Mitchell Milks is a financial advisor at Ameriprise in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Equitable Advisors, Mercantile Bank, and Meyer C Weiner Company. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing detailed recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to support its advisory services while emphasizing the use of Ameriprise-managed accounts.

Alexandrea Spendow is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she held roles at LiveSpace LLC, English Hills Event Centers, Affinity Events LLC, and P.F. Chang's China Bistro. She has also been involved with Affinity Events LLC since 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Christopher Decker is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Raymond James Financial Services, Inc. since 1999. He is also involved with Veltman Investment Management in a support role. 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 non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Nathan Houle is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and Jpmorgan Chase Bank, N.A. Outside of finance, he has been involved in several business ventures including restaurant and hospitality operations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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 brokerage and investment management capabilities.

Michael Behrens is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Behrens also owns and operates Behrens Wealth Management and is active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management strategies and program options, supported by a large nationwide network of independent advisors.

George Wit is a CFP®-designated financial advisor with 27 years of industry experience, currently practicing at Ameriprise. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in business ownership through LLCs related to office property management. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

James Tabb III is a financial advisor at LPL Financial with five years of industry experience and holds the Series 66 designation. His prior roles include positions at ICA Group Wealth Management, Greenleaf Hospitality Group, and the US Department of Defense's Edelweiss Lodge & Resort. 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 advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and various investment strategies.

Konrad Raclawski is a financial advisor with Ameriprise Financial Services, holding a Series 66 credential and three years of industry experience. Prior to joining Ameriprise, he worked with Osaic Institutions, Inc. He serves on the boards of the Sparta Chamber of Commerce and Sparta Community Works. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice through a centralized team and structured recommendation reports.

Seth Donnan is a financial advisor at Edward Jones with 19 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a network of approximately 23,701 advisors and over 15,000 branch offices nationwide.

Douglas Hoffman is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He previously worked at Amerus Life for 31 years and has been with Cetera and its related entities since 2013. Outside of financial advising, he owns a seasonal rental property in Harbor Springs, Michigan. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Jacob Heeres is a financial advisor with Edward Jones in Grand Rapids, MI, holding a Series 66 designation and currently in his first year with the firm. His prior experience includes five years at Koops Inc, and he has held roles at Calvin University, Windridge Perennials & Landscaping, and Holland Christian High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of financial advisors and branch offices, along with affiliated mutual funds and trust services.

Rachel Morton is a Series 66 licensed financial advisor with Edward Jones in Grand Rapids, MI, where she has worked since 2013. She has three years of industry experience. Outside of her advisory role, she works as an independent Mary Kay cosmetics consultant. 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 advisory and investment solutions through a nationwide network of over 23,700 financial advisors.

Jeffrey Burns is a financial advisor with LPL Financial in Grand Rapids, MI, holding Series 63 and Series 65 designations and over 32 years of industry experience. He previously worked at Royal Alliance Associates, Inc. for 15 years and has been involved with several business entities related to financial services and tax preparation since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by in-house research and third-party resources.

Andrew Johnson is a financial advisor with Edward Jones in Belmont, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2025, he spent 12 years at Trane Technologies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Darren James is a financial advisor with Fidelity Investments based in Rockford, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Pruco Securities, Prudential Insurance Company of America, Fifth Third Bank, and several retirement planning firms. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction. The firm’s services range from discretionary portfolio management to fund advisory, including operations as a commodity pool operator and advisory roles to multiple registered investment companies.

David Johnson is a Series 66-registered financial advisor with Edward Jones, based in Belmont, MI, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Rebecca Garvey is a financial advisor with Ameriprise in Rockford, MI, holding CFP®, ChFC®, and Series 66 credentials and 16 years of industry experience. She previously worked at Edward Jones Investments from 2009 to 2025. Outside of her advisory role, she is an owner of Fiducia Wealth Partners, managing her Ameriprise business. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm utilizes a centralized consulting team to provide non-discretionary, research-driven recommendations focused on income sources, tax strategies, and Social Security options.

Lorie Smith is a financial advisor with Primerica Advisors in Grand Rapids, MI, holding Series 65 and Series 63 licenses and possessing six years of industry experience. Her prior work history includes roles at Primerica Financial Services since 2019, as well as long tenures at Wayand Area EMS and SpartanNash. Outside of her advisory work, she serves as a CPR instructor at Kalamazoo Valley Community College. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Steven Neideck is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at Tree of Life Bookstores and Taylor University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large national network of financial advisors and branch offices.

Matt Lindgren is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and with 27 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.