Clifford Hodgman is a financial advisor with Oppenheimer in Portage, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Oppenheimer since 2009. Outside of his advisory role, Hodgman is the founder and chairman of the Hodgman Tennis Academy, a nonprofit organization focused on providing tennis coaching and mentorship to children in Kalamazoo, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies while acting as a qualified custodian and providing both discretionary and non-discretionary investment management programs.

Jeffrey Witt is a financial advisor with Oppenheimer, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Oppenheimer since 2011 and has been with Wachovia Bank, N.A. since 2003. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement services. The firm employs strategic and tactical asset allocation with a variety of investment strategies and acts as a qualified custodian for client assets.

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 at Fifth Third Securities, Inc. with two years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank for six years. Fifth Third Securities serves a diverse clientele including individuals, high-net-worth clients, institutions, corporations, trusts, and retirement accounts through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to choose from a range of managed portfolios and tax-efficient strategies.

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 with Oppenheimer, holding a Series 66 designation and 26 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Outside of his advisory role, he officiates youth and high school basketball games. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs such as discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs varied investment approaches across equity, balanced, and fixed income strategies and provides services to both institutional and unaffiliated advisors.

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 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities Inc. and Principal Life Insurance Company since 2018, following prior roles at MWA Financial Services Inc. and Modern Woodmen of America. Outside his advisory work, he is an agent selling fixed life and annuities insurance products and owns an LLC established to hold office space. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager 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 10 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2015. He holds the Series 66 designation and is based in Portage, MI. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation alongside manager selection and various investment vehicles to meet client objectives.

Kevin Mazer is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network since 2005. He is the sole owner of a vehicle and computer restoration company and serves as an elected precinct delegate for Texas Township Precinct 5 in Kalamazoo, 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 managing over $200 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, third-party asset manager access, and custody services.

Stephen Bond is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held roles at Mercer since 2022 and previously worked at Raymond James Financial Services Advisors Inc. and Sanford Advisory Services. Bond also has experience in academia, having worked at Kalamazoo College. 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 employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a broad range of implementation options alongside financial planning and retirement consulting.

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.