Tracy Kendrick is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing Services and Morgan Stanley. Kendrick served on the board of Spring Vale Christian School for 14 years. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Adam Heinlein is a CFP® and ChFC® with 40 years of industry experience. He is currently with Cambridge Investment Research Advisors and has worked previously at Regulus, LLC, Regal Investment Advisors LLC, and American Portfolios Advisors, Inc. Outside of his advisory role, Heinlein serves as chairman of the board of Crosswater Canyon, Inc. and is president of Lutheran Financial Services, Inc. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm operates through thousands of financial professionals and offers access to multiple platforms, custodians, and proprietary model strategies.

Andrew Archer is a Series 66 licensed financial advisor with Edward Jones in Grand Ledge, MI, where he has worked since 2015, accumulating 11 years of industry experience. Outside of his advisory role, he owns a commercial real estate business, Weathertop Commercial Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Saundra Howard is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Cetera and IB Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Joseph Taunt is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with Cambridge Investment Research Advisors since 2024 and previously worked at Regulus, LLC, Regal Investment Advisors, and Regal Financial Group LLC. Outside of his advisory work, he serves as treasurer of the Muskegon Yacht Club and the Lake Michigan Sail Racing Federation and is a board member of the J/35 Class Association. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Barbara Gill is a financial advisor at LPL Financial with 39 years of industry experience. She holds the ChFC® and Series 63 designations and previously worked at MML Investors Services Inc and Massachusetts Mutual Life Insurance Company from 1987 to 2022. Outside of her advisory role, she is involved in insurance sales. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Wall is a financial advisor at Fidelity with 12 years of industry experience. He previously worked at Charles Schwab and Charles Schwab Bank. Outside of his advisory work, he serves as Deputy Grand Knight for the Knights of Columbus Council #944, participating in charitable activities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also offers advisory services to registered investment companies and uses systematic methodologies including AI in its investment process.

Robert Diekema is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Waddell and Reed Inc and Jesse Langschied. He is based in Ionia, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Martin Moore is a financial advisor with LPL Financial in Portland, MI, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory work, he manages a tree farm in Six Lakes, MI. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory services and investment strategies, supported by a large network of advisors and extensive operational tools.

Kory Blastic is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He holds the Series 66 designation and is based in Portland, 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 offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Albert Tynes is a financial advisor with LPL Financial in Lansing, MI, holding Series 63 and Series 66 licenses and 22 years of industry experience. His previous roles include positions at Waddell & Reed, Inc, Accrescent Tax Solutions, SPC, and Ameriprise. Outside of advising, he has been involved with Accrescent Tax Solutions, providing tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by various advisory platforms and tools.