Jacob Tiller is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His work history includes roles at Cambridge Investment Research and Flagstar Bank. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, custodians, and proprietary model strategies.

Isaac Yates is a financial advisor with LPL Financial in Kalamazoo, MI, holding a Series 66 credential and one year of industry experience. Prior work includes roles at Consumers Credit Union and various positions in retail and university settings. 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 financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jake Keller is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Gallagher Uniform Associates for four years and has experience in diverse roles including positions at Alliance Beverage Distribution and Sluggers Sports Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Jerome Kessenich is a CFP® with 44 years of industry experience. He is currently with Osaic and has previously worked at Securities America Advisors for 24 years. Outside of advisory work, he owns JK Financial Services Inc., which prepares income tax returns. Osaic Wealth serves a diverse client base, including retail investors, institutional clients, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes a model-based investment process with portfolio optimization tools and supports a variety of account types and third-party investment programs.