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, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MML Investors Services. He has been with PNC Investments since 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessments and implements investments via approved model strategies.

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.

Jennifer Immoos Hernandez is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. She has been associated with Bankers Life Securities since 2018 and with Bankers Life & Casualty since 2009, where she also serves as an insurance agent. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Joshua Davis is a CFP® professional with Mercer Global Advisors Inc. in Portage, MI. He has four years of combined experience at Mercer and prior work in warehouse and distribution. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits with investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of specialized programs alongside educational content and integrated service platforms.

Nicholas Sellen is a financial advisor with Bankers Life Advisory Services, Inc. in Kalamazoo, MI, holding Series 63 and 65 licenses and having seven years of industry experience. He has worked with Bankers Life Securities since 2018 and Bankers Life & Casualty since 2011, where he also serves as a Unit Field Trainer, recruiting and training insurance agents. Sellen is establishing Sellen Consulting LLC to operate alongside his current roles without affecting his duties. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in managing client portfolios.

Athanacia Frey is a financial advisor with Oppenheimer in Portage, MI, holding a Series 66 designation and 10 years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a wide range of advisory and brokerage services such as investment management, consulting, and retirement planning. The firm utilizes strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable emphasis on both discretionary and non-discretionary account management.

Scott Heidema is a Series 66-registered financial advisor with Oppenheimer & Co. Inc., where he has worked since 2013. He has 17 years of industry experience. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans by offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm employs varied investment approaches depending on the program and advisor, managing approximately $36.7 billion in assets across discretionary and non-discretionary relationships.

Nathan Luke is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Mercer Global Advisors Inc. and has previously been employed at firms including Merrill and Oxford Financial Group, Ltd. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm follows a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios implemented through a combination of low-cost ETFs, index funds, separate account managers, and direct indexing.

Whitney Crabtree is a financial advisor at The Huntington Investment Company with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Ameriprise, The Huntington National Bank, and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models, offering various wrap-fee programs on the Envestnet platform.

James Parker is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with Commonwealth Financial Network since 2005. Outside of advising, he is a 25% owner of an entity that owns the branch office building in Portage, MI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $212 billion in assets. The firm provides a broad platform including discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Jonathan Knight is a financial advisor at Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Fifth Third Securities in 2024, he worked at Fifth Third Bank starting in 2021 and was employed at Copple's Wrecker Service from 2015 to 2021. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Jaime Weenink is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. Before joining Cambridge in 2024, Jaime worked at Edward Jones for 13 years. Outside of advising, Jaime is an owner of a real estate business in Galesburg, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering services such as financial planning, investment management, and retirement plan advisory. The firm provides various investment solutions through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple custody platforms.

Nick Yetter is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He serves as Secretary on the Board of Directors for the Walk Tall Foundation for Kids, Inc. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Luke Feltner is a financial advisor with Edward Jones in Portage, MI. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Arbor Financial Credit Union for four years and had self-employment experience in landscaping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Evan Luebbehusen is a financial advisor at Edward Jones in Portage, MI, with one year of industry experience. He holds the Series 66 designation and has previously worked at Viewrail and United Parcel Service. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and provides a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jonathan Melges is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Raymond James & Associates since 2012. 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, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christine Loc is a financial advisor at Raymond James Financial with 22 years of industry experience. She holds Series 63 and Series 65 designations. Loc is also president of Loc Financial Planning Group, Inc., a support company she owns that provides administrative services for her book of business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports a broad advisor network with programs that include municipal advisory and SIMPLE IRA employer consulting services.

Kerrie Kik is a financial advisor with Stifel in Portage, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2008. Outside of her advisory role, she serves as a notary public in Kalamazoo County. Stifel serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.