Alex White is a CFP® professional with eight years of experience, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to this, he worked briefly at Zhang Financial LLC and held positions outside the financial sector, including roles at The Cove Lakeside Bistro and Stryker Corp. He also holds an insurance license. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients, with a notable focus on public entities and formal 3(38) plan management. The firm integrates advisory, insurance, and administrative cash-management services through a small team serving a sizable client base.

Joseph Miller is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as a trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the community of Homer, Michigan, a position he has held since 2006. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related non-securities consulting to individual and institutional clients. The firm is known for its work with public entities and offers a combination of advisory, insurance, and administrative cash-management services.

Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.

Isaac Lubbers is a financial advisor at Miller Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State University and operated an auto detailing business. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm acts as a fiduciary, developing portfolios based on client objectives and risk tolerance, and is known for its work with public entities and formal 3(38) plan management services.

Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.

Levi Conner is a ChFC® credentialed advisor with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream since 2024 and previously worked at Charles Schwab. Outside of his advisory role, Conner serves as an assistant coach for the Spring Arbor University track and field team, specializing in short sprints and javelin. GuideStream Financial provides investment advisory and financial planning services to individual investors, including high-net-worth clients, as well as institutional and faith-based entities. The firm focuses on long-term, buy-and-hold strategies using mutual funds, ETFs, and separately managed accounts, and is notable for its ownership by a religious foundation and its related trustee and charitable-giving services.

Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.

Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.

Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.

William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.

Chase Mc Gill is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 license and eight years of industry experience. He has worked with B. Riley Wealth Management since 2017 and has been with B. Riley Wealth Advisors since 2022. Outside of his advisory role, he is involved with Pino Wealth Management, LLC, a financial securities business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm utilizes various programs and platforms, including Envestnet and internally managed models, to manage over $4 billion in client assets.

Gary Therrian is a financial advisor with The Huntington Investment Company and holds Series 63, Series 65, and Series 66 designations. He has 35 years of industry experience and has previously worked at firms including Ameriprise Financial Services, Cetera Investment Advisors, and TCF National Bank. Outside of his advisory role, he has officiated high school football, basketball, and lacrosse games since 1981. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party sub-managers, proprietary models, and Envestnet overlay services.

Robert Hurd is a financial advisor with Osaic, holding the ChFC® designation and Series 63 and 65 licenses. He has 42 years of industry experience, including roles at Royal Alliance Associates, Signator Investors, and John Hancock. Hurd serves on the board of the Christian Business Roundtable and the Calhoun County Estate Planners Council, and he is a member of the Exchange Club of Marshall. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios across various asset classes.

Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Jacob Vanator is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He also works as a tax services provider at Vanators & Associates CPA and serves as a board member of the Rotary Club of Eaton Rapids. Additionally, Vanator is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Kenneth Morgensai is a CFP® professional at Edward Jones with three years of industry experience. His prior roles include positions at MC Kostrzewa & Co PC, Lifeworks Advisors LLC, and Mercantile Bank of Michigan. He has also worked in educational and community settings, including Central Michigan University and the City of Marshall Recreation Department. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. 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 under management and offers advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Abram Soper is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Valmark Securities, Inc. and Strategies Wealth Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branches, as well as its broad capabilities beyond advisory services.

Steven Reule is a Series 66-licensed financial advisor with Edward Jones in Parma, MI, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Brandy Eggleston is a CFP® and ChFC® with 23 years of experience in the financial industry. She has been with Edward Jones since 2012. Outside of her advisory role, she owns and manages Presidential Coatings LLC, an industrial services business in Marshall, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and offers affiliated mutual funds, tax-efficient services, and a comprehensive branch network nationwide.

Jason Rapelje is a financial advisor with Edward Jones in Marshall, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. 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, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Raymond Saari is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Homestead Bank and Osaic Institutions (formerly INFINEX INVESTMENTS, INC.). Saari is also the owner of Wohlstand Financial Group, LLC, which he has managed since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Jennifer Hurd Begg is a financial advisor at OSAIC with 10 years of industry experience. She holds a Series 66 designation and has worked at OSAIC since 2023, following previous roles at Royal Alliance Associates and Sii. Begg is involved in her local community as a volunteer ambassador with the Marshall Chamber, welcoming new businesses and supporting local events. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools and third-party platforms to construct portfolios and supports a range of advisory solutions across its complex corporate structure.