Stacey Sears is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Madeleine Camilli is a financial advisor at LPL Financial with two years of industry experience. She holds the Series 66 designation and has worked at Advia Credit Union and LPL Financial, primarily in Michigan. Camilli also serves as a notary for Advia Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a wide range of investment strategies.

Mark Flenniken is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at FSC Securities Corporation for 13 years and has been involved with Omega7 for over two decades, focusing on business succession planning and insurance solutions. Outside of his advisory role, he owns a property and casualty insurance brokerage and participates in business sales referrals through Clayton Capital Partners. OSAIC serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering a range of integrated brokerage and advisory services. The firm employs various portfolio construction tools and supports multiple advisory platforms, combining proprietary and third-party resources to meet client needs.

Grace Gant is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2008. She has 17 years of industry experience. Outside of her advisory role, she serves as an election inspector for Trowbridge Township in Allegan, Michigan. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Jacqueline Horan is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has previously worked at CUSO Financial Services, Consumers Credit Union, Color Street, the City of Portage, and Portage Public Schools. She is also a notary at Consumers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services through a large network of advisors, utilizing both proprietary and third-party investment strategies.

Carrie Wedel is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with Cambridge Investment Research Advisors and previously worked at Harbour Investments, Inc. and Zhang Financial. Wedel also engages as an independent insurance agent and participates in a research-related role involving survey completion. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of custody and platform solutions along with proprietary and third-party investment strategies.

Stan Ledvina is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he is involved with Kingdom Advisors, supporting Christian financial professionals, and serves on the finance committee of St. Mary Church in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using a range of portfolio management strategies and platform arrangements.

Brian Spitzley is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Eagle Strategies and New York Life. Spitzley serves as a board member of AMBUCS, a charitable organization based in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base. The firm offers a variety of investment implementation options through multiple custody and platform arrangements, combining proprietary models with access to third-party strategists.

Jonathan Vargo is a financial advisor at Edward Jones with 17 years of industry experience. He holds the CFP® and ChFC® designations along with Series 66 and Series 63 licenses. His prior experience includes roles at Flagstar Bank, Infinex Investments, Wolff Financial Management LLC, and running his own practice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Tiller is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2009. In addition to his advisory role, he operates as an independent insurance agent selling fixed insurance products and owns Ascent Asset Group, which he uses to market his financial advisory services. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals using various portfolio management and platform options, combining proprietary and third-party strategies.

Benjamin Ledvina is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has been with Cambridge since 2025 and has additional experience in construction and labor through ownership of Ledvina Mowers. Prior to his current role, he has worked in various positions including financial services and property maintenance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management options and proprietary as well as third-party strategies.

Brice Banfield is a financial advisor at Edward Jones in Kalamazoo, MI, holding the Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Farm Bureau Insurance and held various roles in healthcare and chiropractic services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Patrick Downey is a CFP® professional with 25 years of industry experience, currently with Wells Fargo Clearing since 2016. Prior to that, he briefly worked at Wells Fargo Advisors LLC in 2016. He has served on the St. Joseph Catholic Church Parish Council since 2005. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services based on an IPS-driven approach grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Zachary Richards is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at CSM Group and Summit Polymers. Outside of his advisory work, he is involved with Bronson Athletic Club in Kalamazoo, MI, where he has worked since 2013 in various roles including service desk and member tours. 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 options, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

David Taplin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Cetera since 2019 and has prior experience with Summit Financial Group and Bankers Life and Casualty Company. Outside of advisory work, he is involved in Medicare supplement insurance sales, tax preparation services, and operates a small farm business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Kimberly Peterson is a CFP® with 18 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Peterson serves on the endowment and investment committee for the YWCA Kalamazoo, reviewing investment advisor recommendations and performance. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joshua Ruggles is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Consumers Credit Union, CUSO Financial Services, and Eagle Strategies. He is also involved with Consumers Investment Services, a business related to his LPL activities. 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.

Suzan Horvatinovich is a financial advisor with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broad investment menu that includes insurance-related products and bank deposit sweep options.

John Buetow is a financial advisor at Cambridge Investment Research Advisors with 45 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cambridge since 2009, following a prior role at Mainstreet Financial Advisors. Outside of his advisory work, Buetow serves as president of Zion Lutheran Church in Kalamazoo, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Neal Miedema is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Miedema serves as Secretary on the Board of Directors for the Stony Lake Property Owners Association and is involved in local business ownership and real estate activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.