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 five years of industry experience. He has been with Bankers Life Advisory Services since 2020 and concurrently works with Bankers Life and Casualty as an insurance agent assisting clients with health and life insurance products. Prior to his current roles, he worked briefly at Hooters of Kalamazoo. 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 consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.

Clinton Van Linder is an investment advisor with Kestra Advisory in Kalamazoo, MI, holding a Series 63 designation and 26 years of industry experience. He has been with Kestra Advisory and Kestra Investment Services since 2016 and has a background that includes nearly three decades at Ron Wiser & Associates and JCS Total Property Management. Van Linder also provides tax advice as a CPA as part of his financial planning services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm provides services including plan design, compliance testing, fiduciary consulting, and access to multiple management platforms, serving notable clients such as sovereign wealth funds and administering approximately $79.8 billion in assets under management.

Hunter Feraco is a financial advisor with First Command Advisory Services in Battle Creek, MI, holding a Series 66 designation and six years of industry experience. He has been affiliated with various First Command entities since 2019 and concurrently operates Feraco Holdings LLC, an S-corp related to his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Faith Lamere Richards is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Fifth Third Bank and Good Earth Cafe. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account options along with features such as direct indexing and tax-overlay services.

Michael Oursler is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He has been with Janney since 2018 and previously worked at Raymond James & Associates for 14 years. Outside of his advisory role, he coaches youth baseball and serves as finance director on the board of the local baseball organization. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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 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.

Shaun Fischer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at CUSO Financial Services, Consumers Credit Union, MML Investors Services, Mass Mutual Life Insurance Company, LPL Financial, and Oak Point Wealth Management LLC. Fischer has been with PNC Wealth Management since 2015, with a current tenure beginning in 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies. The firm’s approach involves delegated portfolio implementation and emphasizes investment in mutual funds and ETFs with annual rebalancing.

Antwan Ward is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, he is an owner of LionLync LLC, a holding company. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

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.

James Barber is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Securities America Inc and Berkshire Hathaway HomeServices. He is based in Battle Creek, MI. 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 wide range of clients, including individuals, families, trusts, estates, corporations, retirement plan sponsors, and municipal entities, offering brokerage, financial planning, and advisory services supported by centralized portfolio management and in-house custody capabilities.