Shannon Nagy is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 12 years of industry experience. Prior to joining IAIM in 2015, Nagy worked at Securities America Advisors and Securities America Inc. He is also a salaried agent with Nichols Financial Group Inc., where he sells and services fixed annuity and life insurance products. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, along with access to third-party managers and wrap programs.

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Securities America, Inc. since 1995 and has operated Nichols Financial Group since 1986, where he is involved in fixed annuities and life insurance sales. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisors. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and may utilize third-party managers and wrap programs to implement client strategies.

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 with LPL Financial, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Apex Marine, Inc., and Baptist Children's Home. Beals is also involved with DLP Financial Partners, LLC, a business entity related to his work with LPL Financial. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

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 in Alma, Michigan. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Gratiot Community Credit Union and Alma Bolt Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides diversified investment options and operational support to its network of more than 22,800 advisors.

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 previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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, Questar Asset Management, LPL Financial, Fifth Third Securities, and Natcity Investments. He is an independent insurance agent selling life insurance and fixed annuities and serves on the finance committee of Peace Lutheran Church, advising on investment strategies for church funds. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

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, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been associated with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999 and also serves as Vice President of Roslund Prestage & Company, a tax and accounting firm, since 1983. In addition to his advisory work, he is actively involved in nonprofit and charitable organizations, including serving as Treasurer of the Alma St Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm employs a variety of advisory models and third-party program sponsors to deliver its services, covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Lewis is a financial advisor at LPL Financial with nine years of industry experience. He previously worked at Raymond James & Associates for five years before joining LPL Financial in 2021. Lewis holds the Series 66 designation. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Daniel De Jong is a financial advisor with LPL Financial in Alma, Michigan. He holds Series 63 and Series 66 licenses and has 34 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Raymond James & Associates for 13 years. 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 provides advisory and brokerage services featuring financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paige Black is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones, Paige worked in various self-employed roles and at Origin Coffee Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products across a nationwide network of advisors and branch offices.

Caden Kipp is a financial advisor with Edward Jones in Alma, MI, holding a Series 66 designation and three years of industry experience. Before joining Edward Jones, he worked in various roles at companies including Smith Lawnscapes, Alma Bolt Company, Menards, and Sprint Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors and 15,000 branch offices. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked for seven years at Alma College and four years at Michigan State University. Outside of his advisory role, he is a business owner of Alma Glengravel LLC. 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 through a large network of advisors, utilizing both proprietary and third-party strategies across various account types.

Jared Merchant is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Questar Asset Management. Outside of advisory work, he is involved in community health as a board member of GRAIOT Integrated Health Network and serves as a trustee on the Ithaca Public Schools Board of Education. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party managers.