Kendra Omans is a financial advisor at Raymond James Financial with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Chemical Bank and Trust. Outside of advising, Kendra is involved with Majestic Financial, a support company, and owns a property listed on Airbnb. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Anthony is a financial advisor at Fidelity with nine years of industry experience. He has worked at Fidelity Investments since 2022 and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. His credentials include Series 63 and Series 65 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Heather Kakabeeke is a CFP® professional with 27 years of industry experience, currently with Raymond James & Associates in Kalamazoo, MI. She has worked at Raymond James since 2014 and previously was involved in businesses including The Fitness Spott LLC and The Courthouse Athletic Center. Outside of her advisory role, she markets clean crafted wine as an independent contractor with Scout and Cellar. 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, offering financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Emilee Lawrence is a financial advisor with LPL Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at CUNA Brokerage Services, Inc., CUNA Mutual Group, JP Morgan Chase Bank, and PNC Bank. 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 services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gary Buller is a financial advisor with Edward Jones in Allegan, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at TTI, Michigan State University, Jackson National Life Insurance, and others. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Stephen Mucci is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1994. Mucci serves on the Endowment and Audit Committee of the Kalamazoo Institute of Arts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with specialized investment and trading activities.

Michael Albrecht is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 9 years of industry experience. He previously worked at Transamerica Retirement Solutions, Transamerica Investors Securities Corporation, and Transamerica Capital Inc before joining Raymond James in 2021. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, with a range of portfolio management styles supported by firm research and model managers.

Eva Moulton is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 21 years. Outside of her primary role, she provides appointment preparation and client service support to other financial advisors. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm serves clients with at least $1 million in investable assets, providing a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Lee is a financial advisor with J.P. Morgan Securities in Kalamazoo, MI, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at Fifth Third Securities, Inc. and Fifth Third Bank before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2022. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Courtney Dunn is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 66 credentials and has 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also has experience with Citigroup Global Markets dating back to 2004. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Courtney Klaassen is a financial advisor with Edward Jones in Richland, MI, holding a Series 66 designation. She has been with Edward Jones since 2017 and has previous experience working at Spiech Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Melinda Hansen is a financial advisor with Raymond James Financial in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Raymond James Financial Services since 2015, with her current role beginning in 2022. In addition to her advisory work, she serves as a power of attorney for a parent, managing investments, expenses, and taxes on a monthly basis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, and institutions. The firm provides tailored, non-discretionary consulting using risk profiling and modeling tools, and supports municipal finance work through a unique affiliation with a municipal advisor.

Hannah Barnes is a financial advisor with LPL Financial in Plainwell, MI, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Ameriprise and various small businesses in the automotive and retail sectors. She also provides administrative support to an independent investment advisor firm, Good Life Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Mark Sandmeyer is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of 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 provides services through both individual and corporate financial planning agreements.

Emily Celeski is a financial advisor with Equitable Advisors in Kalamazoo, MI. She holds Series 63 and Series 66 licenses and joined Equitable Advisors in 2026. Prior to her financial advising role, Emily has experience working with Doordash and in self-employment ventures. Equitable Advisors serves a diverse range of clients including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual registration as an SEC-registered investment adviser and broker-dealer.

Nicholas Acri is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing five years of industry experience. Prior to his current role, he held positions at Shipt LLC and HUMANeX Ventures, and has been involved in both academic and retail settings. He serves as a volunteer committee member for Rotaract in Kalamazoo and works as a coach and consultant for the Foundation for Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of discretionary and non-discretionary investment platforms and models.

Robert Benjamin is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1999 and also maintains a longstanding affiliation with Roney & Co. since 1998. 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 supported by a nationwide network of advisers.

Glen Kellam is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He previously worked at CUSO Financial Services and Consumers Credit Union for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and utilizes research from LPL Research and third-party subadvisors.

David Grall is a financial advisor with Morgan Stanley in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services that emphasize client responsibility for implementation and updates.

Ginger Titus is a CFP® and Series 66-registered financial advisor with Edward Jones in Otsego, MI, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Timber Ridge Ski Area and Moore Electrical Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.