David Hecht is a CFP® with 23 years of industry experience and has been with Valeo Financial Advisors, LLC since 2018. Prior to joining Valeo, he worked for Oxford Financial Group, Ltd for 15 years. Valeo Financial Advisors is a multi-team SEC-registered firm managing approximately $13 billion for retail, high-net-worth, and institutional clients. The firm offers comprehensive financial planning and portfolio management using a strategic asset allocation framework with tactical adjustments, independent managers, and model portfolios, and also provides specialized services such as advisory support for private investment funds and pooled vehicles.

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, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Cambridge Investment Research since 2014 and also operates Whiteford Wealth Management. Outside of advisory work, he owns a cleaning business and serves as president and board member of a non-public property management company. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and supports both discretionary and non-discretionary management with access to multiple platforms and third-party advisers.

Caleb Duckworth is a CFP®-designated financial advisor with LPL Financial, based in South Haven, MI, and has eight years of industry experience. Prior to joining LPL Financial in 2026, he worked at Fifth Third Securities and Fifth Third Bank for seven years, as well as Huntington National Bank for four years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad array of financial services.

Scott A'hearn serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team focus on providing comprehensive financial services, including planning, investments, lending, credit solutions, banking, and insurance, leveraging resources from Merrill Lynch and Bank of America. Their approach is goals-based, aiming to assist clients in organizing and managing all aspects of their financial lives. Scott's expertise encompasses areas such as college education planning, family wealth management strategies, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and socially responsible investing, among others. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He holds a Bachelor's Degree from DePaul University. Outside of his professional role, Scott is a husband and father of four children. He spends his free time actively engaged with his family and participates in community volunteer activities.

Stacy Robinson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. Prior to joining Cambridge in 2019, Robinson worked at Valic Financial Advisors from 2013 to 2019. Additionally, Robinson has worked as an independent insurance agent since 1991. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

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 who holds a Series 66 designation and has 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2009 and operates Whiteford Wealth Management, Inc., which he founded in 1997. Outside of financial advising, he is involved in political activities as an elected state representative and serves on the executive committee of the Michigan Republican Party. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various platforms for discretionary and non-discretionary management, proprietary model strategies, and access to third-party advisers.

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 at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Mass Mutual Investors Services, MassMutual Life Insurance, TIAA-CREF, and has experience as a self-employed professional outside the securities industry. Robinson is also an agent at Edge Insurance Group. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers a variety of platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

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.