Jordan Mucci is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation and six years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2019. Prior to that, he worked at Quicken Loans Inc. and attended the University of Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured, tool-based planning process without providing individual security recommendations as part of standalone planning.

Thomas Scampini is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. His career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Matthew Kleczynski is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding a Series 66 designation and 16 years of industry experience. He previously worked at Securities Service Network, Inc. before joining Cambridge in 2020. Kleczynski is also the owner of Cornerstone Financial Advisory Corporation, an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies across various platform arrangements.

Randy Bettich is a financial advisor with Morgan Stanley, holding Series 63 and 66 licenses and bringing 39 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 14 years. Outside of his advisory role, Bettich serves as a trustee on the boards of the LMC Foundation and the Humane Society of Southwestern Michigan, chairs the Investment & Finance Committee for the Lake Michigan College Foundation, and co-chairs the Rotary Club of St. Joseph-Benton Harbor’s annual high school track meet. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and models, while generally acting in an advisory capacity for plan implementation.

Joanie Gilger is a financial advisor at Morgan Stanley in Kalamazoo, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at 1st Source Bank and Gusto, as well as several years in the hospitality industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutions, with a focus on tailored financial planning supported by firm-approved tools and a structured discovery process.

Walker Wynkoop is a financial advisor at Ameriprise with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wynkoop is based in Richland, MI. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, delivering tailored recommendations through a centralized consulting team that uses research and modeling to support tax-efficient withdrawal strategies and income planning.

Lori Nay is a CFP® professional with 17 years of industry experience, currently serving at Edward Jones since 2009. She holds a Series 66 license and is based in Richland, MI. Outside of her advisory role, she owns a real estate rental business, Inovar LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

George Smojver is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise in Kalamazoo, MI. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in business operations for FSCP, LLC, which supports shared infrastructure and continuity planning among team members. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research-driven, algorithm-supported recommendations with personalized financial advice. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Victoria Brown is a financial advisor with Equitable Advisors and holds the Series 66 designation. She has one year of industry experience and a diverse background including roles in the Michigan House of Representatives, private tutoring, and work with Checker Records. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering a range of financial planning, brokerage, insurance, and third-party asset management services. The firm operates through program sponsors and endorsed third-party managers, providing both discretionary and non-discretionary advisory solutions.

Richard Behan Sr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2019 and previously spent 26 years with FSC Securities Corporation. Outside of financial advising, he serves as vice president of Eastfork Ranch LTD, an equestrian-related business. 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, model portfolios, and consulting services.

David Ackley is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held roles at Western Michigan University and Alliance Beverage Distributing. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Mark Sansom is a Series 66-licensed advisor with Raymond James Financial, based in Plainwell, MI, and has one year of industry experience. Prior to his advisory role, he spent 17 years with Discount Tire Company. He is also involved with Majestic Financial, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using tailored, non-discretionary advisory approaches and advanced analytical tools.

William Sanders is a financial advisor at Cetera with 31 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Cetera in 2026, he spent ten years with Commonwealth Financial Network. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Mark Hiegel is a financial advisor with Equitable Advisors in Grand Rapids, MI, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Equitable Advisors since 2007 and previously worked at Axa Advisors, LLC from 2007 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a broad range of third-party asset managers. The firm utilizes a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Darlene Hybels is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. She has been with Raymond James & Associates since 1999. Outside of her advisory role, she serves on the Finance/Investment Committee of the YWCA of Kalamazoo, where she reviews investment and spending policies for endowed funds. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning and consulting with a variety of portfolio management styles supported by affiliated research and sub-advisers.

David Mabis is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Tamarron Community Association, and Waddell & Reed Inc. He serves on the Board of Directors and is President of the Gull Lake Area Rotary Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver personalized retirement planning within its institutional framework.

Matthew Weaver is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Empower, Mercantile Bank, Kalsee Credit Union, and Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Justin Peterman is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding a Series 66 designation and 13 years of industry experience. He previously worked for Edward Jones for 10 years before joining Raymond James in 2022. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $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.

Sean Budlong is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Edward Jones for 10 years. Outside of his advisory role, he is CEO of BW Majestic Financial LLC, operating under the Majestic Financial DBA, and is a partner in a real estate investment LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs, including municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Amanda Bloomfield is a Series 66-licensed financial advisor with Raymond James & Associates in Kalamazoo, MI, where she has worked for 11 years. She has spent her entire industry career at Raymond James & Associates. Raymond James & Associates, Inc. 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, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.