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Gary B

Series 66

Allegan, MI

Edward Jones

Gary Buller is a financial advisor with Edward Jones in Allegan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at TTI, Michigan State University, Jackson National Life Insurance, and others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Liquidity event planning Business exit / sale strategy General estate planning guidance Executive
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Melisa L

Series 66

Allegan, MI

Edward Jones

Melisa Lautenschleger is a Series 66-licensed financial advisor with eight years of industry experience. She is affiliated with Edward Jones in Allegan, MI. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Hannah B

Series 66

Plainwell, MI

LPL Financial

Hannah Barnes is a financial advisor with LPL Financial in Plainwell, MI, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Ameriprise and various small businesses in the automotive and retail sectors. She also provides administrative support to an independent investment advisor firm, Good Life Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Glen K

Series 63, Series 65

Kalamazoo, MI

LPL Financial

Glen Kellam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at CUSO Financial Services and Consumers Credit Union for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Ginger T

CFP®, Series 66

Otsego, MI

Edward Jones

Ginger Titus is a CFP® and Series 66-registered financial advisor with Edward Jones in Otsego, MI, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Timber Ridge Ski Area and Moore Electrical Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Divorce financial planning Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy Founder/Business Owner
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Stacy C

Series 63, Series 66

Richland, MI

Ameriprise

Stacy Clark is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Clark serves as a trustee and fundraising chair on a nonprofit board in Richland, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Clayton S

CFP®, Series 66

Allegan, MI

Edward Jones

Clayton Schauss is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He is based in Allegan, MI. Outside of his advisory role, he is a co-owner of a vacation rental property in Traverse City, MI. 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 strategies supported by a nationwide network of approximately 23,701 financial advisors.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
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Leon B

CFP®, Series 66

Kalamazaoo, MI

Raymond James Financial

Leon Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2021. Outside of his advisory role, Bennett is a silent investor in a soft-serve ice cream business and manages a rental property with five units. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ashley H

CFP®, Series 66

Plainwell, MI

OSAIC

Ashley Hare is a CFP® professional with one year of industry experience, currently affiliated with OSAIC Wealth Inc. She previously worked at Clearwater Financial, part of OSAIC Wealth, from 2018 to 2024 and has experience in tax preparation and fixed insurance sales. Hare also held a position at Captain Boom Fireworks in 2018. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew G

Series 66

Otsego, MI

Edward Jones

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and six years of industry experience. He has worked with Edward Jones since 2019 and previously held roles in staffing and healthcare settings. Outside of his advisory work, Goodwin is involved in coaching high school basketball at Bloomingdale Public Schools. 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 a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Max M

Series 66

Plainwell, MI

Raymond James Financial

Max Mc Guire is a financial advisor with Raymond James Financial in Plainwell, MI. He holds a Series 66 license and has been with Raymond James Financial since 2024. Prior to his advisory role, he worked in various positions including roles at Western Michigan University and Kalamazoo Valley Community College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and technology, and maintains specialized programs for municipal finance and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Robert M

Series 63, Series 66

Allegan, MI

Edward Jones

Robert Marciniak is a financial advisor with Edward Jones in Allegan, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as Vice President and Trustee of the Allegan County Community Foundation, assisting with business planning and fundraising for the local foundation. 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, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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David F

Series 66

Kalamazoo, MI

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mark S

CFP®, Series 66

Bloomingdale, MI

Edward Jones

Mark Slager is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Liquidity event planning Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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Morgan Y

CFP®, Series 66

Plainwell, MI

Edward Jones

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.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Renae M

Series 66

Allegan, MI

Edward Jones

Renae Morrie is a Series 66-licensed financial advisor with Edward Jones, based in Allegan, MI, and has two years of industry experience. She has worked with Edward Jones since 2007, initially in a prior role and currently in her advisory position since 2024. 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 through a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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