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 at Cambridge Investment Research Advisors with a Series 66 designation and four years of industry experience. He has held positions at Cambridge Investment Research, Beckwith Financial Services, and Pfizer. Outside of his advisory roles, he is involved with a business called Chinn Chinn, which he has been associated with since 2013. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jeffrey Sovern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

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.

Ashley Hare is a CFP® credentialed financial advisor with OSAIC Wealth Inc, bringing one year of industry experience. Prior to joining OSAIC, she worked at Clearwater Financial, part of the OSAIC network, for six years. Outside of advisory work, she has experience preparing federal and state tax returns and has been involved in fixed insurance sales. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment strategies through an extensive affiliate network.

Daniel Pirbhai is a Financial Advisor at Merrill Lynch Wealth Management. As a second-generation Financial Advisor, he brings inherited knowledge from decades of experience to his practice. He works closely with clients to understand their financial situations and develop tailored strategies. Daniel specializes in equity compensation services, family wealth management strategies, legacy planning, managing new wealth, portfolio management services, tax minimization, and retirement income. He utilizes a team approach alongside other members of Pirbhai and Associates, leveraging over 50 years of combined experience and Merrill Lynch's resources to address a wide range of financial challenges and improve clients' financial outlooks. He holds a Bachelor's Degree from Colorado State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Daniel enjoys camping, football, golfing, hiking, photography, pickleball, skiing, spending time with his family, traveling, and watching movies.

Sarah Herwick is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2026 and previously spent nine years at Commonwealth Financial Network. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment program structures and third-party managers.

Christopher Moffat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at Bronson Healthcare Group from 2015 to 2019. Outside of his advisory role, he holds ownership interests in music royalty businesses associated with BMI Music and Universal Music Group. 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’s advisory process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Debra Vandervest is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Manpower/Experis for 19 years before joining Primerica Financial Services and Primerica Advisors. Outside of her advisory role, she is involved in managing short-term vacation rental businesses and serves as an executor of an estate. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through Pershing and BNY Mellon Advisors.

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he held roles at Manpower, Perrigo, and several healthcare-related organizations. He also serves as a varsity basketball coach at Bloomingdale Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gregory Feltner is a financial advisor at Edward Jones in Portage, MI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved with BluFin Payment Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the country.

Fouad Zeaiter is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Novaria is a financial advisor with Ameriprise Financial Services in Portage, Michigan, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

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.

Max Mc Guire is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, Mc Guire worked in various roles including positions in education and retail. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support investment decisions.

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.