Andrew Butler is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house portfolio strategies, third-party managers, and alternative investments.

Elizabeth Gill is a financial advisor at Kingsview Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services combining in-house investment strategies with third-party managers and access to alternative investments.

Grace Timmers is a financial advisor at Kingsview Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial industry, she had experience in the restaurant sector as a waitress. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and access to alternative investments.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Fifth Third Securities since 2012 and associated with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages RENTGR.COM LLC, an internet marketing business for residential rental properties. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including direct indexing and tax-loss harvesting.

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.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

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.

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.

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.

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.