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.

Samuel Grusin is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank starting in 2017. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Ronald Wiser is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) at Kestra Advisory with 58 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has extensive prior experience at Western Reserve Life Insurance dating back to 1967. Outside of his advisory work, Wiser serves on the board of the Michigan Education Trust and is president of the Old Harbor Village Condo Association. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including institutional investors and plan sponsors. The firm offers fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving clients with approximately $79.8 billion in assets under management.

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.

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.

Denise Garten is a financial advisor with Kestra Advisory in Kalamazoo, MI, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Kestra Advisory and Kestra Investment Services since 2016 and also operates The Wiser Financial Group as a Certified Wealth Strategist. Garten serves as president of the Southwest Michigan Amputee Resource Group, an amputee support organization. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including plan sponsors and institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions, serving a wide range of clients including large institutional investors.

Joseph Pearcy is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc., Principal Life Insurance Company, MWA Financial Services Inc., and Modern Woodmen of America. Outside of advising, he owns Pearcy & Associates, LLC, a company that manages office space. 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 financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Wesley Lentz is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Kestra Advisory since 2016. He also acts as branch manager for The Wiser Financial Group, providing oversight in compliance and marketing for registered representatives in his branch. Lentz has a background as an independent insurance representative dating back to 2002. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional investors, and individuals. The firm’s services include fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

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.

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.

Bert Verduzco is a financial advisor with Principal Financial Services holding a Series 66 designation and one year of industry experience. His background includes roles at Principal Securities, Principal Life Insurance Company, Seizert Capital Partners, and positions in educational institutions such as Hillsdale College and Hackett Catholic Prep. He is also involved in the sale of fixed insurance products including fixed annuities and life 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 financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.