Shane Winkelmann is a financial advisor at Ameriprise with 16 years of industry experience. He holds a Series 66 designation and previously worked at PNC Investments and PNC Bank. Outside of his advisory role, he is employed by OKL LLC, which pays the salaried portion of his compensation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement, generally with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver non-discretionary retirement advice.

Brendan Lowry is a financial advisor with Ameriprise in Portage, MI, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Merrill and PNC Bank NA. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Mai Elkantar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining Wells Fargo in 2024, Mai worked at Morgan Stanley for nine years. Outside of advisory work, Mai is involved in real estate ownership and management activities. 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 follows an IPS-driven process grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Caitlin Larabel is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Perrigo and Trident Laboratories. She also operates Loc Financial Planning Group, a non-investment-related business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm provides tailored, non-discretionary planning using analytical tools and supports a range of advisory programs and institutional consulting.

Markley Drake Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2017 and leads Drake Financial Group since 2020. Drake also served in the U.S. Army from 2012 to 2018. Outside of his advisory role, he owns Oakgrove Custom Furniture and operates an Amazon online store through Drake Holding Company LLC. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

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 licenses and three years of industry experience. Prior to joining Ameriprise in 2025, he worked at JP Morgan Chase Bank and J.P. Morgan Securities LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Cal Stearns is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning his industry career in 2026. His background includes roles in sports information and mentorship at Albion College, as well as involvement with a minor league baseball team and local business ventures. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a wide network of advisers. The firm utilizes both proprietary and third-party investment programs, with a focus on matching clients to model portfolios and offering ERISA fiduciary services for qualified plans.

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 at LPL Financial with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Select Financial Group, Harbour Investments, and Gasaway Investment Advisors. Additionally, he operates as an Independent Insurance Agent, which may involve Equity Indexed Annuities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

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 at Primerica Advisors in Portage, MI, with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wiser Financial Group and Drake Financial Group. Outside of advisory activities, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and focuses primarily on individual investors rather than institutional clients.

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 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. 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.