent insurance agent specializing in fixed products. 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, and institutional platforms, supported by a large network of advisors and advanced operational tools.

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 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 designations and five years of industry experience. Her prior roles include positions at Oppenheimer & Co. and Securian Financial Advisors. Before entering the financial industry, she worked at the Veteran Affairs Medical Center for three years. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a range of third-party advisory models and offers ERISA fiduciary services through credentialed Investment Adviser Representatives.

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.