William Simonds is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and having 31 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. since 1997. Simonds serves as a board member and on the Investment/Finance Committee for Goodwill Industries of Central Michigan's Heartland, Inc. The DDK Group at Robert W. Baird & Co.’s Private Wealth Management department serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, and direct-indexing capabilities, supported by internal research and ongoing manager monitoring.

Robert Hurd is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and John Hancock. Hurd serves on the board of the Christian Business Roundtable and the Calhoun County Estate Planners Council, and he is a member of the Exchange Club of Marshall. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios across various asset classes.

Enrique Domeier is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. His career includes roles at Allegiant Wealth Strategies, Commonwealth Financial Network, Ameriprise Financial, and GreenLeaf Trust. Outside of finance, he has worked with In the Zone Tennis Camps. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Evan Hanna is a financial advisor at Thrivent Investment Management with one year of industry experience. Prior to joining Thrivent, he worked for Discount Tire Company and Fedex. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial planning and recommendations across a broad range of topics without portfolio management or institutional advisory services.

Brennan Bennett is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he is a partner in a seasonal fireworks business called Shock and Awe Fireworks, where he contributes to high-level company direction without compensation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide client base, including individuals, institutions, pension plans, and municipalities. The firm offers financial planning and non-discretionary investment consulting supported by diverse portfolio management styles and affiliated research.

Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Timothy Reed is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined total of 11 years. Outside of his advisory role, he co-owns MBT Enterprises LLC, a business involved in managing rental property. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a focus on non-discretionary relationships, supported by various portfolio management styles, affiliated research, and municipal advisory services.

Mark Yatros is a CFP® and ChFC® with 33 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has held prior roles at Ameriprise Financial Services, Inc., Commonwealth Financial Network, and Allegiant Wealth Strategies. Outside of his advisory work, he is involved in divorce planning through Empower Divorce Consulting, which he owns and operates. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to affiliated and third-party money managers.

Michael Wickemeyer is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Comerica Bank, Flagstar Bank, Huntington National Bank, and Best Buy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a national network of more than 23,000 financial advisors.

Christopher Moore is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2018. Prior to that, he was with INVEST Financial Corporation for six years. Moore is also involved in selling non-variable insurance products and has experience managing fixed insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from LPL Research and third-party subadvisors.

Richard Behan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 26 years with FSC Securities Corporation. Outside of financial advising, he serves as vice president of Eastfork Ranch LTD, an equestrian-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Kenneth Morgensai is a CFP® professional at Edward Jones with three years of industry experience. His prior roles include positions at MC Kostrzewa & Co PC, Lifeworks Advisors LLC, and Mercantile Bank of Michigan. He has also worked in educational and community settings, including Central Michigan University and the City of Marshall Recreation Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Tina Perry is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 credential and 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. 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 under management and offers advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Stephen Jenkins is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons, LLC. He is involved in small real estate ventures through CJMJ Properties. The DDK Group, a team within Robert Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning and portfolio management tailored to client goals and risk tolerances.

Kelly Dishaw is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Robert Baird & Co., Hilliard Lyons, and J.J.B. Hilliard, W.L. Lyons, LLC before joining Raymond James in 2019. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jaden Sebring is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Cetera and its related entities, having joined in 2026, following roles at Equitable Advisors, LLC, Quicken Loans, and Lyft. His background includes positions in both financial services and other sectors. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Katie Atkinson is a financial advisor at Edward Jones in Battle Creek, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare and hospitality roles, including positions at HCA and Firekeepers Casino and Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Veronica Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Asaro Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations through a centralized consulting team.

Nathan Parrish is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following eight years at Fifth Third Securities. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.