Daniel Norton is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard WL Lyons LLC and Regal Investment Advisors LLC. Norton also serves as Vice President of Business Networking International, overseeing new membership enrollment and related committee activities. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a mix of manager-traded and model-traded strategies, internal research, and tools to support client advice, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

David Brennan is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including Oxford Financial Group, Ameriprise, and Corporate One Federal Credit Union. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of collaborative, annual planning engagements.

Corey Hansen is a financial advisor with Ameriprise in St. Joseph, MI, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked with the U.S. House of Representatives and held roles at Grace Evangelical Lutheran Church and the World Triathlon Corporation. He serves on the board of directors for the St. Joseph River Yacht Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely algorithm-driven approach tailored by a centralized consulting team.

Nicole Coar is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. Her prior experience includes roles at True Blue Financial, LLC and LPL Financial LLC. She is a notary public in Michigan and provides notary services without fee to clients. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Adam Sill is a financial advisor at LPL Financial in Saint Joseph, MI, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, Inc., United Federal Credit Union, and CUSO Financial Services, LP. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a broad network of investment adviser representatives.

Druvis Moruss is a financial advisor at Edward Jones in St. Joseph, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Whirlpool Corp for 18 years. Outside of his advisory role, he serves as an assistant volleyball coach at Lake Michigan College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brian Smith is a CFP® professional at Edward Jones with 11 years of industry experience, all of which have been with the firm since 2015. He is based in Coloma, MI, and holds a Series 66 license. Brian is a partner in a family LLC involved in wealth-building activities, though investment decisions require majority approval among the members. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory strategies, access to separately managed accounts, and affiliated investment products, operating under a fiduciary standard and maintaining one of the largest retail advisor networks in the industry.

Karla Mc Lean is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in St. Joseph, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Mckee is a financial advisor with LPL Financial in Saint Joseph, MI, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, and Raymond James Financial Services. In addition to his advisory work, he is involved in operating the McKee Investment Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

Sarah Iwaniuk is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and previously worked at Allegis Global Solutions and the Berrien County Trial Court. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, focusing on comprehensive recommendations without discretionary trading authority.

Jonathan Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Elizabeth Beall is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Voya Financial Advisors and JSB Investments. She is also the owner of Clear Harbor Financial Planning and serves as an elected board member of the Wild Dunes Beach Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across multiple program structures.

Michael Ferconio is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension plans, charitable organizations, and government entities. The firm offers financial planning and consulting with a non-discretionary approach, supported by a broad range of portfolio management styles, research, and municipal advisory services.

Ashley Stump is a financial advisor at Stifel with six years of industry experience. She has been with Stifel, Nicolaus & Co., Inc. since 2017 and previously worked at Shinola from 2014 to 2017. She holds a Series 66 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Scott Silcox is a financial advisor with Thrivent Investment Management in Saint Joseph, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Thrivent, he worked at Whirlpool Corporation for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on topics such as retirement, taxes, and estate planning. The firm’s services separate planning from managed accounts, and it does not accept discretionary trading authority for its planning offerings.

Bryan Tutton is a financial advisor with Edward Jones in Saint Joseph, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers both discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

David Keck is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at OneAmerica Securities and American United Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a proprietary investment process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction, offering services such as discretionary portfolio management and fund advisory.

Alan Mckee Jr. is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group offers consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Caleb Wendzel is a financial advisor with Wells Fargo Clearing in St. Joseph, MI, holding Series 63 and Series 66 credentials and having eight years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bankcorp before joining Wells Fargo. Outside of his advisory role, he owns Bainbridge Roots LLC, a business involved in selling produce from a farm. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Phyllis Sarabyn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Home Depot, Pruco Securities, Prudential Insurance Company of America, and CUNA Mutual Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.