Elisa Lavon Manley

James Morrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with AE Wealth Management since 2017 and previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. Morrison also operates James J. Morrison & Associates dba Morrison Financial Group, where he serves as Vice President and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that integrates both internal and third-party investment models.

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.

Tammi Schorfhaar is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She also serves as director of operations at James J. Morrison & Associates dba Morrison Financial Group, a role she has held since 1991. Outside of her advisory work, she is the secretary of the Ovid Township Planning Commission. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

April Rose is a financial advisor with TIAA-CREF in Coldwater, MI, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Lincoln Financial Group, Voya Financial Partners, and Valic Financial Advisors. She serves as Finance Chair for the United Methodist Church, assisting with budgeting, financial oversight, and audits. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts and applies a fiduciary standard across its services.

Alan Russell is a financial advisor at Edward Jones in Hillsdale, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was self-employed for seven years and worked at the Michigan Department of Corrections for six years. He is also a co-owner of Sofia Lee Ventures, a real estate rental business he operates with his wife. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

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.