Jennifer Burkholder is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and over 20 years of industry experience. Her career includes roles at CUNA Mutual Group, J.J.B. Hilliard, W.L. Lyons, and Primerica Financial Services. Outside of advisory work, she is a business owner of Ceaser's Pools Inc. in Stevensville, MI. 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 wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Hannah Mc Grath is a financial advisor with Ameriprise in Saint Joseph, MI, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Ameriprise since 2017 and previously spent two years with Plante Moran Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

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.

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.

David Hawkins is a financial advisor at Ameriprise with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at The Huntington Investment Company and Cetera. Outside of advising, he is involved in real estate activities including property management, appraising, and building renovations through his business, D&H Rentals LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focusing on written recommendations and ongoing retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Rebecca Brown is a financial advisor at Edward Jones with 14 years of industry experience. She holds the CFP® designation and Series 66 license. Brown has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies with a fiduciary standard of care.

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.

Michael Wyble is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard W.L. Lyons and Raymond James Financial Services. Outside of his advisory work, he is a morning radio co-host on WSJM. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Loren Cunnington is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial, Allstate Insurance, Wells Fargo Clearing, and Credit Union Trust. Loren is currently affiliated with Honor Credit Union alongside his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options including model portfolios, third-party managers, and customized strategies.

Brian Campbell is a financial advisor with Edward Jones in St Joseph, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he owned and managed Fusion Athletics, a health and fitness business, and served ten years with the Benton Charter Township Police Department. He is also a board member of Senior Nutrition Services Region IV, participating in finance committee activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jay Meeth is a financial advisor with Cetera in St. Joseph, MI, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Boston Scientific and Nevro Inc. He serves as the Director of Coaching and a board member for the Southwest Michigan Soccer Club, a nonprofit youth soccer organization. Cetera is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients through diverse portfolio management and financial planning services. The firm offers a multi-manager platform with various program options and oversees more than $256 billion in assets.