Courtney Klaassen is a financial advisor with Edward Jones in Richland, MI, holding a Series 66 designation. She has been with Edward Jones since 2017 and has previous experience working at Spiech Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Gregory Chimner is a financial advisor with Ameriprise in Portage, Michigan, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages an independent advisory business through OKL LLC. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations, primarily for clients maintaining assets in Ameriprise-managed accounts.

Paul Carlson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Carlson serves on the Board of Directors for Texas Charter Township and is a deacon at Calvary Bible Church. He is also involved in several business ventures, including ownership of Helping Dreams LLC and a honey production business called Carlson's Colonies. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Matteson is a CFP® certified financial advisor with 40 years of industry experience. He has been with Edward Jones since 1993, serving clients from Kalamazoo, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a network of more than 23,700 financial advisors nationwide.

Melinda Hansen is a financial advisor with Raymond James Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Raymond James Financial Services since 2015, with her current role beginning in 2022. In addition to her advisory work, she serves as a power of attorney for a parent, managing investments, expenses, and taxes on a monthly basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Michael Toner is a financial advisor with Edward Jones in Portage, MI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has additional experience as a self-employed professional starting in 2018. Prior to his financial career, he worked at The Kellogg Company for 22 years. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Patrick Garrett is a financial advisor at Edward Jones in Battle Creek, MI, with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Chase Carlson is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and is based in Kalamazoo, MI. His prior work includes a brief period at Lee's and involvement with The YMCA. 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 written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Annis is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2017. Prior to his financial career, he worked in orthopedic specialists and sports medicine. Outside of his advisory role, Annis is active in community service, serving as Foundation President of the Rotary Club of Marshall, Board Chair for Battle Creek Area Habitat for Humanity, and Treasurer for Mobile Meals of Marshall. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across a wide range of topics, allowing clients to combine planning with managed accounts while keeping the services separate.

Eric Petersen is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 22 years and Robert Baird & Co. for one year before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individual, institutional, pension, charitable, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, leveraging a range of portfolio management styles, affiliated research, and municipal advisory capabilities.

Hannah Barnes is a financial advisor with LPL Financial in Plainwell, MI, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Ameriprise and various small businesses in the automotive and retail sectors. She also provides administrative support to an independent investment advisor firm, Good Life Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Mark Sandmeyer is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Brian Rose is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Ferguson Plumbing, Reinforcement Inc., and involvement with the University of Michigan and First United Methodist Church. Outside of financial advising, he is engaged in custom carpentry through Watermark Building & Custom Carpentry. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Emily Celeski is a financial advisor with Equitable Advisors in Kalamazoo, MI. She holds Series 63 and Series 66 licenses and joined Equitable Advisors in 2026. Prior to her financial advising role, Emily has experience working with Doordash and in self-employment ventures. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual registration as an SEC-registered investment adviser and broker-dealer.

Nicholas Acri is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing five years of industry experience. Prior to his current role, he held positions at Shipt LLC and HUMANeX Ventures, and has been involved in both academic and retail settings. He serves as a volunteer committee member for Rotaract in Kalamazoo and works as a coach and consultant for the Foundation for Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of discretionary and non-discretionary investment platforms and models.

Jeffery Vanderstraaten is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1999 at Merrill and has over two decades of experience. Jeff is a founding partner of the Hekman & VanderStraaten Group and focuses on total wealth management. He provides solutions based on clients' risk tolerance, time horizon, liquidity needs, and investment goals, utilizing a defined process to help clients reach their objectives. Jeff's expertise includes college education planning, employee benefits planning, employee financial health, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. He uses the Investment Personality Assessment developed by Merrill Lynch Wealth Management to better understand clients' investing preferences and customize financial strategies accordingly. He holds a Bachelor's degree and a Master's degree in Finance from Western Michigan University. Jeff has earned several professional designations, including Chartered Financial Consultant (ChFC), Chartered Retirement Plans Specialist (CRPS), Chartered Retirement Planning Counselor (CRPC), Chartered Special Needs Consultant (ChSNC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He serves on the Endowment Committee at his church. Jeff lives in Portage with his wife, Michelle, and their two daughters, Ella and Grace. In his free time, he enjoys basketball, football, ice hockey, music, reading, and spending time with his family.

Randall Verlin is a CFP® professional with 40 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked with multiple entities including Mazzola-Verlin Group, LLC and Kardia Midwest Family Wealth Counseling, LLC. Verlin serves as a committee member of the Western Michigan University Athletic Advisory Board and is involved in tax services and independent insurance activities. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm employs various portfolio management strategies across multiple platforms, combining proprietary and third-party models tailored to client objectives.

Robert Benjamin is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a longstanding affiliation with Roney & Co. since 1998. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide network of advisers.

Timothy Williams is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Investment Services and Robert Baird & Co. He is based in Portage, MI. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, which supports client decision-making without guaranteeing outcomes.

Daniel Coleman is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Edward Jones in Kalamazoo, MI since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.