Nathan Parrish is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following eight years at Fifth Third Securities. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Seanna Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, her spouse owns an electrical business for which she manages checkwriting. 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 broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

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.

Duane Corts is a CFP®-certified financial advisor with Edward Jones in Springfield, MI, where he has worked since 2008. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Courtney Klaassen is a financial advisor with Edward Jones in Richland, MI, holding a Series 66 designation. She has been with Edward Jones since 2017 and has previous experience working at Spiech Farms. 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 solutions supported by a nationwide network of approximately 23,701 financial advisors.

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.

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.

Nicholas Acri is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing five years of industry experience. Prior to his current role, he held positions at Shipt LLC and HUMANeX Ventures, and has been involved in both academic and retail settings. He serves as a volunteer committee member for Rotaract in Kalamazoo and works as a coach and consultant for the Foundation for Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of discretionary and non-discretionary investment platforms and models.

Timothy Dally is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked at J.J.B. Hilliard W.L. Lyons from 1997 to 2019 before joining Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a director and officer of Dally Tire Company, a family tire and auto service business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that include both traditional and non-traditional investment 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.

Ryne Petersen is a financial advisor at Raymond James & Associates with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Raymond James, he worked at Kellogg for three years and spent over a decade in education. 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, and municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships supported by comprehensive research and a variety of portfolio management strategies.

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 in Battle Creek, MI, holding Series 63 and Series 65 designations and bringing 47 years of industry experience. He has worked at Wells Fargo Advisors and its affiliates for over 17 years. 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 employs more than 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by research and analytics.

Loren Rex is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated firms since 2009. Outside of his advisory role, he serves as an elder at First Presbyterian Church in Battle Creek and is active in local community boards, including the City of Battle Creek Bicycle Advisory Committee and the Windamere Homeowners Association. 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 delivers financial planning and investment management through a network of independent Financial Professionals using a variety of portfolio management and advisory platforms, offering both proprietary and third-party investment strategies.

Grant Petersen is a financial advisor with Raymond James & Associates in Battle Creek, Michigan. He holds Series 63 and Series 65 licenses and has 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, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Whitney Crabtree is a financial advisor at Ameriprise with seven years of industry experience. She holds Series 63 and Series 65 credentials. Her prior work includes roles at The Huntington Investment Company and The Huntington National Bank. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement planning, income strategies, and tax-aware withdrawal approaches. The firm utilizes proprietary research and third-party tools to deliver written recommendation reports and ongoing advice.