ADVISOR BIO

Aaron Puff is a financial advisor with LPL Financial LLC, based in Battle Creek, MI. Aaron has been in the financial services industry since June 2004 and holds licenses for both securities and investment advisory services. Aaron's previous experience includes roles with Cetera Advisor Networks LLC, Fifth Third Securities, Inc., Chase Investment Services Corp., Waddell & Reed, Inc., and MML Investors Services, Inc. Aaron is dedicated to providing personalized financial planning and investment management services to individuals, families, and businesses.

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ADVISOR BIO

Belinda Best is a financial professional with over 20 years of experience in the industry. Belinda is registered as a Registered Representative and Investment Adviser Representative, and holds the Series 7, Series 63, Series 65, and SIE licenses. Belinda is currently employed at Harbour Investments, Inc., a firm that manages assets between $1 billion and $10 billion. Previous employment includes Ameriprise Financial Services, Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Belinda is an active member of the financial industry and provides a wide range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Belinda specializes in helping clients with their investment needs, with a focus on retirement planning, college savings, and estate planning.

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ADVISOR BIO

Benjamin Roosevelt is a financial advisor with Wells Fargo Clearing Services, LLC, registered with the state of Michigan as a Registered Representative and Investment Advisor Representative. Benjamin joined the firm in May 2009 and has been with them for over a decade. Prior to his current role, Benjamin worked at A. G. EDWARDS & SONS, INC. Benjamin specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors for individuals and businesses. Benjamin has a strong track record of success and is committed to helping his clients achieve their financial goals.

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ADVISOR BIO

Benjamin Richard Duval is a financial advisor with over 10 years of experience in the industry. Benjamin is currently registered with LPL Financial LLC and holds the Series 63, Series 7 and SIE licenses. Prior to joining LPL Financial LLC, Benjamin was affiliated with MML Investors Services, LLC. Benjamin is registered to provide investment advice in Colorado, Illinois, Indiana, Michigan, and South Carolina. Benjamin specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and retirement plans.

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ADVISOR BIO

Blane Riley Heisler is a financial advisor with over 8 years of experience in the industry. Blane is registered with Harbour Investments, Inc., and has been with the firm since September 2021. Previously, Blane was registered with Jackson National Life Distributors LLC from June 2017 to April 2021. Blane holds the Series 7, Series 66, and SIE licenses and is a Certified Financial Planner. Blane has expertise in retirement planning, college savings, and investment management. Blane's approach is to build a strong relationship with clients and understand their goals and needs before recommending any financial products or services.

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ADVISOR BIO

Brandon Hutson is a financial advisor with Raymond James & Associates, Inc. Brandon is licensed to provide investment advice in Michigan and Texas. Brandon also offers a variety of other financial services, including financial planning, pension consulting, and educational seminars. Brandon has been in the financial services industry since 2019.

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ADVISOR BIO

Brennan Lewis Bennett is an investment advisor representative with Raymond James & Associates, Inc. located in Battle Creek, Michigan. Brennan Lewis Bennett has been in the securities industry since August 13, 2010. Brennan Lewis Bennett is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor in Michigan and Texas. J.J.B HILLIARD, W.L. LYONS, LLC, Brennan Lewis Bennett's previous employer, was inactive in both the broker-dealer and investment advisory business. Brennan Lewis Bennett has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Brennan Lewis Bennett is a partner in Shock and Awe Fireworks and devotes 2-10 hours per month to this business.

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ADVISOR BIO

Brent Douglas Fast is an investment advisor representative with Edward Jones. Brent has been in the securities industry since September 19, 2008. Brent is registered with the state of Michigan. The main office of Edward Jones is located in St. Louis, MO. Edward Jones has approximately $10 billion to $50 billion in assets under management and manages over 5 million accounts.

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ADVISOR BIO

Carrie Ann Wills is a financial advisor in Battle Creek, Michigan. She is a registered representative with Robert W. Baird & Co. Inc. Carrie has been in the industry since November 18, 2002. She is a Series 66, Series 10 and Series 9 licensed advisor. Carrie Ann Wills has experience with the firm J.J.B. HILLIARD, W.L. LYONS, LLC and has previously served clients in Battle Creek, MI.

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ADVISOR BIO

Charles Joseph Carroll is an Investment Advisor Representative registered with Wells Fargo Clearing Services, LLC. Charles has been in the industry since April 23, 1995. Charles currently holds a Series 66 license through FINRA and a Series 63 license through the state of Michigan. Charles is also a registered Investment Advisor Representative in the state of Florida.

SPECIALIZATIONS