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.

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.

Aaron Puff is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 22 years of industry experience. His prior roles include positions at Cetera, Omni Community Credit Union, and Fifth Third Securities. He is also the sole owner of The Awareness Group, which provides marketing and promotional services for an auto racing team. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm provides a range of investment options, including model portfolios and third-party asset management, supported by technology tools and a broad platform that includes insurance and credit services.

Ryne Petersen is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Raymond James, he worked in education for over a decade and spent three years at Kellogg. 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 investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lori Bagwell is a financial advisor with Raymond James & Associates in Springfield, MI, holding Series 63 and Series 66 credentials and 25 years of industry experience. She previously worked at Wealth Partners Alliance from 2021 to 2023. Bagwell serves as a trustee for a family-related investment entity and is a committee member involved in five-year planning for Leroy Township, focusing on local zoning and infrastructure. 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, institutions, and municipal entities, delivering tailored, primarily non-discretionary financial planning and investment consulting.

Justin Schaub is a CFP® and holds the Series 66 designation, currently serving as a financial advisor at Edward Jones in Battle Creek, MI. He has seven years of experience in the industry, all with Edward Jones since 2019, and previously worked at Applebee's for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

Jeffrey Sovern is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Loren Rex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Battle Creek and participates on the City of Battle Creek Bicycle Advisory Committee as well as a local homeowners association board. 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 provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Grant Petersen is a financial advisor at Raymond James & Associates with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Raymond James & Associates since 2022 and multiple positions at Western Michigan University and Pennfield Schools. 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 wide range of clients, including individuals, institutions, pension plans, and charities, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Whitney Crabtree is a financial advisor with Ameriprise in Battle Creek, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. Before joining Ameriprise, Whitney worked at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.