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.

Jason Grant is a financial advisor with PNC Wealth Management in Kalamazoo, MI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance Company, Western Michigan Financial Group, NYLIFE Securities LLC, and New York Life Insurance Company. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses approved model strategies executed via mutual funds and ETFs with annual rebalancing.

Mark Stegink is a financial advisor with Kestra Advisory who holds the CFP® and ChFC® designations and has 22 years of industry experience. He has been with Kestra Advisory since 2016 and has involvement in other business activities including co-owning Secret Squirrels, LLC and serving as a general member of The Chamber of Grand Haven, Spring Lake, and Ferrysburg. Additionally, he assists with audio amplification for concerts and musical performances through Amplified Audio. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutions, and individuals. The firm offers a range of services from fiduciary consulting to plan-level investment advice and manages approximately $79.8 billion in assets, serving clients such as sovereign wealth funds and offering complex investment solutions through multiple platforms.

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.