Carter Assink is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation. He has one year of industry experience and has previously worked at J.Allen & Company and Spring Arbor University. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models and offers ERISA fiduciary services to qualified plans.

Jacqueline Vermette is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding Series 63 and Series 66 credentials and six years of industry experience. Her prior roles include positions at Securian Financial Advisors of Great Lakes, Minnesota Life Insurance Company, Oppenheimer & Co., Inc., and the Veteran Affairs Medical Center. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management solutions through a network of Investment Adviser Representatives. The firm utilizes a range of advisory models and third-party programs to tailor investment strategies across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Ruth Rozankovich is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked for Oppenheimer & Co for 10 years before joining Raymond James in 2021. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal clients through financial planning, non-discretionary consulting, and institutional advisory services, utilizing a variety of portfolio management styles and affiliated research.

Leon Bennett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding CFP® and Series 66 credentials and bringing 12 years of industry experience. He previously worked at Edward Jones for seven years before joining Raymond James in 2021. Outside of his advisory role, Bennett is a silent investor in a soft-serve ice cream business and manages a rental property with five units. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting that incorporates risk profiling and analytical modeling to support client goals.

Ashley Hare is a CFP® credentialed financial advisor with OSAIC Wealth Inc, bringing one year of industry experience. Prior to joining OSAIC, she worked at Clearwater Financial, part of the OSAIC network, for six years. Outside of advisory work, she has experience preparing federal and state tax returns and has been involved in fixed insurance sales. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers a range of investment strategies through an extensive affiliate network.

Matthew Goodwin is a financial advisor with Edward Jones in Otsego, MI, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he held roles at Manpower, Perrigo, and several healthcare-related organizations. He also serves as a varsity basketball coach at Bloomingdale Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jeanne Case is a financial advisor at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Healogics. Outside of her advisory role, she assists with marketing and sourcing items for a small furniture refinishing business owned by her husband. 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, investment consulting, and municipal advisory services.

Max Mc Guire is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation. Prior to joining Raymond James, Mc Guire worked in various roles including positions in education and retail. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm provides tailored, non-discretionary planning and uses advanced analytical tools to support investment decisions.

Carole Bestervelt is a financial advisor with Raymond James & Associates in Kalamazoo, MI, holding a Series 66 designation and 19 years of industry experience. She has been with Raymond James & Associates since 1996. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Antoinette Lobaito is a financial advisor at Raymond James Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill Lynch and Independent Financial Group. Lobaito also serves as a registered assistant for Amarillo Wealth Management, a DBA used for marketing purposes. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client goals.

David Foster is a financial advisor with Ameriprise in Kalamazoo, MI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory work, Foster assists as a videographer for a wedding videography business. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate tax-smart withdrawal strategies and Social Security claiming options. The firm combines research, modeling, and adaptive withdrawal advice, with a centralized consulting team supporting advisors like Foster in delivering these services.

Morgan Yaw is a CFP® professional with eight years of industry experience, currently working at Edward Jones in Plainwell, MI. He has held positions at Edward Jones since 2015 and previously worked in human resources at Michigan State University. 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 and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Cal Stearns is a financial advisor with Equitable Advisors in Kalamazoo, MI, holding a Series 66 designation and beginning his industry career in 2026. His background includes roles in sports information and mentorship at Albion College, as well as involvement with a minor league baseball team and local business ventures. Equitable Advisors serves individual clients, retirement plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a wide network of advisers. The firm utilizes both proprietary and third-party investment programs, with a focus on matching clients to model portfolios and offering ERISA fiduciary services for qualified plans.

Scott Hewitt is a financial advisor at Morgan Stanley with 18 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Hewitt holds a Series 66 designation and is based in Kalamazoo, MI. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Renae Morrie is a Series 66-licensed financial advisor with Edward Jones, based in Allegan, MI, and has two years of industry experience. She has worked with Edward Jones since 2007, initially in a prior role and currently in her advisory position since 2024. 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 through a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.