Alan Russell

Kimmy Morris is a financial advisor with Fifth Third Securities, Inc. based in Hillsdale, MI. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Morris has been with Fifth Third Securities and Fifth Third Bank since 2006. Fifth Third Securities, Inc. 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 options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

David Hunter is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera, Cornerstone Advisors, and Hillsdale College. Outside of his advisory work, he assists with tax services at Cornerstone Tax Services, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Travis Lacelle is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Securities, PNC Investments, and Citizens Securities. Lacelle is also associated with Flagstar Bank in a wealth services capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various portfolio management options.

Matthew Patillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Hillsdale, MI. Outside of his advisory work, Patillo is involved in a fitness center business, The Well AC, where he contributes to public relations, member orientation, and site management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated products under a fiduciary standard.

John Blanchard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he volunteers with the Michigan Snowmobile & ORV Association. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a delivery model that integrates LPL-sponsored and other third-party advisory programs, managing significant assets on both discretionary and non-discretionary bases.

Nolan Sullivan is a financial advisor with Edward Jones in Hillsdale, MI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Hillsdale College, Quicken Loans, and AFLAC. Outside of his advisory duties, he serves on the boards of Domestic Harmony and the City of Hillsdale’s Economic Development Corporation and has experience coaching basketball and soccer at Hillsdale College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.