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 in Battle Creek, MI, holding Series 63 and Series 66 credentials and having 22 years of industry experience. His prior work history includes roles at Cetera, Omni Community Credit Union, and Fifth Third Securities. Outside of advisory services, he owns The Awareness Group, which provides marketing and promotional services for an auto racing team. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Ryne Petersen is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 credentials 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 diverse client base, including individuals, institutions, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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, MI, holding Series 65 and Series 63 licenses and 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 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, offering financial planning and advisory services with a variety of portfolio management styles and affiliated research resources.

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 with Wells Fargo Clearing in Battle Creek, MI, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he is a self-employed musician who performs entertainment at restaurants and private parties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Brandon Hutson is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Pacific Life, Aldi Inc., and Gibson Insurance, as well as a period dedicated to full-time education. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Jennifer Hurd Begg is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Royal Alliance Associates and Sii. Begg is involved in her local community as a volunteer ambassador with the Marshall Chamber, welcoming new businesses and supporting local events. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and third-party platforms to construct portfolios and supports a range of advisory solutions across its complex corporate structure.