Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked with ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Ehinger is also a managing partner of Katken Ventures, LLC, a personal venture capital investing business, and serves on the Board of Trustees at Trine University. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm uses diversified, goal-based model portfolios primarily composed of mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment platforms and services.

Chad Keim is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Linsco/Private Ledger Corp. Keim serves as treasurer and board member of Branch County Bloom, a nonprofit organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving clients that include sovereign wealth funds and other large institutional investors.

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.

Tammi Schorfhaar is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AE Wealth Management since 2018. Additionally, she is the Director of Operations at James J. Morrison & Associates Dba Morrison Financial Group, where she has been involved in insurance sales since 1991. Tammi also serves as the secretary of the Ovid Township Planning Commission. 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 through a platform that combines internal and third-party managed models with advisor customization.

Ashley King is a financial advisor at Kestra Advisory with 18 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. King also maintains a notary role outside of her advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms to serve a broad range of investors, including large institutional 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.

Marcus Little is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors Inc. since 2016. His prior experience includes roles at Sturgis Bank & Trust and Linsco / Private Ledger Corp. He is also involved in non-variable insurance sales and serves as President and Director of Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.

Charles Maher is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. 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 investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.

Natalie Boland is a financial advisor with Raymond James Financial in Sturgis, MI, holding a Series 66 credential and six years of industry experience. She has worked at Sturgis Bank & Trust Co. and Raymond James Financial Services since 2018 and previously was employed with St. Joseph County ISD. Outside of her advisory role, she assists with client services at Oakleaf Financial Services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through risk profiling and firm research, with a distinctive focus on non-discretionary advisory services.

Allison O'Connell is a financial advisor at Edward Jones in Coldwater, MI, holding a Series 66 license with three years of industry experience. Her prior work includes roles at Lifecare Ambulance and positions in education at Albion College and Coldwater High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Brian Oswald is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Sturgis Bank & Trust and LPL, and serves as a director and vice president of Oakleaf Financial Services. Oswald is also a finance and investment committee member for Locust Grove Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and institutional clients, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory services supported by a broad affiliate network.

Anita Ritter is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 designations and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2011 to 2024. 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 investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Derek Shaw is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2006. Outside of his advisory role, Shaw serves as chairman of the Bronson Brownfield Redevelopment Authority and the Bronson Downtown Development Authority, and coaches junior high boys basketball for Bronson Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffery Jennings is a financial advisor at Cetera with a Series 65 credential and no prior industry experience before joining the firm in 2025. He is also the owner of Jennings Accounting Solutions LLC, an accounting firm specializing in tax preparation, payroll, bookkeeping, and tax planning. Jennings previously served as president of Support for Hope, a now inactive nonprofit that aimed to assist local foster parents. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services supported by proprietary and third-party investment solutions, along with integrated retirement and fiduciary capabilities.

Kyle Dury is a financial advisor at Edward Jones with 25 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Bank of America and Merrill from 2010 to 2019. Outside of his advisory work, he plays bass in the band Phins Up in Sturgis, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelly Bibb is a financial advisor with Edward Jones in Sturgis, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

William West is a financial advisor with Edward Jones in Coldwater, MI, holding a Series 66 designation and eight years of industry experience, all with Edward Jones since 2018. Prior to his financial career, he served for 20 years at the Kalamazoo County Sheriff's Department. Outside of advising, he works as a part-time firefighter for the City of Coldwater. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Jordan Butler is a CFP® with four years of industry experience, currently affiliated with Edward Jones. He has worked at Edward Jones since 2018 with a brief tenure at Lincoln Financial Group and New York Life Insurance Company. Prior to his financial career, he worked at Jimmy Johns. 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 supported by a nationwide network of more than 23,700 financial advisors.

Barbara Wirick is a financial advisor at Cambridge Investment Research Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2012. She is also affiliated with The Variable Annuity Marketing Company, where she has worked since 1990. Additionally, she operates as an independent insurance agent through Wirick Asset Management LLC. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Donna Hines is a financial advisor at Edward Jones with 16 years of experience at the firm. She holds a Series 66 designation and is based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

David Lehman is a CFP® with six years of industry experience, currently advising at Edward Jones since 2019. Prior to his financial advisory role, he worked at Burr Oak Tool Inc for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grant Kelley is a financial advisor with Edward Jones in Coldwater, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he had roles at Michigan Gas, Walmart, and spent several years in educational positions. He is also associated with Oddfellows and Rebekah Tall Oaks Camp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tracy Kelley is a financial advisor with Edward Jones in Coldwater, MI, holding the CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as president of a rental property business in Burlington, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options, and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jason Wright is a CFP® certificant with 20 years of industry experience and has been with Edward Jones since 2005. He is based in Coldwater, MI, and holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Douglas Targgart is a financial advisor with Edward Jones in Fremont, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is president of Targgart Enterprises, LLC, a real estate business based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large nationwide network of advisors and branch offices.

Steven Wirick is a financial advisor at Cambridge Investment Research Advisors with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cambridge Investment Research Advisors and its affiliated entities since 2008. He also has experience as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers a range of advisory services through a large network of independent financial professionals and utilizes multiple account platforms and strategies tailored to client needs.

Logan Targgart is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones in Fremont, Indiana. His prior work includes roles at Central Michigan University and Vector Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Joshua Parks is a Series 66-licensed financial advisor with Edward Jones in Sturgis, MI. He joined Edward Jones in 2025 and has prior experience in education and agricultural support roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.