Tina Perry is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 credential and 18 years of industry experience. She has been with Edward Jones since 2007. 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 solutions supported by a large nationwide network of advisors and branch offices.

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. 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 under management and offers advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Stephen Jenkins is a financial advisor at Robert Baird & Co. in Battle Creek, MI, holding a Series 66 designation with 12 years of industry experience. He has worked at Robert Baird & Co. since 2019 and previously spent five years at J.J.B. Hilliard, W.L. Lyons, LLC. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves high net worth individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services that include manager-traded and model-traded strategies, tax management, and ongoing investment research supported by internal tools and strategic partnerships.

Tyler Griggs is a financial advisor at LPL Financial in Battle Creek, MI, holding a Series 66 designation with less than one year of industry experience. His prior roles include positions at Kellogg Community Credit Union, LVM Capital Management, and several service and educational organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and retirement advice through a large network of representatives serving individuals and institutions. The firm offers a range of advisory platforms, including model portfolios and third-party management, supported by advanced operational tools.

Kelly Dishaw is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Robert Baird & Co., Hilliard Lyons, and J.J.B. Hilliard, W.L. Lyons, LLC before joining Raymond James in 2019. Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jaden Sebring is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Cetera and its related entities, having joined in 2026, following roles at Equitable Advisors, LLC, Quicken Loans, and Lyft. His background includes positions in both financial services and other sectors. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Katie Atkinson is a financial advisor at Edward Jones in Battle Creek, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare and hospitality roles, including positions at HCA and Firekeepers Casino and Hotel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Veronica Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Asaro Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations through a centralized consulting team.

Nathan Parrish is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following eight years at Fifth Third Securities. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Seanna Fields is a financial advisor with Raymond James & Associates in Springfield, MI, holding the Series 66 designation and bringing 18 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and J.J.B. Hilliard, W.L. Lyons, LLC for 6 years. Outside of her advisory role, she assists with checkwriting for her spouse’s business, Fields Electric, LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing multiple portfolio management styles supported by affiliated research and model managers.

Pamela Wesley is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 15 years of industry experience. She previously worked at Cambridge Investment Research Advisors before joining Ameriprise in 2016. In addition to her role at Ameriprise, she is associated with Oakridge Advisors of Battle Creek as a financial advisor. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers tailored retirement-income planning advice with a focus on dependable income and tax-aware withdrawal strategies.

Duane Corts is a CFP®-certified financial advisor with Edward Jones in Springfield, MI, where he has worked since 2008. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Courtney Klaassen is a financial advisor at Edward Jones with nine years of industry experience, holding a Series 66 designation. Prior to joining Edward Jones in 2017, Klaassen worked for Spiech Farms from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Patrick Garrett is a financial advisor at Edward Jones in Battle Creek, MI, with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

William Annis is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience and previously worked in orthopedic specialties and sports medicine. Outside of his advisory role, Mr. Annis is actively involved in community organizations, serving as Foundation President for the Rotary Club of Marshall, Board Chair of Battle Creek Area Habitat for Humanity, and Treasurer for Mobile Meals of Marshall. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with managed-account services under a consolidated billing option, emphasizing periodic plan reviews and advisor-delivered updates.

Eric Petersen is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 22 years and Robert Baird & Co. for one year before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individual, institutional, pension, charitable, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, leveraging a range of portfolio management styles, affiliated research, and municipal advisory capabilities.

Nicholas Acri is a CFP® certificant with five years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors. His career includes roles at Cambridge Investment Research, Shipt LLC, and Western Michigan University. Outside of his advisory work, he volunteers as a committee member with the Rotaract club in Kalamazoo and acts as a coach and consultant for the Foundation for Financial Planning. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and multiple custodial platforms.

Timothy Dally is a financial advisor at Robert Baird & Co. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019. Prior to that, he spent over two decades at J.J.B. Hilliard, W.L. Lyons, Inc. Outside of his advisory role, he serves as a director and officer of a family-owned tire and auto service business in Coldwater, Michigan. Robert Baird & Co. serves a diverse client base including individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and custody and brokerage services, supported by ongoing manager selection, research tools, and tax-management strategies.

Daniel Graham is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Ameriprise in 2005, he worked at Eli Lilly & Co starting in 1987. He is also involved in managing a partnership that covers expenses related to real estate and financial planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and offers a wide range of advisory, brokerage, and insurance solutions.

Stacy Clark is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Clark serves as a trustee and fundraising chair on a nonprofit board in Richland, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.