Andrew Schutz is a financial advisor with Fifth Third Securities, Inc. in Portage, MI. He holds Series 65 and Series 63 licenses and has four years of industry experience. His career includes roles at Fifth Third Securities since 2021, Fifth Third Bank since 2019, and Avis Budget Group from 2016 to 2019. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple investment programs on the Passageway Managed Account platform, utilizing third-party portfolio managers and strategies such as mutual funds, ETFs, SMAs, tax overlays, and direct indexing.

Elizabeth Bingham is a financial advisor at Oppenheimer with nine years of industry experience. She holds the Series 66 designation and previously worked at The Limited and Western Michigan University before joining Oppenheimer. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches.

Andrew Martin is a financial advisor with Principal Financial Services in Kalamazoo, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Principal in 2023, he worked at West Hills Athletic Club as a tennis coach for nine years. He is involved with the Community Healing Center, where he has participated in fundraising and run a tennis clinic for the organization's after-school program. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

James Montmorency is a financial advisor at Oppenheimer with 40 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Fahnestock & Co., Inc. since 1999. Montmorency is also a trustee of the James Montmorency Living Trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services with both discretionary and non-discretionary advisory approaches.

Debra Kalleward is a financial advisor at Oppenheimer with 31 years of industry experience. She holds Series 63 and Series 66 designations and has been with Fahnestock & Co., Inc. since 1995. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a broad range of programs and advisory services, including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

Marc Clauser is a financial advisor with Principal Financial Services in Kalamazoo, MI, holding Series 63 and Series 65 licenses and totaling 10 years of industry experience. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America. He is also active as an insurance agent specializing in life, annuities, long-term care, and disability insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Eber Horacio Alvarez Leos is a financial advisor at PNC Wealth Management with Series 66 registration. He has been with PNC Bank since 2012 and started his advisory role at PNC Investments LLC in 2025. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessments and approved model strategies managed by PNC or third parties.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and three years of industry experience. Prior to her current role, she worked in various positions including at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort. She also has experience in education, having worked at Miami University and Saint Mary's School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Christopher Tarkowski is a CFP® with 10 years of industry experience, currently serving at Farther since 2024. He previously worked at RMB Capital Management, LLC and Zhang Financial LLC. Outside of his advisory role, Tarkowski is a co-founder and partner of Next Level Real Estate Investments, LLC, and co-founder and owner of Next Level Burger, Inc. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and private fund recommendations. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke or algorithmic model portfolios with automatic rebalancing, focusing primarily on ETFs, mutual funds, equities, and fixed income.

Steven Gehl is an investment advisor representative with Kestra Advisory Services, LLC, based in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including roles at Kestra Investment Services since 2016. Outside of his advisory work, he holds a minority ownership in a board game creation and sales company and serves as an unpaid board member for a local condo association. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving large institutional investors including sovereign wealth funds.

Lori Bumgart is a CFP® professional with 31 years of experience in the financial services industry. She is currently with Mercer Global Advisors Inc. and has held prior roles at Raymond James Financial Services Advisors Inc. and Sanford Advisory Services. In addition to her advisory work, she serves as a township trustee for Otsego Township, participating in legislative and administrative decisions since 2013. Mercer Global Advisors provides investment advisory and comprehensive financial planning services to individuals, families, and institutional clients, employing a globally diversified, risk-appropriate investment approach that includes low-cost ETFs, separate account managers, and customized portfolio strategies.

Edward Heidema is a financial advisor at Oppenheimer with a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience in various roles outside the financial advisory industry, including positions at Mitten Brewing Company and Terra GR. 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 range of advisory programs with both discretionary and non-discretionary management, encompassing equity, balanced, and fixed-income portfolios.

Biju Suseelan is a financial advisor with SPC in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. He worked at LPL Financial, LLC for 23 years before joining Sigma Planning Corporation and Sigma Financial Corporation. His related activities include managing Olympia Wealth Management, a business name under LPL Financial. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice primarily through its SIGMA Managed Account and other program offerings.

Brent Kerstetter is a CFP® with 21 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has previously worked at Sanford Advisory Services and Raymond James Financial Services Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, employing a variety of implementation options and offering both discretionary and non-discretionary portfolio management.

Justin Pruett is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and six years of industry experience. He has been with Bankers Life Advisory Services since 2020 and has worked with Bankers Life and Casualty since 2017, where he also assists clients as an insurance agent for health and life insurance products. Prior to his financial services career, he worked at Hooters of Kalamazoo for one year. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to create tailored portfolios and offers both wrap and non-wrap programs using a variety of securities and strategies.

Clinton Van Linder is a financial advisor with Kestra Advisory, holding a Series 63 credential and bringing 27 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has previously worked with Ron Wiser & Associates since 1999. Van Linder also provides tax advice as a CPA and is involved in real estate through a property management business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, employee education, and manages a range of investment platforms and third-party solutions.

Christopher Barton is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 11 years of industry experience. He has been with Bankers Life Advisory Services, Inc. since 2016 and also serves as a Unit Field Trainer and Insurance Agent for Bankers Life & Casualty, providing training and support to new insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, with options for both wrap and non-wrap programs.

Richard Ingber is an investment advisor with Bankers Life Advisory Services, Inc. in Portage, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with several affiliated firms including Bankers Life Securities, Inc. and Ingber & Associates. Ingber also serves as president of Richard Ingber, LLC, through which he provides life, health, and annuity insurance sales alongside investment advisory services. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple asset classes.

Andrew Hamilton is a CFP® and Series 65-licensed advisor with seven years of industry experience. He currently works at Creative Planning and previously held roles at Infinity Advisory Group and Advisory Services Network LLC. Prior to his advisory career, he spent two years at Magnum Engineering LLC. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Clifford Hodgman is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Oppenheimer since 2009 and previously worked at Ameriprise Advisor Services, Inc. from 2007 to 2009. Outside of his advisory role, he is the founder and chairman of the Hodgman Tennis Academy, a nonprofit organization focused on coaching and mentoring children in tennis. Oppenheimer serves a broad range of clients, including individuals, corporations, and charitable organizations, offering diverse advisory programs and investment solutions delivered on both discretionary and non-discretionary bases. The firm maintains custody of client assets while operating its broker-dealer and advisory businesses, with a notable portion of assets managed on a non-discretionary basis.