Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as an independent insurance agent. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Securities and Kovack Advisors since 2011. Outside of her advisory role, she operates Middleton Financial, a DBA focused on managing investments. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and utilizes third-party managers and model portfolios to meet client objectives.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior work includes roles at KeyBank N.A., TIAA-CREF, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Joshua Crouch is a Series 66-credentialed financial advisor at Fifth Third Securities, Inc. with nine years of industry experience. He has worked at Fifth Third Securities since 2019, previously spending two years at Edward Jones and three years at Fifth Third Bank. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels. The firm offers a variety of managed account programs and portfolio management options, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Nathan Rock is a Series 66-registered advisor with The Huntington Investment Company based in Niles, MI, and has eight years of industry experience. His prior work includes positions at Ameriprise Financial Services, Principal Securities Incorporated, and Northwestern Mutual. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank offerings, using multiple wrap-fee programs on the Envestnet MAS platform.

John Seculoff is a Series 66-licensed financial advisor with Edward Jones, based in Dowagiac, Michigan, where he has worked since 2016. He has 14 years of industry experience. Outside of his advisory role, Seculoff is involved in his community as an assistant high school soccer coach, serves on multiple nonprofit boards including the Cass County Council on Aging and Beckwith Theatre, and holds leadership positions with the Rotary Club and Lee Memorial Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates an extensive national network of financial advisors and branch offices and offers both discretionary and non-discretionary managed solutions under a fiduciary standard.

Kim Mac Gregor is a financial advisor with Edward Jones in Dowagiac, MI, holding a Series 66 designation and 25 years of industry experience. She has been with Edward Jones since 2010. Mac Gregor is a founding board member of 100+ Women Who Care in Dowagiac, MI, an organization that directs charitable donations within the community. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains an extensive network of financial advisors and branch offices across the country.

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.

Justin Nurenberg is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

David Taplin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Cetera since 2019 and has prior experience with Summit Financial Group and Bankers Life and Casualty Company. Outside of advisory work, he is involved in Medicare supplement insurance sales, tax preparation services, and operates a small farm business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Brian Mac Gregor is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at McLane and Martin Brower, and spent sixteen years at Walmart. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brad Woods is a Series 66-licensed financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. He has been with Cambridge since 2017 and previously worked at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and CUSO Financial Services. Outside of his advisory role, Woods serves as president of Woods Financial Services LLC, where he operates as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a broad network of independent professionals and employs a variety of investment strategies and platform arrangements tailored to client objectives.

Rebecca Brown is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2004. She has 22 years of experience in the financial industry and is based in Niles, MI. 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 and provides a range of investment strategies under a fiduciary standard through a nationwide network of more than 23,700 advisors.

Timothy Barlow is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual Wealth Management and related entities from 2008 to 2020. Outside of advising, he is involved in solar sales through a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Brian Van Duyn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and 1st Source Bank since 2015. 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, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Andrew Sonnevil is a financial advisor with Ameriprise in Lawton, MI, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-smart withdrawal strategies delivered through a centralized consulting team.

Laura Troyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, United Federal Credit Union, and Cuso Financial Services. She operates out of Buchanan, Michigan. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, with discretionary and non-discretionary management options supported by research from internal and third-party sources.

Shane Shidler is a CFP®-designated financial advisor with Edward Jones in Niles, MI, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Samuel Hanau is a financial advisor with Edward Jones in Berrien Springs, MI, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Muskegon Community College and Sports Addix LLC. Outside of his advisory role, Hanau is involved in wrestling coaching and administration, including ownership and coaching responsibilities with Michigan West Wrestling Club, serving as assistant middle school wrestling coach at Lakeshore Public Schools, and directing open wrestling for Michigan USA Wrestling. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Steven Mcclatchey is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior roles include positions at Key Investment Services, KeyBank, and Wells Fargo Advisors. Outside of his advisory work, he serves as a basketball and volleyball referee for South Bend Community Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research and technology solutions.