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.

Matthew Hineman is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity brokerage Services LLC since 2017, with prior experience at Jackson National Life Insurance and Western Michigan University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Kevin Jarchow is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 2005 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Summit Professional Business Services, LLC, a managing member of which he is, handling leased office space for his wealth management business, and he also works as a non-variable insurance agent through InSphere Insurance Solutions, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Jeffrey Groshek is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 13 years before joining Raymond James in 2022. He is also president of Global Trends Wealth Management, LLC, an advisory practice based in Norton Shores, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and has specialized capabilities in municipal advisory and SIMPLE IRA employer consulting.

Mary Heitzman is a CFP® certificant with six years of industry experience. She is currently with LPL Financial and has held positions at United Planners Financial Services, Cetera Advisor Networks, and Success Financial Group, among others. Prior to her financial advisory career, she worked at Herman Miller and spent seven years in full-time education. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with a broad range of investment options and technologies.

Nathan Whipple is a financial advisor with Edward Jones in Muskegon, MI. He holds the ChFC® designation as well as Series 63 and Series 66 licenses, and has 19 years of industry experience, including over 20 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Zachary Flynn is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked for Daybreak Foods for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and tax-efficient services.

Karen Hill is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She has worked at Cetera since 2021 and previously at VOYA Financial Advisors for seven years. Hill is also the owner and president of Financial Investments Services Group, Inc., a firm involved in the sale and service of insurance, securities, and investment products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Lawrence Louzon is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, TD Ameritrade, and Scottrade. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bryce Kelley is a financial advisor with LPL Financial in Ravenna, MI, holding a Series 66 designation and five years of industry experience. He has worked at MaxWealth Management at Lake Michigan Credit Union since 2020 and has prior experience at Sysco and Michigan State University. 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. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and proprietary research.

Troy Fox is a financial advisor with OSAIC based in Muskegon, Michigan, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at OSAIC since 2024 and previously held roles at Securities America Advisors and Securities America Inc. from 2016 to 2024. Fox is also the president and sole proprietor of Fox Financial Services, a business he has operated since 1999. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisors, using asset-allocation tools and multiple platforms to construct diversified portfolios incorporating a range of investment types.

David Brus is a financial advisor at OSAIC with 28 years of industry experience. He has held roles at Securities America Advisors and Fifth Third Securities prior to joining OSAIC. He is a partner in Terraza LLC, an activity outside of his advisory and insurance work. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios tailored to client needs.

Rachelle Vanderwier is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Kevin Priddy is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with LPL Financial since 2007 and previously worked as an independent financial advisor from 2008 to 2017. Outside of his advisory role, he is involved in oil and gas exploration through Huntington Oil LLC and works as a tax associate at Intuit Turbo Tax. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research from LPL Research and third-party subadvisors, with both discretionary and non-discretionary management options.

Levi Haight is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Avantax Investments Services, LPL Financial, and Guardian Life Insurance. Haight also manages Haight Wealth Group, LLC, which he established for tax purposes and employee payroll. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Philip Hayes is a financial advisor with LPL Financial in Coopersville, MI, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2014. Hayes operates Main Street Wealth Management as part of his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 from LPL and third-party subadvisors.

Jennifer Cobb is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Jennifer Boodt is a financial advisor at Exchange Street Capital with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked for Spring Lake Public Schools for 24 years. Outside of her advisory role, she is the owner and artist of CreativeTherapy, a craft and art sales business. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification and long-term trading using ETFs, mutual funds, stocks, and bonds, and offers unique probate and executor support alongside ongoing financial counseling.

Melanie Meyer is a financial advisor at Exchange Street Capital with 12 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Braeburn Wealth Management for 12 years. Exchange Street Capital provides discretionary portfolio management, financial planning, and executor/probate support to individual clients, including both non-high-net-worth and high-net-worth individuals, as well as model portfolio services to plan sponsors. The firm emphasizes diversification, fundamental analysis, and modern portfolio theory with a long-term trading approach while also offering standalone financial planning and specialized probate support.