John Medaris is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018, and previously worked at Signator Investors, Inc. Medaris also serves as president of Medaris Financial Management, Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals.

Michael Kinney is a Series 66 licensed advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tyler Streu is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Thrivent Financial, Siena Heights University, and Duffield and Pastrick Family Funeral Home. Outside of his financial advisory role, he serves as Vice-Chairman of Salem Lutheran Church and Vice President of the Paw Paw Lake Rotary Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but does not provide portfolio management for institutional clients.

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. 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 a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Jennifer Burkholder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her career includes roles at CUNA Mutual Group, CUNA Brokerage Services, J.J.B. Hilliard, W.L. Lyons, and Primerica Financial Services. She is also the owner of Ceaser's Pools Inc., a non-investment-related business in Stevensville, Michigan. 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 services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional and individual clients.

Hannah Mc Grath is a financial advisor with Ameriprise in Saint Joseph, MI, holding Series 65 and Series 63 licenses and with 11 years of industry experience. She has worked at Ameriprise since 2017 and previously was with Plante Moran Financial Advisors. Outside of her advisory role, she has involvement in real estate ownership unrelated to her investment activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients and offers a Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice. The firm’s approach includes collaboration between a centralized service team and financial advisors, employing research and algorithmic tools within a defined investment universe that incorporates affiliated product options.

Thomas Barnes II is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Triad Advisors, Inc. for eight years. Barnes is also involved with Agents Marketing Group Inc., where he markets life and disability insurance products, and he serves as an investment representative with Parable Financial Network assisting clients with their investment and insurance needs. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a wide network of advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction using various investment products and third-party money managers.

Brian Dillman is a financial advisor with Raymond James & Associates in Saint Joseph, Michigan, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 2013 and with affiliated Raymond James entities since 2018. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. 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 and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Brian Mac Gregor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at McLane and Martin Brower, and spent sixteen years at Walmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Dathan Lumpkins is a financial advisor with Wells Fargo Advisors in St. Joseph, MI, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Wells Fargo Advisors in 2018. Outside of his advisory work, Lumpkins is involved as a life coach focused on midlife phase fulfillment and serves on the finance committee for the Southwest Michigan Land Conservancy. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools. The firm offers a broad range of planning services for clients meeting certain net-worth thresholds, including specialized areas such as business-owner transition and special-needs planning.

David Mc Nabb is a CFP® and holds a Series 66 designation, currently serving as a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at The Tire Rack, TR Wholesale Solutions from 2009 to 2018. Outside of his advisory role, he assists with mechanical work, seasonal setup, and scheduling at a family-owned seasonal ice cream parlor in Bridgman, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Lisa Hammett is a financial advisor with Edward Jones in St. Joseph, MI, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at LPL Financial, United Federal Credit Union, and Ashford University, as well as eight years of service in the United States Air Force. 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 more than 23,000 financial advisors and 15,000 branch offices.

Douglas Wall is a financial advisor at Edward Jones in Bridgman, MI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he owns and maintains several residential rental properties in Crystal Lake, IL. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices across the United States.

Stephen Dirnberger is a financial advisor at Ameriprise with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1997. Dirnberger is based in Stevensville, Michigan. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement advice through a centralized consulting team.

Brad Woods is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has been with Cambridge since 2017 and previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and CUSO Financial Services. Outside of his advisory role, Woods serves as president of Woods Financial Services LLC, where he operates as an independent insurance agent. 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 advisory services through a broad network of independent professionals and employs a variety of investment strategies and platform arrangements tailored to client objectives.

Rebecca Brown is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2004. She has 22 years of experience in the financial industry and is based in Niles, 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 provides a range of investment strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Kristine Van Der Kamp is a Series 66 credentialed financial advisor with Edward Jones in Stevensville, MI, holding eight years of industry experience. She has been with Edward Jones since 2009, working continuously in various capacities within the firm. 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 wide range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices nationwide.

Jesus Martinez Garcia is a Series 66-licensed financial advisor with six years of industry experience. He has worked primarily with Fidelity Investments since 2021, with prior roles at Ameriprise and TD Ameritrade. Outside of finance, he has experience working in the restaurant industry. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Brian Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Ameriprise since 2015 and is currently based in Stevensville, MI. Outside of his advisory role, Lee volunteers as a youth hockey coach and occasionally coaches hockey camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.