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.

Glen Kellam is a financial advisor with LPL Financial based in Kalamazoo, MI, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes positions at Cuso Financial Services, Consumers Credit Union, Cetera Advisors LLC, and his own firm, Kellam Financial Planning, Inc. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

David Grall is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2011, including 11 years at Morgan Stanley Private Bank, National Association. Prior to that, he spent one year at Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and customized financial planning, managing approximately $2.74 trillion in client assets.

Timothy Dally is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a director and officer of a family-owned tire and auto service business in Coldwater, Michigan. Robert Baird & Co. serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, research tools, and tax-management strategies.

Bruce Bos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also works as an independent insurance agent selling life, long-term care, and fixed annuity products. Additionally, he is employed as a title examiner at Lighthouse Title Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Daniel Graham is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Ameriprise in 2005, he worked at Eli Lilly & Co starting in 1987. He is also involved in managing a partnership that covers expenses related to real estate and financial planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and offers a wide range of advisory, brokerage, and insurance solutions.

Harold Caldwell II is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at PFS Investments Inc. and Zolman, with ongoing service at Primerica Financial Services since 2006. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Ginger Titus is a CFP® and Series 66-registered financial advisor with Edward Jones in Otsego, MI, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Timber Ridge Ski Area and Moore Electrical Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jamie Phillips is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Phillips leases farmland and is involved with agricultural ventures in Vicksburg, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles and extensive research resources.

Daniel Ingles is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients and their families to identify and pursue meaningful financial goals through personalized wealth management strategies. Daniel assists clients in anticipating and managing major life transitions, such as business sales and retirement, while also addressing ongoing priorities like education planning and philanthropic endeavors. Daniel has been in the financial services industry since 2013 and joined Merrill Lynch Wealth Management in 2016. Prior to his financial career, he served six years in the United States Military. He holds a Bachelor of Science in Business Administration with a concentration in Personal Financial Planning from Central Michigan University, where he graduated with high honors. Daniel is a CERTIFIED FINANCIAL PLANNER™ (CFP), a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and a Personal Investment Advisor (PIA). He is committed to adhering to a disciplined financial planning process to help clients pursue their long-term goals. In alignment with the Merrill tradition, Daniel dedicates time to volunteering in the communities he serves. His client focus areas include education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, liquidity management, retirement planning, portfolio management, and tax minimization.

Ryan Cahill is a CFP®, CFA®-designated financial advisor with 16 years of industry experience. He is currently with Edelman Financial Engines and was previously the principal at Cahill Wealth Management, LLC for 18 years. He is also a managing member of an office property rental entity in Portage, MI. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions and planner-led wealth management that combines proprietary modeling with online tools.

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 in Kalamazoo, MI, holding Series 66 and Series 63 licenses with five years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and PNC Bank. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and utilizing structured planning tools and firm-approved methodologies.

Aaron Puff is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 22 years of industry experience. His prior roles include positions at Cetera, Omni Community Credit Union, and Fifth Third Securities. He is also the sole owner of The Awareness Group, which provides marketing and promotional services for an auto racing team. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment options, including model portfolios and third-party asset management, supported by technology tools and a broad platform that includes insurance and credit services.

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.