Andrew Butler is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Butler holds Series 63 and Series 66 licenses and is based in Mecosta, Michigan. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing access to a wide range of investment strategies and third-party managers.

Elizabeth Gill is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm offers tailored portfolio management and utilizes proprietary model portfolios, ETFs, and partnerships to support client portfolios.

Grace Timmers is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for four years and has a background that includes education at Grand Canyon University and work in the restaurant industry. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio management team.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he manages an internet marketing business focused on residential rental properties. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering diverse program types and third-party portfolio managers via its Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

Elizabeth Tkacz Breitner is a CFP® professional with 29 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary, tailored investment solutions.

Kelly Brockette is a financial advisor at Cambridge Investment Research Advisors with 27 years of industry experience. She has worked with the Cambridge firms since 2011 and has been associated with Lerner Financial Group since 1994. In addition to her advisory roles, she acts as an independent insurance agent. 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 plan advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and platform arrangements.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Maureen Krueger is a financial advisor with Cambridge Investment Research Advisors who holds the Series 66 designation. She has experience dating back to 2015, including roles at Cambridge Investment Research, Inc. and Lerner Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody and platform arrangements and both proprietary and third-party investment strategies.

Lisa Bondarenko is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she plays the piano for Northland United Methodist Church in Stanwood, MI, performing at services, funerals, and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Daniel Terry is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory work, Terry engages in songwriting and has recorded an album. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Benjamin Fath is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and two years of industry experience. His background includes roles at Cambridge Investment Research, Inc., Lerner Csernai Fath Financial Group, and Lincoln Electric Company. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing proprietary and third-party model strategies and a variety of custody and platform arrangements.

Allyse Ward is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to joining Cambridge, she worked in education and healthcare sectors in Big Rapids, MI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.

Leisa Massie is a Series 66 licensed financial advisor with Edward Jones, based in Big Rapids, Michigan. She has over two years of industry experience and has been with Edward Jones since 2006. Outside of her advisory role, she occasionally engages in photography, focusing on events such as weddings and family portraits. 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 services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.

Danny Witbeck is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials and approximately one year of industry experience. His background includes roles at Lerner Financial and involvement with Evart Public Schools and Birch Valley Golf Course. He also has nearly a decade of experience related to Carmichael Farms and three years at Northwood University. 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 financial planning, investment management, and retirement advisory services delivered through a network of independent professionals using various portfolio management and advisory platforms.

Nicholas Scheible is a financial advisor at Cambridge Investment Research Advisors with 10 years of industry experience and holds a Series 66 designation. He has been with Cambridge Investment Research Advisors since 2016 and with its affiliated firm since 2015. Scheible serves as a board member of the Mecosta County Community Foundation, president of the Ferris State University Blueline Club, and treasurer for Big Rapids Travel Baseball. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a diverse clientele including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Steven Miller is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 designations. 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 a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Bradley Fath is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 31 years of industry experience. He has been affiliated with Cambridge Investment Research since 2011. Outside of his advisory role, he serves as a board member of Eagle Village, a nonprofit organization in Hersey, Michigan. 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 retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management approaches across multiple platform arrangements.

Thomas Tacia is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he serves on several local nonprofit and community boards, including St. Mary’s School Board and the Mecosta County Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.

Shannon Hannon is a financial advisor with LPL Financial who holds Series 63 and Series 65 designations and has 28 years of industry experience. She has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2004. Outside of her advisory role, she is involved with Hannon Financial, a related business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of investment strategies and advanced operational tools.

Zachary Doxtater is a financial advisor at Cambridge Investment Research Advisors with 18 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for 17 years. He operates a separate business under the name Doxtater Financial. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a variety of portfolio management and model-based solutions.