Christopher Moffat is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at Bronson Healthcare Group from 2015 to 2019. Outside of his advisory role, he holds ownership interests in music royalty businesses associated with BMI Music and Universal Music Group. 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’s advisory process is driven by investment policy statements and modern portfolio theory, serving as an ERISA fiduciary and including a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Loren Rex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Battle Creek and participates on the City of Battle Creek Bicycle Advisory Committee as well as a local homeowners association board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Debra Vandervest is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. She previously worked at Manpower/Experis for 19 years before joining Primerica Financial Services and Primerica Advisors. Outside of her advisory role, she is involved in managing short-term vacation rental businesses and serves as an executor of an estate. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports account custody and trade execution through Pershing and BNY Mellon Advisors.

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he held roles at Manpower, Perrigo, and several healthcare-related organizations. He also serves as a varsity basketball coach at Bloomingdale Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Gregory Feltner is a financial advisor at Edward Jones in Portage, MI, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved with BluFin Payment Solutions. 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 solutions supported by a large network of financial advisors and branch offices across the country.

Fouad Zeaiter is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. 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 non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

James Novaria is a financial advisor with Ameriprise Financial Services in Portage, Michigan, holding Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Wells Fargo Clearing and Prudential Equity Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services focused on dependable income sources and tax-aware withdrawal strategies.

George Tatchell is a financial advisor with Stifel in Portage, Michigan, holding a Series 66 license and three years of industry experience. His prior roles include positions at Total Performance Solutions, State Farm Insurance, and Guitar Center. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeanne Case is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Healogics. Outside of her advisory role, she assists with marketing and sourcing items for a small furniture refinishing business owned by her husband. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Max Mc Guire is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, Mc Guire worked in various roles including positions in education and retail. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support investment decisions.

Matthew Semelbauer is a CFP® certificant affiliated with Edward Jones in Portage, Michigan, with 11 years of industry experience. He has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lisa Pleiness is a financial advisor with Ameriprise in Three Rivers, Michigan, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Beginning July 2024, she will be compensated through Venture59 LLC, where she is also employed as a financial advisor serving a client base. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations, emphasizing assets held in Ameriprise-managed accounts and supported by algorithmic automation overseen by dedicated committees.

Carole Bestervelt is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Antoinette Lobaito is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Independent Financial Group. Lobaito also serves as a registered assistant for Amarillo Wealth Management, a DBA used for marketing purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

Michael Walters is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2018. Prior to joining LPL, he worked at National Planning Corporation for 18 years and held advisory roles at First Allied Advisory Services and First Allied Securities. Outside of advising, he is involved in a boat and condo rental business through Stocks & Blondes LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by proprietary research and technology, serving a large network of over 22,800 advisors.

John Fiore is a CFP® and Series 66-licensed financial advisor with Edward Jones in Portage, MI, where he has worked since 2015. He has 10 years of industry experience. There are no other notable business activities reported. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Grant Petersen is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Raymond James & Associates since 2022 and multiple positions at Western Michigan University and Pennfield Schools. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, pension plans, and charities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Whitney Crabtree is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Before joining Ameriprise, Whitney worked at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

David Foster is a financial advisor with Ameriprise in Kalamazoo, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, Foster assists as a videographer for a wedding videography business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and adaptive withdrawal advice, with a centralized consulting team supporting advisors like Foster in delivering these services.

Zachary Alkhamis is a financial advisor at LPL Financial in Portage, MI, holding a Series 66 designation with 11 years of industry experience. He has been with LPL Financial since 2015 and operates several business entities related to retirement wealth management under the LPL umbrella. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a broad range of financial planning and investment management services, utilizing both proprietary model portfolios and third-party subadvisors.