Shannon Nagy is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors and Securities America Inc. since 2014. In addition to his advisory work, Nagy is a salaried resident producer and agent for Nichols Financial Group Inc., focusing on fixed annuity and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, equities, fixed income, and may incorporate options hedges or third-party money managers to align with client objectives and risk tolerance.

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including over 30 years with Securities America Advisors, Inc. and Securities America, Inc., as well as four decades running Nichols Financial Group. Outside of his advisory role, he owns and operates Nichols Financial Group, specializing in fixed annuities and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction and access to third-party money managers, emphasizing a diverse approach including mutual funds, ETFs, equities, and fixed income.

Scott Showers is a financial advisor with J.W. Cole Advisors, Inc. in Ithaca, Michigan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2018 and previously spent ten years at ProEquities, Inc. Outside of his advisory role, Showers is involved in financial planning through Newton Showers Wealth Management, LLC, partners with 168 Wealth Strategists, sells Medicare Supplemental policies, and is an author. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Samuel Beals is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Apex Marine, Inc and the Baptist Children's Home. He is also involved with DLP Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Lori Neeb is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is the president and owner of LORMAR Investments, LLC, a commercial real estate business in Weidman, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Stephen De Jong is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at LPL Financial and DLP Financial Partners since 2021 and previously held roles at Alma Bolt Company and Gratiot Community Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Todd Bennett is a financial advisor with Edward Jones in Alma, Michigan, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he maintains a small-scale property business involving occasional sales of trees and firewood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Benjamin Bontrager is a financial advisor at Edward Jones in Alma, Michigan, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lux Wealth Planning, Washington Avenue Advisors, and Rehmann. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating nationwide through a large network of financial advisors and branch offices.

John Pobanz is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from internal and third-party sources.

Patrick Duffy is a CFP®-designated financial advisor with Edward Jones in Alma, MI, holding 22 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexander Niznak is a financial advisor at Edward Jones in Alma, MI, holding a Series 66 designation with five years of industry experience. His prior work includes roles at Preston Community Services and various other organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

John Lemmermann is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. He is also an independent insurance agent focusing on life insurance and fixed annuities and serves on the finance committee of Peace Lutheran Church. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Bradly Mott is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for ten years at Miller Auto Sales. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.

Douglas Hoard is a financial advisor with Equitable Advisors in Alma, MI, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as Vice President at Roslund Prestage & Company, where he has worked since 1983. Outside of his advisory role, Hoard is active in nonprofit and charitable organizations, including serving as Treasurer of the Alma St. Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Lewis is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has previously worked at Raymond James & Associates and RouteOne LLC. Lewis operates a related business entity, DLP Financial Partners LLC, associated with his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel De Jong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

Caden Kipp is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience in several industries, including lawn care and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience working at Alma College and Michigan State University. Outside of advising, he is a business owner of Alma Glengravel LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

Jared Merchant is a CFP® professional with 24 years of industry experience currently associated with OSAIC. He previously worked at Woodbury Financial Services and Questar Asset Management during his career. In addition to his advisory role, he serves as a trustee for Ithaca Public Schools and is a board member of the GraiOtt Integrated Health Network. OSAIC serves a diverse client base that includes individual investors and institutional entities, providing a range of advisory and brokerage services supported by multiple platforms and third-party solutions. The firm employs various portfolio construction tools and offers managed account options tailored to client risk profiles and preferences.