Kelsey Steele is a Series 66-licensed financial advisor with Edward Jones in Kalamazoo, MI, and has four years of industry experience. Before joining Edward Jones, Steele worked at Konos Inc and served as Head Varsity Tennis Coach at Otsego High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.

Paul Moss is a financial advisor at Ameriprise with 19 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2006. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Christopher Chambers is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameriprise and its predecessor firms since 1998. Chambers serves as a volunteer finance committee member for tornado recovery efforts in his neighborhood and as treasurer for a local political campaign, both unpaid roles. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Jodi Harrison is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Raymond James since 2016 and previously worked at Robert Baird & Co. from 2010 to 2014. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Paul Carlson is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Carlson serves on the Board of Directors for Texas Charter Township and is a deacon at Calvary Bible Church. He is also involved in several business ventures, including ownership of Helping Dreams LLC and a honey production business called Carlson's Colonies. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Michael Matteson is a CFP® certified financial advisor with 40 years of industry experience. He has been with Edward Jones since 1993, serving clients from Kalamazoo, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and operates under a fiduciary standard, supported by a network of more than 23,700 financial advisors nationwide.

Michael Toner is a financial advisor with Edward Jones in Portage, MI, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and has additional experience as a self-employed professional starting in 2018. Prior to his financial career, he worked at The Kellogg Company for 22 years. Edward Jones is a wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Chase Carlson is a financial advisor at Ameriprise Financial Services with six years of industry experience. He holds the Series 66 designation and is based in Kalamazoo, MI. His prior work includes a brief period at Lee's and involvement with The YMCA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

William Annis is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds the Series 66 designation and has been with Thrivent since 2017. Prior to his financial career, he worked in orthopedic specialists and sports medicine. Outside of his advisory role, Annis is active in community service, serving as Foundation President of the Rotary Club of Marshall, Board Chair for Battle Creek Area Habitat for Humanity, and Treasurer for Mobile Meals of Marshall. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and planning across a wide range of topics, allowing clients to combine planning with managed accounts while keeping the services separate.

Hannah Barnes is a financial advisor with LPL Financial in Plainwell, Michigan, holding a Series 66 designation and one year of industry experience. She has previously worked at Ameriprise and holds a background that includes roles in investment and administrative support for independent advisory firms. Barnes is involved in administrative support for Good Life Advisors, LLC, an independent registered investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Randall Verlin is a CFP®-designated financial advisor with Cambridge Investment Research Advisors and has 40 years of industry experience. He has been with Cambridge since 2009 and previously worked with the Mazzola-Verlin Group and Kardia Midwest Family Wealth Counseling. He serves on the Western Michigan University Athletic Advisory Board and owns a tax preparation service in Kalamazoo, MI. Cambridge Investment Research Advisors provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients, including pension and charitable organizations. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Daniel Coleman is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Edward Jones in Kalamazoo, MI since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non‑discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Glen Kellam is a financial advisor with LPL Financial based in Kalamazoo, MI, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes positions at Cuso Financial Services, Consumers Credit Union, Cetera Advisors LLC, and his own firm, Kellam Financial Planning, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Bruce Bos is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013 and also works as an independent insurance agent selling life, long-term care, and fixed annuity products. Additionally, he is employed as a title examiner at Lighthouse Title Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm supports various management platforms and proprietary model strategies under the Founders Gate Capital brand.

Ginger Titus is a CFP® and Series 66-registered financial advisor with Edward Jones in Otsego, MI, bringing eight years of industry experience. Prior to joining Edward Jones in 2017, she worked at Timber Ridge Ski Area and Moore Electrical Service, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Jamie Phillips is a financial advisor with Raymond James & Associates in Portage, MI, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, Phillips leases farmland and is involved with agricultural ventures in Vicksburg, MI. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers financial planning and investment consulting through various programs, combining multiple portfolio management styles and extensive research resources.

Ryan Cahill is a CFP®, CFA®-designated financial advisor with 16 years of industry experience. He is currently with Edelman Financial Engines and was previously the principal at Cahill Wealth Management, LLC for 18 years. He is also a managing member of an office property rental entity in Portage, MI. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions and planner-led wealth management that combines proprietary modeling with online tools.

Theresa Fisher is a financial advisor with Raymond James Financial, holding a Series 66 designation and having two years of industry experience. She has worked with various Raymond James entities since 2016 and is involved with Tiller Investment Management. Outside of finance, she owns a small business selling baked goods made to order. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients, offering tailored, non-discretionary advisory services supported by analytical tools and specialized programs.

William Liston is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of financial advising, Liston serves as Secretary on the Board of Directors for the Bui Family Foundation and is the owner and managing attorney of the Law Offices of William J. Liston, PC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Jonathan Sanborn is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Edward Jones for three years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.