Jeffrey Witt is a financial advisor with Oppenheimer, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Oppenheimer since 2011 and previously spent time at Wachovia Bank and Merrill. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs with both discretionary and non-discretionary services, focusing on strategic and tactical asset allocation, manager selection, and tailored consulting and retirement planning.

Jessica Thom is a financial advisor at Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has been with Bankers Life since 2023, having also worked at Shipt and Amerifirst Home Mortgage prior to her current role. Her background includes experience outside of financial advising, including ten years at Branch Gymnastics. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management, as well as retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored asset allocations, managing investments across various securities and maintaining oversight through regular rebalancing and performance reviews.

Scott Williams is a CFP® professional with 24 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked with Sanford Advisory Services and Raymond James Financial Services. Outside of his advisory role, Williams acts as power of attorney for his father and serves on the Finance Committee of Big Brothers Big Sisters of Kalamazoo, providing guidance on investment policy. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering comprehensive financial planning and investment advisory services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, and other investment vehicles.

Kristen Cordell is a financial advisor at Mercer Global Advisors Inc. with seven years of industry experience. She has held positions at Sanford Advisory, Raymond James Financial Services, and Kreis Enderle Hudgins & Norsos. Cordell holds Series 63 and Series 65 licenses. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, alongside educational programming and integrated affiliated service lines.

Michael Murdock is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Kestra Investment Services, and LPL Financial. Outside of his advisory role, he officiates youth basketball games. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of advisory programs utilizing both discretionary and non-discretionary approaches, with an emphasis on strategic asset allocation and comprehensive portfolio management.

James Barber is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Securities America Inc and Berkshire Hathaway HomeServices. His current tenure at Janney Montgomery Scott began in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Rand Arwady is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds a Series 66 license and has been with PNC Bank since 2014, joining PNC Investments LLC in 2025. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online portfolio strategy available by invitation. The firm utilizes algorithm-driven risk assessment and third-party managers to implement mutual fund and ETF models, with features including annual rebalancing and limited direct client contact.

Elizabeth Yunker is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has worked at Mercer since 2022 and previously held roles at Sanford Advisory Services, Raymond James Financial Services, and Ameriprise Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing a range of portfolio management options and delivering financial planning, retirement consulting, tax support, and estate-planning coordination.

Shawn Johnston is a financial advisor at Fifth Third Securities, Inc. based in Portage, MI, holding a Series 66 designation with one year of industry experience. He previously worked at Kalamazoo Baseball, LLC and Meal Magic Corporation. Outside of his advisory role, Johnston is the owner of Spartan Cards & Comics LLC, a collector card and comic sales business. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers multiple program types on its Passageway Managed Account platform, ranging from mutual-fund and ETF models to separately managed accounts and direct indexing options.

Jessica Rossana is a CFP® and holds a Series 66 license with 18 years of industry experience. She has been with Creative Planning since 2017 and previously worked at Zhang Financial and LPL Financial. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Richard Tsoumas is a CFP® and PFS™ professional with 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC and The Planning Group since 1999. Tsoumas serves as a trustee and treasurer on the board of the Guido A. & Elizabeth H. Binda Foundation and is a co-trustee of the W. K. Kellogg Foundation Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence, serving a client base that includes large institutional investors and sovereign wealth funds.

Kelli Parris is a financial advisor with T. Rowe Price Advisory Services, Inc., holding Series 63 and Series 66 designations and possessing 17 years of industry experience. She has been with T. Rowe Price Investment Services, Inc. since 2006. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory service combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily for individual investors and households. The firm employs a model portfolio approach investing exclusively in proprietary mutual funds and ETFs, supported by an interactive online planning tool and phone access to advisors.

Kyle Montmorency is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Oppenheimer since 2015. He holds a Series 66 license and is based in Portage, Michigan. Oppenheimer is a registered investment adviser and broker-dealer providing services to individuals, corporations, pension plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of programs including asset management, consulting, and retirement services, and manages both discretionary and non-discretionary accounts across various portfolio types.

Allan Sherwood is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life). Prior to joining Eagle Strategies in 2026, he worked for Edward Jones from 2023 to 2026 and spent nearly two decades in public school roles in Michigan. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a significant focus on non-discretionary asset management and relationships with a wide range of institutional sponsors.

Stephen Bond is a CFP® professional with 15 years of experience in financial advising. He currently works at Mercer Global Advisors Inc. and has held previous roles at Raymond James Financial Services Advisors Inc. and Sanford Advisory Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using a variety of investment vehicles and provides specialized services including retirement plan consulting and charitable advisory.

Madeline Bradley is a Series 65-licensed financial advisor with Mercer Global Advisors Inc. in Portage, Michigan. She has four years of industry experience, including prior roles at Sanford Advisory Services and work outside of finance at Lana's Boutique. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using a range of investment vehicles, alongside comprehensive financial, tax, retirement, and estate planning services.

Kelly Odean is a financial advisor at Fifth Third Securities, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Ameriprise Financial Services, LLC and Comerica Securities, Inc. Outside of advisory work, she is involved in independent insurance brokering. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs and utilizes third-party portfolio managers, providing clients with a range of investment strategies and risk-profile-based solutions.

Jason Grant is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Western Michigan Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Renee Giles is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James and Associates for 24 years before joining Janney in 2018. Giles is also a notary. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of advisory and brokerage services supported by in-house and third-party portfolio management.

Kristine Green is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked with Diversified Investment Advisors and Diversified Investors Securities Corp. since 2006. Outside of finance, she owns and designs jewelry for Impressions Jewelry, a business she has operated since 1990 with sales through art museums and stores. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice programs and investment education focused on asset allocation and retirement guidance. The firm utilizes Morningstar Investment Management’s proprietary tools for portfolio construction and serves a large client base with primarily non-discretionary assets.