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.

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.

William Annis is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience and previously worked in orthopedic specialties and sports medicine. Outside of his advisory role, Mr. Annis is actively involved in community organizations, serving as Foundation President for the Rotary Club of Marshall, Board Chair of Battle Creek Area Habitat for Humanity, and Treasurer for Mobile Meals of Marshall. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with managed-account services under a consolidated billing option, emphasizing periodic plan reviews and advisor-delivered updates.

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.

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.

Abram Soper is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Valmark Securities, Inc. and Strategies Wealth Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branches, as well as its broad capabilities beyond advisory services.

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.

Brandy Eggleston is a CFP® and ChFC® with 23 years of experience in the financial industry. She has been with Edward Jones since 2012. Outside of her advisory role, she owns and manages Presidential Coatings LLC, an industrial services business in Marshall, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and offers affiliated mutual funds, tax-efficient services, and a comprehensive branch network nationwide.

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.

Jason Rapelje is a financial advisor with Edward Jones in Marshall, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

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.

Raymond Saari is a financial advisor with LPL Financial and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Homestead Bank since 2010 and Osaic Institutions from 2010 to 2024. Outside of LPL, he owns Wohlstand Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse financial planning and investment programs with a range of strategic and tactical options supported by proprietary research and technology tools.

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 at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. Outside of his advisory work, he is a self-employed musician who provides entertainment at restaurants and private parties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute and third-party databases, offering both brokerage and advisory solutions across a broad range of financial products.