Erica Momany is a financial advisor at Koehler Financial Services, Inc. in Stevensville, Michigan, with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Koehler Financial Services since 1995. Outside of her advisory role, she serves as a Girl Scout leader for the Girl Scouts of Northern Indiana Michiana and coaches for Beachbody, a fitness and nutrition company. Koehler Financial Services provides discretionary portfolio management, asset-allocation advice, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm manages approximately $36.35 million in client assets using a combination of investment methods and offers model portfolios ranging from ultra-conservative to total-return allocations.

Stephen Peterson is a financial advisor at Personal Financial Advice & Insights, LLC in Stevensville, Michigan. He holds a Series 65 designation and has 10 years of industry experience, all with his current firm. Personal Financial Advice & Insights, LLC provides fixed-fee financial planning and advisory services to individual and high-net-worth households through a modular approach covering areas such as tax strategy, retirement planning, elder-care management, and small-business 401(k) plan design. The firm focuses on tailored recommendations and client education without managing client assets or charging fees based on assets under management.

Victoria Holt is a CFP® with 17 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. She has previously worked with LPL Financial and operates True Blue Tax, LLC, a tax preparation firm. In addition to her financial advisory role, she is a licensed insurance agent. True Blue Financial provides investment advice and financial planning to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a goal-driven, tailored investment process that utilizes asset allocation, model portfolios, and multiple analytical approaches, with ongoing monitoring and reallocation as needed.

Lucas Brown is a CFP® professional with 26 years of industry experience. He is affiliated with True Blue Financial, LLC and has been involved with the firm since 2009. Brown also operates True Blue Tax, LLC and serves as an adjunct professor at Cornerstone University. He owns a small family farm that produces grain and grapes. True Blue Financial provides investment advice and financial planning primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm uses a goal-driven, tailored investment approach, incorporating asset allocation, model portfolios, and a mix of fundamental, technical, and cyclical analysis, while utilizing AI tools and offering discretionary portfolio management through LPL-sponsored programs.

Richard Martin III is a financial advisor at True Blue Financial, LLC in Stevensville, MI, holding a Series 66 designation with six years of industry experience. He has previously worked at Crowe Horwath, LLP and has been involved with True Blue Financial and related entities since 2017. In addition to his advisory role, he is a licensed notary and provides tax preparation and planning services through True Blue Tax, LLC. True Blue Financial offers investment advice and financial planning to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a goal-driven, tailored investment process that includes discretionary portfolio management and utilizes model portfolios, third-party managers, and LPL-sponsored programs.

John Gannon is a CFA® charterholder with 19 years of industry experience. He is currently with WealthCare Financial Group, Inc. and has previously worked at firms including LPL Financial, Fidelity Investments, JP Morgan Securities, and Merrill. WealthCare Financial Group serves individuals and families, business owners, non-profit organizations, and retirement plan sponsors. The firm offers financial planning, retirement planning, portfolio management, pension consulting, and rollover guidance, employing a “Structured Investing” approach based on diversified, customized portfolios and a long-term focus.

Kevin Cooney is a financial advisor at Paradigm Wealth Management, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Halo Securities LLC, Sentinus, LLC, and Ausdal Financial Partners. In addition to his advisory role, he is also a licensed life and health insurance agent. Paradigm Wealth Management serves individuals, including high-net-worth clients, and charitable organizations by providing portfolio management, financial planning, and third-party money manager recommendations. The firm employs a tailored investment approach using fundamental and technical analysis, modern portfolio theory, and long-term strategies, while offering educational seminars and utilizing third-party platforms for account aggregation and rebalancing.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.

Derek Middleton is a financial advisor with Kovack Advisors, Inc. in Buchanan, MI, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Kovack Advisors and Kovack Securities since 2011, following prior roles at VOYA Financial Advisors and Ameriprise. Middleton operates a DBA, Middleton Financial, through which he provides financial planning and investment advice. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, employing a structured investment approach supported by Envestnet and a combination of internal and third-party management solutions.

Richard Robinson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Client One Securities since 2014 and serves clients from New Carlisle, Indiana. Outside of his advisory role, he acts as co-executor and co-trustee for a special needs trust related to his family estate. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, employing fundamental and cyclical security analysis, model asset allocations via its proprietary CreativeOne Wealth platform, and access to third-party managers.

Andrew Mason is a financial advisor with StoneX Advisors Inc. in Michigan City, IN, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at StoneX Securities Inc. and A.G. Edwards & Sons, Inc. Beyond his advisory work, Mason is president and 24% owner of Noblechem Resources, Inc., a chemical wholesale and distribution business, and he coaches high school boys golf. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA consulting. The firm uses a variety of investment platforms and third-party managers to implement strategies and supports multiple account structures through a combination of independent advisors and an in-house Private Client Group.

Ann Kuppe is a CFP® professional with over 31 years of industry experience, currently serving at B. Riley Wealth Advisors, Inc. since 2022 and with B. Riley Wealth Management since 2013. She also acts as a FINRA arbitrator on an as-needed basis. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in assets and serving over 16,800 clients. The firm offers a range of advisory programs and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Duane Janka is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Harbour Investments, Inc., where he has worked since 2021, following a 12-year tenure at LPL Financial, LLC. In addition to his advisory work, he owns and operates Janka Financial Group as an independent insurance agent. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities, offering a range of portfolio management and financial planning services tailored to varying investment approaches.

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 Advisors and Kovack Securities since 2011, following a one-year tenure at VOYA Financial Advisors. Middleton also manages her own investment advisory business under the name Middleton Financial. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and more than $6 billion in client assets. The firm serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to manage portfolios.

Gabriel Macias is a financial advisor with Lincoln Investment in Stevensville, MI, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Legend Equities Corporation and Legend Advisory Corporation before joining Lincoln Investment in 2017. Macias has also served as an administrative assistant providing tax preparation and investment support. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management supported by an in-house Investment Management & Research team and employs a layered delivery model combining advisor-led services with third-party managers.

Traci Steder is a financial advisor at Fifth Third Securities, Inc. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities since 2002, with an extended tenure at Fifth Third Bank beginning in 1995. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Courtenay Lavigne is a financial advisor at TIAA-CREF with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2014. Outside of her advisory role, she is involved in marketing for Something from Nothing LLC, a business that developed a step attachment for curbside trash cans. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA retirement relationships. The firm separates point-in-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated structure that includes affiliated funds.

Alan Gort is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in tax preparation and financial planning services and owns a beach house rental property in Port Aransas, Texas. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach includes advisor-led consulting, model portfolios managed by an in-house Investment Management & Research team, and the use of third-party managers and platforms tailored to client objectives.

Victoria Gort is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years at Legend Equities Corporation. In addition to her advisory role, Gort operates Executive Tax & Financial Services, where she provides tax preparation, long-term tax planning, and estate planning advisory services. She also holds an insurance agent license and manages a beach house rental business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Auna Kuehnle is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Sawyer, MI, holding Series 63 and Series 66 licenses and having 17 years of industry experience. She has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and a unique municipal-advisor registration.

Michael Kinney is a Series 66 licensed advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

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.

Lacee Moore is a financial advisor at Edward Jones with Series 66 credentials and seven years of industry experience, including a 13-year tenure at Bosco Family Motors prior to joining Edward Jones. She is based in New Carlisle, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kayla Buckmaster is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, she held roles at Inspire Brands and Fazoli's. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Douglas Wall is a Series 66–credentialed financial advisor with 11 years of experience at Edward Jones, where he has worked since 2015. He is based in Bridgman, MI. Edward Jones is a full-service wealth management firm that serves a wide range of individual and institutional clients, offering both discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets and has a large nationwide network of advisors and branch offices.

Kristine Van Der Kamp is a Series 66 credentialed financial advisor with Edward Jones in Stevensville, MI, holding eight years of industry experience. She has been with Edward Jones since 2009, working continuously in various capacities within the firm. 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 wide range of investment advisory programs and affiliated financial products through a large network of advisors and branch offices nationwide.

Brian Lee is a CFP® and holds a Series 66 license with 11 years of industry experience. He has been with Ameriprise since 2015 and is currently based in Stevensville, MI. Outside of his advisory role, Lee volunteers as a youth hockey coach and occasionally coaches hockey camps. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Anderson is a CFP® and holds a Series 66 license with ten years of industry experience. He has worked at Edward Jones since 2016. 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 range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Craig Langhofer is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 credential and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in managing farm rental agreements in South Bend, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across various net-worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Taylor Bongiovanni is a financial advisor with Fidelity Investments in Michigan City, IN, holding Series 63 and Series 66 licenses with seven years of industry experience. Prior to joining Fidelity, Taylor held positions at various firms including United Technologies Aerospace Systems and Capital City Wealth Management. Taylor is a minority non-managing member of Lakeshore Solutions, LLC, a personal services business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Timothy Barlow is a financial advisor with LPL Financial in Buchanan, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he is engaged as a solar sales representative at Demeter Land. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Ashley Stump is a financial advisor at Stifel with six years of industry experience. She has been with Stifel, Nicolaus & Co., Inc. since 2017 and previously worked at Shinola from 2014 to 2017. She holds a Series 66 designation. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is guided by a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Frank Martin is a CFP®-designated financial advisor at LPL Financial with 22 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a broad platform incorporating model portfolios, third-party asset management, and institutional solutions.

Herbert Scheffler is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has worked at Michigan Financial since 2020 and was previously with LPL Financial from 2014 to 2020. Outside of his advisory work, Scheffler has coached middle school basketball. OSAIC serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations, offering integrated brokerage and advisory services alongside financial planning and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary management strategies.

Craig Herrington is a financial advisor at Stifel with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2012. Outside of his advisory role, he is involved as managing partner of a private plane ownership group and owns a real estate business. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Lee Zimmerman is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Robert Baird & Co. since 1990. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutional clients, and charitable organizations. The group provides customized consulting and portfolio services, including discretionary and non-discretionary management, using a variety of investment strategies and overlay services tailored to client goals and risk tolerances.

Jessica Blumenfeld is a financial advisor at Edward Jones with seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent three years at DAWA Enterprises. Outside of her advisory role, she is involved with Blu Wright Ventures LLC, assisting with operations related to a Biggby Coffee franchise, and is a 50% owner of a property planned for a Biggby Coffee location in Portage, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory solutions, supported by over 23,000 financial advisors nationwide.