Kimberly Hensley is a Certified Financial Planner (CFP®) with seven years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net-worth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rachel Wilson is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, providing financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Andrew Carlson is a financial advisor at Edward Jones with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at Jimmy Johns and was a full-time college student. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Paul Storm is a financial advisor at Edward Jones in Sparta, MI, holding a Series 66 designation with 10 years of industry experience, all with Edward Jones since 2016. He is the owner and CEO of Luap Ink LLC, a creative and inspirational writing business that has been dormant since 2014 but is planned for relaunch. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Courtney Maloof is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held various roles including positions at Eastern University and Cole-Faso Consulting. 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 financial advisors and branch offices.

Debra Nowicki is a financial advisor with Edward Jones in Greenville, MI, holding a Series 66 designation and 11 years of industry experience, all with Edward Jones since 2015. She serves as Director of Finance for the Women's Action Network, where she reviews and audits the treasurer's budget. 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 supported by a large nationwide network of advisors and branch offices.

Adam Fliehman is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Regulus, LLC, Regal Investment Advisors, LLC, and Cetera ADVISORS LLC. He operates Fliehman Financial, a business related to his advisory work. 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 financial planning and asset management services, utilizing various advisory platforms and technology tools to support its network of over 22,800 advisors.

Natalie Filker is a financial advisor at Edward Jones in Rockford, MI, holding a Series 66 designation with three years of industry experience. Before joining Edward Jones, she worked in healthcare roles including public health nursing and patient care assistance. Her healthcare background includes managing cases of Medicaid-eligible clients and providing care for mothers and newborns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

William Parker is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2009. Outside of advisory work, he also operates as an independent insurance agent in Rockford, Michigan. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements.

Shane Thorsen is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Securities America Advisors and Penn Mutual Life Insurance Company. 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 financial planning and investment services through a large network of advisors, utilizing model portfolios and third-party subadvisors alongside proprietary research and technology tools.

Trevor Shields is a CFP® with 11 years of experience in financial advisory, currently practicing at LPL Financial. He previously worked at Waddell & Reed Inc and has been involved with various insurance agencies and his own consulting firm. Shields serves as a board member for the nonprofit Friendship Miles and works as an independent contractor ambassador for lululemon. 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. The firm offers a range of financial planning and investment management solutions through a large network of advisors and employs technology tools for operational support.

Jacob Jackson is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Ameriprise, Jackson worked at Huntington National Bank and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Harkins is a financial advisor at Thrivent Investment Management with Series 66 credentials and one year of industry experience. He has previously worked at Thrivent Financial and Premier Retirement Plan Advisors, and has experience outside finance including running a business called Mr. Squeegee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, estate, and tax planning without implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing arrangement called WealthPlan.

Travis Wolf is a financial advisor with Fidelity who holds Series 63 and Series 66 credentials and has 11 years of industry experience. His prior roles include positions at Bank of America, Merrill, Kestra Financial, JPMorgan Securities, and JPMorgan Chase Bank. Outside of his advisory work, he is a tennis instructor at MVP Athletic Club in Rockford, Michigan. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm applies a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Mark Koppendrayer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a longstanding association with JPMorgan Chase Bank since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Kyle Brooks is a financial advisor with Ameriprise in Howard City, MI, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2022, he worked at Dart Bank and Aquinas College. He is also involved with HS Companies LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning through a collaborative, non-discretionary process incorporating proprietary research and third-party data.

Nicholas Hendon is a financial advisor with Ameriprise in Rockford, MI, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise and its affiliate since 2012. Hendon is also a member of HSC Group LLC, a business entity involved in operating an Ameriprise franchise. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income, Social Security, and tax strategies. The firm combines research-driven modeling and tax-efficiency analysis, delivering personalized retirement income advice through a centralized consulting team.

Nikki Huyser is a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she partners with clients to understand their family dynamics, situations, and financial goals to identify risks and opportunities. Nikki has extensive experience in the financial services industry, having worked at Fidelity Investments since 2021 in various roles including Relationship Manager and High Net Worth Associate. Prior to joining Fidelity, she spent two decades at Wells Fargo Advisors as a Senior Registered Client Associate. Outside of her professional work, Nikki engages in activities such as boating, fitness, hiking, puzzles, reading, and yoga.