David Hecht is a CFP® and holds a Series 65 license with 23 years of industry experience. He has been with Valeo Financial Advisors, LLC since 2018. Valeo Financial Advisors is a registered investment adviser serving individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $13 billion in assets using strategic asset allocation and independent managers, offering comprehensive financial planning alongside a simplified model portfolio option.

Krista Shoemaker is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Bank and in the restaurant industry. Outside of finance, she is involved in a hairstyling business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Grace Van Vooren is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her background includes roles in hospitality and restaurant management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of discretionary and non-discretionary investment solutions and operating under a fiduciary standard.

Paul Hix is a financial advisor with Edward Jones in South Haven, MI, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he serves as President of the Greater Fennville Chamber of Commerce and is a past president of the South Haven Center for the Arts. 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, 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.

Thomas Sharwarko is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 12 years of industry experience and has worked at Cambridge since 2014 and at Whiteford Wealth Management since 2013. Outside of his advisory roles, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of investment strategies and custody arrangements tailored to client objectives.

Caleb Duckworth is a CFP®-certified financial advisor with eight years of industry experience. He is currently with LPL Financial and previously worked at Fifth Third Securities, Fifth Third Bank, and Huntington National Bank. Outside of his advisory role, Caleb is involved in real estate management and renovation activities in Michigan. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives, offering diversified advisory programs and financial planning services.

Stacy Robinson is a financial advisor at Cambridge Investment Research Advisors with 32 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Valic Financial Advisors. In addition to her advisory role, she is an independent insurance agent based in Byron Center, Michigan. 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 network of independent professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Peter Van Vooren is a financial advisor with Edward Jones in South Haven, Michigan, holding Series 63 and Series 66 credentials and 38 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory work, he owns Rolling Hills Stables, a horse farm in Baroda, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and more than 15,000 branch offices. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.

Kevin Whiteford is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has been with Cambridge since 2009 and also leads Whiteford Wealth Management, Inc., which he founded in 1997. Outside of advisory work, he serves as president of Great Lakes Future Solutions Inc. and has held executive committee roles within the Michigan Republican Party. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment solutions including proprietary models and access to third-party managers, delivered across multiple platform arrangements with both discretionary and non-discretionary options.

Elias Sanchez is a financial advisor with Merrill in South Haven, MI, holding a Series 66 designation and possessing 22 years of industry experience. His prior roles include positions at Sanctuary Advisors, LLC and David A. Noyes & Company. Outside of his advisory work, he officiates soccer games at the youth, adult, and college levels as an independent contractor. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutions.

Aaron Robinson is a financial advisor with Cambridge Investment Research Advisors. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, TIAA, and multiple terms with Cambridge Investment Research. Robinson also has a role at Edge Insurance Group, focusing on insurance and benefits. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of discretionary and non-discretionary portfolio management strategies.

Mark Slager is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2013. He holds the Series 66 designation and is based in Bloomingdale, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Stewart is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 63 and Series 66 credentials. Prior to her current role, she worked at Edward Jones for 14 years and has experience outside finance through a 13-year tenure at Spectators Restaurant. 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 offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.