Daniel Hartley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Martha Ireland is a Series 66-licensed financial advisor with Edward Jones, based in Kalamazoo, MI. She has been with the firm since 2014, accumulating 12 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. It manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Samuel Henley V is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, J.P. Morgan Securities, and Hantz Financial, as well as work during his time at Michigan State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing advice focused on retirement income planning, employing proprietary research and algorithmic tools within a framework that includes Ameriprise-managed assets and affiliated investment products.

Morgan Yaw is a CFP® professional with eight years of industry experience, currently working at Edward Jones in Plainwell, MI. He has held positions at Edward Jones since 2015 and previously worked in human resources at Michigan State University. 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 programs and investment strategies, operating under a fiduciary standard.

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, and has nine years of industry experience. His prior roles include positions at Select Financial Group, Harbour Investments, and Gasaway Investment Advisors. Additionally, he is an independent insurance agent with involvement in equity indexed annuities. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

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 65 and Series 63 credentials and three years of industry experience. She has worked at Primerica Advisors since 2023 and previously spent nine years at Wiser Financial Group. Outside of advisory work, Boekeloo is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors is a large-scale firm primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and provides custody and trading support through Pershing.

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 positions at Cambridge Investment Research Advisors and Flagstar Bank. Cambridge Investment Research Advisors is a large SEC-registered firm offering financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides a range of investment solutions through independent Financial Professionals, including proprietary and third-party model strategies, using various custody and platform arrangements tailored to client objectives.

Isaac Yates is a financial advisor with LPL Financial based in Kalamazoo, MI. He holds a Series 66 designation and has recently begun his career in the industry, having joined LPL Financial in 2025. Prior to this, he has held various roles in sectors including credit unions, retail, and university services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, employing both discretionary and non-discretionary management supported by model portfolios and research.

Jake Keller is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation. He has one year of industry experience, beginning his career at Edward Jones in 2025. Prior to entering the financial advisory field, Keller worked in various roles including positions at Gallagher Uniform Associates and Alliance Beverage Distribution. 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 investment strategies and services through a large national network of advisors and branch offices.

Jerome Kessenich is a CFP® with 44 years of industry experience, currently serving as a financial advisor with OSAIC since 2024. He previously worked with Securities America Advisors for 24 years. In addition to his advisory role, he owns JK Financial Services Inc., through which he prepares income tax returns. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to construct portfolios that include multiple asset types, offering both discretionary and non-discretionary management options.