Julia Sanders is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. She has previously worked at Gasaway Investment Advisors, Inc. and held roles in education at Davenport University and Kalamazoo Valley Community College. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Cory Shaver is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Rose Street Advisors and Summit Pointe. Cory’s background also includes a role at Western Michigan University. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent firms. The firm offers a range of advisory and brokerage services, combining investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio managers and third-party sub-advisors.

Todd Carless is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Harbour Investments since 1994 and was also associated with Burnham & Flower Financial Inc. and Burnham & Flower Agency for over two decades. In addition to his advisory role, Carless is an independent insurance agent specializing in equity indexed annuities. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and a variety of investment platforms. The firm employs a range of investment strategies through individual advisors and approved third-party managers, with ongoing account monitoring and multiple execution options.

Charles Ybema is a financial advisor at F L Putnam Investment Management Co. with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Arcadia Investment Management Corp, Gimbal Capital Management, Morgan Stanley, J.P. Morgan Securities Inc., Banc One Securities Corporation, and Wells Fargo Clearing. Outside of finance, Mr. Ybema manages Lafayette Creamery, a super-premium ice cream production facility and retail shop. F L Putnam serves a diverse client base including individual investors, families, and institutions such as foundations and endowments. The firm provides a range of investment management and advisory services, using a team-based approach that combines internally managed strategies and third-party managers across asset classes, with options for sustainable investing and tax-aware rebalancing.

Sarah Saum is a Series 65 licensed financial advisor with nine years of industry experience. She is currently affiliated with CreativeOne Wealth, LLC and Candor Wealth Strategies, where she serves as a wealth manager. Her prior work includes roles at Trifound Advisory, AE Wealth Management, and Brokers International Financial Services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based core models, third-party model managers, boutique equity managers, and option-based strategies.

Biju Suseelan is a financial advisor with SPC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He worked at LPL Financial, LLC for 23 years before joining Sigma Planning Corporation and Sigma Financial Corporation. His related activities include managing Olympia Wealth Management, a business name under LPL Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other program offerings.

Faith Lamere Richards is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Fifth Third Bank and was employed at Good Earth Cafe before beginning her career in finance. Fifth Third Securities serves a diverse clientele including high-net-worth individuals and institutional clients through various investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio management with tailored client risk profiling and investment options.

Shaun Fischer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at CUSO Financial Services, Consumers Credit Union, and LPL Financial. Fischer is based in Allegan, Michigan. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and third-party strategists to manage investments primarily via mutual funds and ETFs.

Antwan Ward is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, he is an owner of LionLync LLC, a holding company. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Samuel Grusin is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank starting in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Rand Arwady is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds a Series 66 license and has been with PNC Bank since 2014, joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online portfolio strategy available by invitation. The firm utilizes algorithm-driven risk assessment and third-party managers to implement mutual fund and ETF models, with features including annual rebalancing and limited direct client contact.

Jessica Rossana is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Creative Planning since 2017 and previously worked at Zhang Financial and LPL Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Kelly Liebbe is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., bringing 18 years of industry experience. Prior to joining Fifth Third Securities in 2011, Liebbe worked at OSAIC Institutions, Inc., Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of his advisory role, he is involved in photography and assists with online merchandise sales through Take Root Movement, LLC. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets with over 900 advisors.

Kelly Odean is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, LLC and Comerica Securities, Inc. Outside of advisory work, she is involved in independent insurance brokering. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and risk-profile-based solutions.

Kristine Green is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Outside of finance, she owns and designs jewelry for Impressions Jewelry, a business she has operated since 1990 with sales through art museums and stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education focused on asset allocation and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with primarily non-discretionary assets.

Joshua Jorgensen is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with seven years of industry experience. He has been with Fifth Third Securities since 2019 and has additional experience with Fifth Third Bank and Ferris State University. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and customization options.

Jonathan Knight is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and was employed at Copple's Wrecker Service from 2015 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Madeleine Camilli is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at Advia Credit Union and LPL Financial, primarily in Michigan. Camilli also serves as a notary for Advia Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Brian Ailes is a financial advisor with Ameriprise in Kalamazoo, MI, holding CFP®, Series 63, and Series 65 designations and 19 years of industry experience. He previously worked at The Huntington Investment Company for 13 years before joining Ameriprise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and annual retirement planning advice focused on dependable income sources and tax-aware strategies.

Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, Color Street, the City of Portage, and Portage Public Schools. She is also a notary at Consumers Credit Union. 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 financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies.