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 at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Edward Jones, Ifmg Securities, Chase Investment Services, and Banc One Securities. Outside of his advisory role, he is also a licensed real estate salesperson, assisting clients with selling their homes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Norton is a financial advisor at Robert Baird & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JJB Hilliard WL Lyons LLC and Regal Investment Advisors LLC. Outside of his advisory role, he serves as Vice President of a local chapter of Business Networking International, focusing on membership enrollment and committee activities. Robert Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies, with ongoing manager oversight and the integration of internal research and technology in client advice.

Timothy Barlow is a financial advisor with LPL Financial in Buchanan, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is engaged as a solar sales representative at Demeter Land. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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 with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with LPL Financial and 1st Source Bank since 2015. 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, and access to third-party asset managers.

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 with LPL Financial in Saint Joseph, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at LPL Financial since 2022 and previously held roles at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. 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 broad range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

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 with LPL Financial in Saint Joseph, MI, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions at SagePoint Financial, Next Financial Group, and Raymond James Financial Services. In addition to his advisory work, he is involved in operating the McKee Investment Group, LLC. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a large network of investment adviser representatives.

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.

Jonathan Lee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and possessing eight years of industry experience. He has previously worked at Fifth Third Securities, Inc. and Fifth Third Bank. His current role includes work with JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework and offers customized services on a non-discretionary basis.

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.

Scott Silcox is a financial advisor with Thrivent Investment Management in Saint Joseph, MI, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Thrivent, he worked at Whirlpool Corporation for eight years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on topics such as retirement, taxes, and estate planning. The firm’s services separate planning from managed accounts, and it does not accept discretionary trading authority for its planning offerings.

Laura Troyer is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. 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 with access to model portfolios, third-party asset managers, and institutional platforms.

Bryan Tutton is a financial advisor with Edward Jones in Saint Joseph, MI, holding a Series 66 designation and 16 years of industry experience. He has worked at Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers both discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

David Keck is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked with OneAmerica Securities and American United Life from 2015 to 2022 before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe, and is notable for its registration as a commodity pool operator and use of advanced technologies in portfolio management.