Charles Waldvogel

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.

Alan Russell is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked as a self-employed professional from 2017 to 2024 and spent six years with the Michigan Department of Corrections. Outside of advisory work, he is a co-owner of Sofia Lee Ventures, a real estate rental partnership. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

David Hunter is a financial advisor at Osaic Wealth Inc with three years of industry experience. He holds a Series 66 designation and has previously worked at Cetera and AdvisorNet Wealth Partners. Outside of his advisory role, he assists with tax services at Cornerstone Tax Services, LLC. Osaic Wealth Inc is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments and portfolio optimization tools, offering a wide range of investment options and access to multiple custodial platforms.

Travis Lacelle is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Fifth Third Securities, PNC Investments, Citizens Securities, and Infinex Investments. He is also associated with Flagstar Bank. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

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 in Hillsdale, MI, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Outside of his advisory work, he volunteers with the Michigan Snowmobile & ORV Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning and retirement-plan support alongside access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model that incorporates a broad roster of external asset managers and offers both advisory and brokerage/insurance services.