Suzan Horvatinovich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2014. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

John Buetow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009, following a year at Mainstreet Financial Advisors. Outside of his advisory role, he serves as president of Zion Lutheran Church in Kalamazoo, MI. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals and multiple platform options.

Neal Miedema is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, Miedema serves as Secretary on the Board of Directors for the Stony Lake Property Owners Association and is involved in local business ownership and real estate activities. Ameriprise is an institutional firm offering retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Daniel Liehr is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the board of directors for the Girl Scouts Heart of Michigan and the South Haven Community Foundation. Ameriprise provides retirement-income planning services targeted at individuals nearing or in retirement who meet specific asset criteria. The firm combines research-driven, algorithm-assisted recommendations with personalized advice, offering a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Timothy Andrus is a financial advisor at Edward Jones in Otsego, Michigan, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Clifford Mulder is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Mulder serves as the volunteer Chair of the Board for the AirZoo Legacy Foundation, a nonprofit supporting the AirZoo Kalamazoo Aviation and History Museum. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through various tailored, non-discretionary services.

Harry Mcgowan IV is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services and Questar Asset Management. Outside of his advisory role, he serves as president of Retirement Solutions of Michigan, a non-investment-related LLC. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Jay Doll is a CFP®-certified financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to his advisory role, he had multiple engagements with Hayloft Ice Cream Parlor and a brief position at Davenport University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Aaron Hollister is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. His prior work includes roles at Raymond James & Associates, Waddell & Reed, and Morgan Stanley. Outside of advising, he operates a vending machine business. 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 financial planning, portfolio management, and institutional platforms, supporting advisors with model portfolios, third-party subadvisors, and advanced research tools.

Stacy Caudill is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Raymond James since 2016. Caudill serves as Treasurer on the board of the Kalamazoo Civic Theatre Foundation, overseeing its endowment fund. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

William Brennan is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Citigroup Global Markets. He is based in Portage, Michigan. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and modern portfolio theory in its investment approach.

Ryan Alkhamis is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial in Portage, Michigan. He previously operated Alkhamis Financial and worked at Western Michigan University. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Luke Johnson is a CFP® and Series 66 licensed financial advisor with Edward Jones in Portage, MI, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Life Action Ministries for eight years. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other financial services.

Thomas Perrone is a financial advisor at LPL Enterprise with 21 years of industry experience and a Series 66 credential. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, Massmutual Life Insurance Co, and Thrivent Investment Management. LPL Enterprise provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, and TAMP sponsors.

Andrew Brasosky is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he worked at Republic Services and Stryker Medical. He holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Matthew Jarrell is a financial advisor with LPL Financial in Portage, Michigan, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has been with LPL Financial since 2010. Outside of advising, Jarrell serves as an instructor for Brazilian Jiu Jitsu-based women's self-defense clinics. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of financial planning and investment management solutions, leveraging both proprietary and third-party model portfolios across strategic, tactical, and alternative asset allocations.

Steven Dekoning is a financial advisor with Primerica Advisors in South Haven, Michigan, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he owns and manages a real estate investing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Roger Severance is a financial advisor with Cambridge Investment Research Advisors in Kalamazoo, MI, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entities since 2009. Severance is also president of RS Financial, a financial services business he owns. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various account implementation platforms, as well as proprietary and third-party model strategies.

Penny Jean Young is a financial advisor with Wells Fargo Clearing in Portage, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her prior roles include positions at Oakwood Capital Securities, Alphastar Capital Management, MassMutual Life Insurance, and a decade at Damon Financial LLC. 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 roughly $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Thomas Schripsema is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory and investment solutions through a large network of financial advisors and branches nationwide.