George Tatchell is a financial advisor with Stifel in Portage, Michigan, holding a Series 66 license and three years of industry experience. His prior roles include positions at Total Performance Solutions, State Farm Insurance, and Guitar Center. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeanne Case is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Healogics. Outside of her advisory role, she assists with marketing and sourcing items for a small furniture refinishing business owned by her husband. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Matthew Semelbauer is a CFP® certificant affiliated with Edward Jones in Portage, Michigan, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Pleiness is a financial advisor with Ameriprise in Three Rivers, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Beginning July 2024, she will be compensated through Venture59 LLC, where she is also employed as a financial advisor serving a client base. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing assets held in Ameriprise-managed accounts and supported by algorithmic automation overseen by dedicated committees.

Carole Bestervelt is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds the Series 66 designation. She has been with Raymond James & Associates since 1996. 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, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Antoinette Lobaito is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Independent Financial Group. Lobaito also serves as a registered assistant for Amarillo Wealth Management, a DBA used for marketing purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Walters is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at National Planning Corporation for 18 years and held advisory roles at First Allied Advisory Services and First Allied Securities. Outside of advising, he is involved in a boat and condo rental business through Stocks & Blondes LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving a large network of over 22,800 advisors.

Steven Hamacher is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has worked at Avantax Investment Services and 1ST Global Advisors, among other firms, and currently operates Hamacher & Associates PLLC, providing financial planning services. Outside of advising, he owns a payroll company based in Western Michigan. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary investment approaches.

John Fiore is a CFP® and Series 66-licensed financial advisor with Edward Jones in Portage, MI, where he has worked since 2015. He has 10 years of industry experience. There are no other notable business activities reported. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Foster is a financial advisor with Ameriprise in Kalamazoo, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, Foster assists as a videographer for a wedding videography business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and adaptive withdrawal advice, with a centralized consulting team supporting advisors like Foster in delivering these services.

Mark Slager is a CFP® professional with 13 years of experience in the financial services industry, all of which have been with Edward Jones. He holds a Series 66 license and is based in Bloomingdale, MI. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Zachary Alkhamis is a financial advisor at LPL Financial in Portage, MI, holding a Series 66 designation with 11 years of industry experience. He has been with LPL Financial since 2015 and operates several business entities related to retirement wealth management under the LPL umbrella. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party subadvisors.

Shane Winkelmann is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments and PNC Bank. Outside of his advisory role, he is employed by OKL LLC, which pays the salaried portion of his compensation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver non-discretionary retirement advice.

Brendan Lowry is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Merrill and PNC Bank NA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mai Elkantar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Wells Fargo in 2024, Mai worked at Morgan Stanley for nine years. Outside of advisory work, Mai is involved in real estate ownership and management activities. 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 follows an IPS-driven process grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caitlin Larabel is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Perrigo and Trident Laboratories. She also operates Loc Financial Planning Group, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and institutional consulting.

Markley Drake Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2017 and leads Drake Financial Group since 2020. Drake also served in the U.S. Army from 2012 to 2018. Outside of his advisory role, he owns Oakgrove Custom Furniture and operates an Amazon online store through Drake Holding Company LLC. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Daniel Hartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Martha Ireland is a Series 66-licensed financial advisor with Edward Jones, based in Kalamazoo, MI. She has been with the firm since 2014, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. It manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Samuel Henley V is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.