Jake Zeeb is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has one year of industry experience and has been associated with Cambridge Investment Research in various capacities since 2024. Outside of his advisory role, he is involved with Generations Financial Planning & Wealth Management. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using a range of portfolio management and model-based solutions.

Timothy Hutson is a financial advisor at Raymond James & Associates with 35 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over two decades at J.J.B. Hilliard, W.L. Lyons and subsequent roles at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons. Raymond James & Associates manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a variety of portfolio management styles and affiliated research.

Logan Bullard is a financial advisor with Ameriprise in Richland, MI, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and Raymond James & Associates Inc. since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, algorithm-assisted recommendations through a centralized consulting team.

Stacy Raymond is a financial advisor with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 66 designations and having 27 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Jason Klein is a financial advisor with Ameriprise in Richland, MI, holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Klein owns and manages several business ventures, including a marketing consulting firm and various real estate and property management entities. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written Recommendation Reports and annual reviews that focus on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Jerald Pawlowicz is a financial advisor with LPL Financial in Battle Creek, MI, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial and Kellogg Community FCU since 2014. Pawlowicz is also involved in several insurance-related activities, including roles as an independent broker and agent for non-variable insurance, and as a health insurance broker. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Karen Reeves is a financial advisor with Edward Jones in Battle Creek, MI, holding a CFP® designation and Series 63 and 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 1994. Outside of her advisory role, she works as an announcer for an online radio station and is an investor in a ministry and owner of an LLC. 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 network of financial advisors and branch offices.

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.

Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.

Lori Nay is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. She holds a Series 66 license and is based in Richland, MI. Outside of her advisory role, she owns a real estate rental business, Inovar LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

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.