Lori Williams is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with two years of industry experience. She has a long history with Edward Jones, spanning from 2007 to the present. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Connor Bauserman is a financial advisor with LPL Financial in Portage, MI, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has nine years of industry experience, including roles at Select Financial Group, Harbour Investments, and Gasaway Investment Advisors. In addition to his advisory work, Bauserman is an independent insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with research and operational tools while overseeing over $819 billion in discretionary assets.

Adam Schutz is a financial advisor with Ameriprise in Kalamazoo, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in the food service industry at Cottage Inn Pizza Corp., Blaze Pizza, and Panera Bread. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate personalized retirement income plans, primarily for clients with assets managed within Ameriprise.

Scott Hewitt is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Hewitt holds a Series 66 designation and is based in Kalamazoo, MI. 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 financial planning services supported by structured discovery processes and firm-approved planning tools.

Tracy Boekeloo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and three years of industry experience. She has worked with Primerica Advisors since 2023 and is also associated with Drake Financial Group. Outside of advisory services, she is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a wrap-fee asset management sponsor and discretionary portfolio manager serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, offering a range of strategic and tactical portfolio models.

Blake Krum is a financial advisor with Raymond James & Associates in Portage, MI, holding a Series 66 designation and six years of industry experience. He previously worked at AVB Inc. from 2016 to 2019 before joining Raymond James & Associates in 2019. Krum serves as a board member at Kalamazoo County State Bank and is involved with the nonprofit Pretty Lake as a board member and finance committee participant. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Robert Peralta is a CFP® professional with 18 years of industry experience, currently advising clients at Charles Schwab. His prior roles include positions at Facet Wealth and Ameriprise Financial Services. Outside of his advisory practice, he assists with an online clothing business and operates a retail reselling business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and extensive research.

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.