Michael Wyble is a financial advisor at Robert Baird & Co. with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Robert Baird since 2019, following prior roles at JJB Hilliard W.L. Lyons and Raymond James Financial Services. Outside of his advisory work, he is a morning radio co-host on WSJM. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet client goals and risk tolerances.

Loren Cunnington is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial, Allstate Insurance, Wells Fargo Clearing, and Credit Union Trust. Loren is currently affiliated with Honor Credit Union alongside his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options including model portfolios, third-party managers, and customized strategies.

Brian Campbell is a financial advisor with Edward Jones in St Joseph, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he owned and managed Fusion Athletics, a health and fitness business, and served ten years with the Benton Charter Township Police Department. He is also a board member of Senior Nutrition Services Region IV, participating in finance committee activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jay Meeth is a financial advisor with Cetera in St. Joseph, MI, holding a Series 66 license and one year of industry experience. Prior to his current role, he worked at Boston Scientific and Nevro Inc. He serves as the Director of Coaching and a board member for the Southwest Michigan Soccer Club, a nonprofit youth soccer organization. Cetera is an SEC-registered adviser supporting a nationwide network of independent advisors who serve individuals, retirement plans, corporate, charitable, and institutional clients through diverse portfolio management and financial planning services. The firm offers a multi-manager platform with various program options and oversees more than $256 billion in assets.

Jeremy Schaeffer is a financial advisor with Edward Jones in Saint Joseph, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Liaison International for five years and was involved with Ryebelles Restaurant and Bar for fifteen years, as well as Lake Michigan College for ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non‑high‑net‑worth and high‑net‑worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large national network of advisors and branch offices.

Patrick Perfitt is a financial advisor with LPL Financial in Saint Joseph, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory work, he is also a licensed real estate salesperson assisting clients with property sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management and utilizing research from multiple sources to support diversified investment strategies.

Daniel Norton is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 65 and Series 63 licenses and 14 years of industry experience. He has worked with Robert Baird & Co. since 2019 and previously held roles at JJB Hilliard WL Lyons LLC and Regal Investment Advisors LLC. Norton also serves as Vice President of Business Networking International, overseeing new membership enrollment and related committee activities. The DDK Group, part of Robert Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension plans, and charitable organizations with services including financial planning, portfolio management, and custody and brokerage solutions. The firm employs a mix of manager-traded and model-traded strategies, internal research, and tools to support client advice, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

Timothy Barlow is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management and related entities from 2008 to 2020. Outside of advising, he is involved in solar sales through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

David Brennan is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including Oxford Financial Group, Ameriprise, and Corporate One Federal Credit Union. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations as part of collaborative, annual planning engagements.

Corey Hansen is a financial advisor with Ameriprise in St. Joseph, MI, holding a Series 66 designation and three years of industry experience. Prior to Ameriprise, he worked with the U.S. House of Representatives and held roles at Grace Evangelical Lutheran Church and the World Triathlon Corporation. He serves on the board of directors for the St. Joseph River Yacht Club. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely algorithm-driven approach tailored by a centralized consulting team.

Brian Van Duyn 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 LPL Financial and 1st Source Bank since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Nicole Coar is a CFP® professional with 12 years of industry experience, currently affiliated with Ameriprise Financial Services, LLC. Her prior experience includes roles at True Blue Financial, LLC and LPL Financial LLC. She is a notary public in Michigan and provides notary services without fee to clients. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include a written Recommendation Report and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

Adam Sill is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Inc., United Federal Credit Union, and CUSO Financial Services, Lp. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Druvis Moruss is a financial advisor at Edward Jones in St. Joseph, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Whirlpool Corp for 18 years. Outside of his advisory role, he serves as an assistant volleyball coach at Lake Michigan College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Karla Mc Lean is a Series 66-licensed financial advisor with Edward Jones, where she has worked since 2008, accumulating 18 years of industry experience. She is based in St. Joseph, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Robert Mckee is a financial advisor at LPL Financial with 42 years of industry experience. He holds a Series 63 designation and has previously worked at SagePoint Financial and through his own firm, McKee Investment Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management options supported by research and model portfolios.

Jose Ontiveros is a financial advisor at Edward Jones in Niles, MI, holding the CFP® designation and a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, he worked at United Federal Credit Union and Honor Credit Union. He serves as Finance Chair for Life Plan, where he updates board and finance reports and monitors banking information. 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 through a large nationwide network of advisors and branch offices.

Sarah Iwaniuk is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds the Series 66 designation and previously worked at Allegis Global Solutions and the Berrien County Trial Court. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a large network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option, focusing on comprehensive recommendations without discretionary trading authority.

Elizabeth Beall is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Voya Financial Advisors and JSB Investments. She is also the owner of Clear Harbor Financial Planning and serves as an elected board member of the Wild Dunes Beach Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party investment managers across multiple program structures.

Ashley Stump is a financial advisor at Stifel with six years of industry experience. She has been with Stifel, Nicolaus & Co., Inc. since 2017 and previously worked at Shinola from 2014 to 2017. She holds a Series 66 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.