Dragan Filipovic is the sole advisor at Gold Coast Capital Management, LLC, an independent firm. He holds a CFA charter and has four years of experience in financial advising. In addition to his advisory role, Dragan works as a Finance Director at Optum, a pharmacy business. Gold Coast Capital Management provides discretionary asset management and negotiable fixed-fee financial planning primarily to individuals, high net worth clients, trusts, charitable organizations, and estates. The firm uses a fundamental-analysis approach and actively incorporates options trading and derivatives strategies in client portfolios under discretionary authority.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business, exhibiting his work in galleries and museums. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and investment management using a fundamental analysis approach, employing mutual funds, ETFs, selected Sub-Advisors, and other investment vehicles.

James Smith is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a concurrent background as a math teacher and coach at Saugatuck Public Schools since 1997. Prior to joining Asset Allocation Strategies, he worked in various roles including life insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and offers supplemental services such as 529 plan assistance and investment policy reviews.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.

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.

Donald Fairman is a financial advisor with SPC based in Saugatuck, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sigma Financial Corporation since 2004. Fairman serves as president of the homeowners association for Douglas Harbor View Lofts in Douglas, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, delivering tailored and discretionary investment advice primarily through Fidelity custody arrangements.

Steven Tibbitts is a CFP® professional with 32 years of industry experience, currently serving clients through Commonwealth Financial Network and his own firm, Tibbitts Financial Consulting, both since 2005. He is based in Allegan, Michigan, and holds a Series 63 license. Outside of his advisory work, Tibbitts is a board member of the City of Allegan Brownfield Redevelopment Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized wealth management solutions, while delivering operational, compliance, and practice-management support to affiliated advisors.

Matthew Ter Avest is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Allegan, MI. He has three years of industry experience, including roles at Voisard Asset Management Group and Tibbitts Financial Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

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.

Sandra Baughman is a financial advisor at Edward Jones in Hamilton, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones Investments since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Alayna Oskey is a financial advisor at Edward Jones in Allegan, MI, holding a Series 66 credential with one year of industry experience. Prior to her current role, she has experience working in the hospitality industry, including as a server and bartender at Bud & Stanley's Pub & Grub. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated trust and securities-based lending services.

Kristi Turchan is a financial advisor with LPL Financial, holding the Series 63 and Series 65 designations and bringing 30 years of industry experience. She has previously worked at VOYA Financial Advisors and Jgh & Associates. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services with access to model portfolios and research from multiple sources.

Barbara Mc Nally is a financial advisor with Edward Jones in Douglas, MI, holding the Series 63 and Series 66 designations and bringing 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves on the Finance and Investment Committee for the Holland Symphony Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of advisory programs and investment strategies under a fiduciary standard.

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.

Melisa Lautenschleger is a Series 66-licensed financial advisor with eight years of industry experience. She is affiliated with Edward Jones in Allegan, 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Grace Mc Neil is a financial advisor at Edward Jones in Saugatuck, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked in educational roles, including seven years at Martinsville Elementary School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard.

James Casey II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He previously worked at Securities America Advisors and Jhfn/Sii before joining LPL Financial in 2020. Outside of his advisory work, he is a co-owner and director of Image Enterprises, Inc., an advertising and marketing firm based in Hamilton, MI. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, featuring both discretionary and non-discretionary management supported by in-house and third-party research.

Austin Disper is a financial advisor at Edelman Financial Engines with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Marketriders, Inc., Sogotrade, Inc., and Mariner Wealth Advisors, as well as experience at the University of Arkansas. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and operates a mix of discretionary and non-discretionary programs overseen by an Investment Committee.

Kyle Bigford is a financial advisor at Edward Jones in Hamilton, MI, holding the CFP® and ChFC® designations with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advisory work, he owns and operates a used car consignment dealership and motorcycle repair facility called Hamilton Speed Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Clayton Schauss is a CFP® professional with 12 years of industry experience, all of which have been with Edward Jones since 2014. He is based in Allegan, MI. Outside of his advisory role, he is a co-owner of a vacation rental property in Traverse City, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Glen Mc Neil is a financial advisor with Edward Jones in Saugatuck, Michigan, holding a Series 66 designation and having 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is the sole member of GMAC Holdings LLC, a rental business based in Fennville, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Matthew Meyer is a financial advisor at UBS Financial Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he is a partner in several business ventures involving commercial real estate investments and leasing. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with institutional trading capabilities alongside wealth management offerings.

Scott Pedersen is a financial advisor with Edward Jones in Holland, MI, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Pedersen performs musical duties in worship services and occasionally at weddings and festivals, and he coaches 8th grade girls’ basketball for West Ottawa Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors nationwide.

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.

Cody Hagen is a financial advisor with Ameriprise in Hamilton, MI, holding a Series 66 designation and six years of industry experience. He has been with Ameriprise since 2018, including time at Huizenga and Associates, and has prior work experience with Hagen Cement Products and Grand Valley State University. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice and written recommendation reports focused on income stability and tax-aware withdrawal strategies.

Robert Marciniak is a financial advisor with Edward Jones in Allegan, MI, holding Series 63 and Series 66 credentials and over 31 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as Vice President and Trustee of the Allegan County Community Foundation, assisting with business planning and fundraising for the local foundation. 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, offering a range of advisory strategies and affiliated investment products through a nationwide network of financial advisors and branch offices.

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.

Michael Kempker is a Series 66-licensed financial advisor at Edward Jones in Fennville, MI, with five years of industry experience. Prior to joining Edward Jones in 2021, he worked in automation systems and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

John Leonard is a CFP® with 15 years of industry experience and the sole advisor at John M. Leonard, LLC, an independent firm he has operated since 2005. Located in Douglas, MI, he holds a Series 63 license and serves individual clients as well as charitable organizations. John M. Leonard, LLC provides investment management and advisory services with an active portfolio management approach that includes market timing and periodic account reviews. The firm manages approximately $32.6 million for about 50 clients, emphasizing individualized service with a client base that notably includes charitable organizations.