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.

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.

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.

Jeremy Schaeffer is a financial advisor with Edward Jones in Saint Joseph, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Liaison International for five years and was involved with Ryebelles Restaurant and Bar for fifteen years, as well as Lake Michigan College for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large national network of advisors and branch offices.

Patrick Perfitt is a financial advisor with LPL Financial in Saint Joseph, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he is also a licensed real estate salesperson assisting clients with property sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.

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 with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Inc., United Federal Credit Union, and CUSO Financial Services, Lp. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.