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Benjamin S

Series 66

Fremont, MI

The Life Group Financial Services

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Executive Founder/Business Owner
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Nicholas V

CFP®, Series 63, Series 66

Newaygo, MI

First Heartland Consultants, Inc.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Annuities Income planning Cash flow / budgeting
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Kyleigh K

Series 63, Series 65

Fremont, MI

The huntington Investment company

Kyleigh Karell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Ameriprise, Fidelity Investments, JPMorgan Chase, and Fifth Third Securities. Outside of advising, she is active in social media affiliate marketing, creating content and promoting products for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model featuring third-party sub-managers and proprietary private bank strategies, offering various wrap-fee programs and portfolio management options.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Ryan H

Series 65, Series 63

Fremont, MI

The huntington Investment company

Ryan Hill is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Huntington since 2016, previously spending one year with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate offerings, with portfolio management and custodial services provided via National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Steven B

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Scott O

Series 63, Series 65

Fremont, MI

Centaurus Financial, Inc.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Daniel P

Series 65

N. Muskegan, MI

Brookstone Capital Management LLC

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Jacob B

Series 66

Fremont, MI

Centaurus Financial, Inc.

Jacob Burt is a financial advisor at Centaurus Financial, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance Associates, INC. and Oosting, Burt & Associates LLP, where he also assists with tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Phillip H

CFP®, Series 63

Fremont, MI

Ameriprise

Phillip Harmon is a CFP® with 29 years of industry experience and is currently affiliated with Ameriprise in Fremont, MI. He has been with Ameriprise and its affiliated entity since 2005. Outside of his financial advisory work, he is involved in the pinball community, including operating coin-operated amusement machines and supporting the International Flipper Pinball Association to promote competitive pinball in Michigan. Ameriprise serves clients primarily through a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging a centralized consulting team and automated processes to support its advisors.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Tina W

CFP®, Series 66

Fremont, MI

Edward Jones

Tina Wightman is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Gerber Life Insurance for 13 years. Outside of her advisory role, she owns R&R Retreats, a leisure business specializing in guided hunts in Fremont, MI. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branch offices nationwide.

Retirement income strategy Charitable giving & philanthropy Inheritance planning Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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Dean F

Series 66

Fremont, MI

Edward Jones

Dean Ford is a Series 66-registered financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones in 2024, he worked for nine years at Spectrum Health/Corewell Health. He is based in Fremont, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporations, and charitable organizations. 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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
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Amber G

Series 66

Newaygo, MI

Edward Jones

Amber Gorby is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation. Prior to joining Edward Jones, she was involved with Reva Jane Lifestyle Co and worked at HomeTown Pharmacy for 17 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Edward F

ChFC®, Series 63

Newaygo, MI

Mass Mutual Investors Services

Edward Fedell II is a ChFC® credentialed financial advisor with Mass Mutual Investors Services, where he has worked since 1993. He has 42 years of industry experience and also serves as the mayor of Newaygo, Michigan. Additionally, he is a board member of the Heritage Museum of Newaygo County. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by firm-approved software tools and various investment and insurance implementation options.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Glenn M

Series 66

Fremont, MI

Edward Jones

Glenn McLain is a financial advisor with Edward Jones in Fremont, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Edward Jones since 2015. Outside of his advisory work, he operates a seasonal Christmas tree sales business, with proceeds donated to his local church. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations, managing approximately $1.01 trillion in assets through a nationwide network of advisors.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Melissa F

Series 66

Fremont, MI

Edward Jones

Melissa Frankhouser is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Outside of her advisory role, she serves as an assistant coach for high jump at Fremont Public Schools. 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 approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Scott S

Series 66

Newaygo, MI

Edward Jones

Scott Swinehart is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he volunteers with the Muskegon River Watershed Assembly in Big Rapids, MI, assisting the finance team in reviewing financials. 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 strategies and maintains one of the largest retail advisor and branch networks in the industry.

Charitable giving & philanthropy Retirement income strategy Business ownership considerations Business succession planning General estate planning guidance Military & Veterans
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Melea P

Series 66

Fremont, MI

Ameriprise

Melea Price is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns a tax preparation business and serves as secretary on the board of directors for Spike Horn Gun Club, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing retirement-income planning, focusing on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Travis B

Series 63, Series 66

Newaygo, MI

Edward Jones

Travis Bull is a financial advisor at Edward Jones with 24 years of industry experience, all of which have been with Edward Jones since 2002. He holds the Series 63 and Series 66 designations. Outside of his advisory work, he is involved in agriculture through Bull Orchards LLC, a family farm he is acquiring from his father. 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 and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branches.

Charitable giving & philanthropy Retirement income strategy Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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Casie E

Series 66

Fremont, MI

Raymond James Financial

Casie Eitniear is a financial advisor with Raymond James Financial, holding a Series 66 credential and 18 years of industry experience. She worked at Stifel from 2006 to 2018 before joining Raymond James Financial Services Advisors, Inc. and Karsten Financial Group, where she is also an owner of a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools and supports a wide advisor network with specialized programs such as municipal advisory services and SIMPLE IRA employer consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Zoe H

Series 66

Fremont, MI

Ameriprise

Zoe Harmon Wilbur is a financial advisor at Ameriprise Financial Services with 10 years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2016. Outside of her advisory role, she owns a videography and photography business and serves as Vice President on the Board of Directors for the Yahaba Friendship City Program. Additionally, she participates on the Fremont Area Community Foundation’s Community Development and Impact Investment Committees. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, which includes written recommendation reports and ongoing advice designed to support dependable income and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Brian K

Series 63, Series 65

Fremont, MI

Raymond James Financial

Brian Karsten is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and with 44 years of industry experience. He previously worked at Stifel, Nicolaus & Co., Inc. for 18 years before joining Raymond James in 2018. Karsten is also the owner of Karsten Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goal-setting and investment decision-making.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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