Alan Mckee Jr. is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Robert Baird & Co. since 2019 and previously spent 21 years at J.J.B. Hilliard, W.L. Lyons, Inc. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, and brokerage services, with a focus on manager and model-traded SMA strategies, tax-management, and ongoing manager monitoring supported by internal research and technology.

Caleb Wendzel is a financial advisor with Wells Fargo Clearing in St. Joseph, MI, holding Series 63 and Series 66 credentials and having eight years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bankcorp before joining Wells Fargo. Outside of his advisory role, he owns Bainbridge Roots LLC, a business involved in selling produce from a farm. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Phyllis Sarabyn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Home Depot, Pruco Securities, Prudential Insurance Company of America, and CUNA Mutual Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of more than 14,000 advisors and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment strategies.

Samuel Hanau is a financial advisor with Edward Jones in Berrien Springs, MI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Muskegon Community College and Sports Addix LLC. Outside of his advisory role, Hanau is involved in wrestling coaching and administration, including ownership and coaching responsibilities with Michigan West Wrestling Club, serving as assistant middle school wrestling coach at Lakeshore Public Schools, and directing open wrestling for Michigan USA Wrestling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Herbert Scheffler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Michigan Financial since 2020 and was previously with LPL Financial from 2014 to 2020. Outside of his advisory work, Scheffler has coached middle school basketball. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations, offering integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary management strategies.

Nathan Rock is a financial advisor at Ameriprise with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Huntington Investment Company, TCF National Bank, Cetera Investment Services, Principal Life Insurance Company, and Northwestern Mutual. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income, tax-aware withdrawal strategies, and social security claiming options.

Thomas King is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2018. Prior to that, he held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Joseph Green is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Harbor Mission Financial Group, USA Financial Securities, Wolf Advisory Services, and Thrivent Financial. His other business activities include independent insurance brokering involving fixed annuity and universal life products. 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 tailored retirement income planning with ongoing advice focused on dependable income sources and tax-aware strategies.

Steven Mcclatchey is a financial advisor with LPL Financial in Niles, MI, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Wells Fargo Advisors, KeyBank, and Key Investment Services. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools and the South Bend Recreational League. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research assistance.

Craig Herrington is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2012. Outside of his advisory role, he is involved as managing partner of a private plane ownership group and owns a real estate business. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Zebedee Deitrich is a financial advisor with LPL Financial in St. Joseph, MI, holding a Series 66 designation and 15 years of industry experience. He has worked at LPL Financial since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he owns two home-based businesses, Yacko Man LLC and Yacko Merch LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment models and strategies supported by operational tools.

Alison Frederick is a financial advisor at Robert Baird & Co. with four years of industry experience. She holds a Series 66 designation and has been with Baird since 2020. Prior to joining Baird, she was self-employed for three years and held positions at Bob Evans Farms and other roles. She also serves as plan administrator for an LLC's 401(k) plan. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and both in-house and third-party managers.

Scott Schalk is a CFP® with 32 years of industry experience, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Schalk serves on the Board of Directors for Horizon Health Services and is Treasurer of the Crezco Foundation, Inc. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Matthew Mast is a financial advisor with Thrivent Investment Management in Saint Joseph, Michigan, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked with Thrivent and its investment management division since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and planning that can be combined with managed accounts under a consolidated billing option, focusing on a broad range of financial planning topics.

Rebecca Young is a financial advisor at Edward Jones in St Joseph, MI, with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Wendy Mitchell is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services Inc and SagePoint Financial. Outside of her advisory role, she has an ownership interest in a single-family real estate property. Ameriprise is an institutional firm that offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Dana Wales is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. Prior to this, he worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Wales holds trustee and director positions at Corewell Health Foundation Southwest Michigan and Andrews University, and is involved in tax preparation and independent insurance brokering. Ameriprise is an institutional firm offering retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.