Grant Petersen is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to his current role, he worked at Pennfield Schools and Western Michigan University. Raymond James & Associates is a large 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, offering financial planning and advisory services with a variety of portfolio management styles and affiliated research resources.

Raymond Saari is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Homestead Bank and Osaic Institutions (formerly INFINEX INVESTMENTS, INC.). Saari is also the owner of Wohlstand Financial Group, LLC, which he has managed since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Sandra Melges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she is involved in agricultural activities as CEO of Melges Family Farm LLC, where she manages farm maintenance and operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers tailored financial planning and investment consulting, combining multiple portfolio management styles with firm research to support client decisions.

Charles Carroll is a financial advisor with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a self-employed musician who performs entertainment at restaurants and private parties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Brandon Hutson is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pacific Life, Aldi Inc., and Gibson Insurance, as well as a period dedicated to full-time education. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jennifer Hurd Begg is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Royal Alliance Associates and Sii. Begg is involved in her local community as a volunteer ambassador with the Marshall Chamber, welcoming new businesses and supporting local events. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and third-party platforms to construct portfolios and supports a range of advisory solutions across its complex corporate structure.