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.

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.

Charles Waldvogel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Harbor Brenn Insurance and AFlac. He has also been involved in various local businesses and organizations, including Foundation Golf Center, Boyne Highlands, Hillsdale Country Club, Hillsdale Brewing Co, and Hillsdale Academy. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Samuel Waldvogel is a financial advisor at Edward Jones in Hillsdale, MI, holding the ChFC® designation and Series 66 license with five years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he serves on the Board of Trustees and Finance Committee for the Hospice of Hillsdale County and is a member of the local Economic Development Corporation board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a nationwide network of over 23,000 advisors and 15,000 branch offices.

Huey Heise is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including prior roles at Regulus Financial Group, LLC and Regal Investment Advisors. Outside of his advisory work, he is also involved as an agent in the insurance and benefits sector. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through its network of independent professionals and multiple account platforms.

Don Toffolo is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part-owner of a small residential property rental business with his wife. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Denise Monahan is a financial advisor with Edward Jones in Hillsdale, MI, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones and its affiliated entity since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Waldvogel is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in managing a rental property in Hillsdale, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors nationwide. The firm manages over $1 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

Brett King is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Elisa Manley is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Cetera Investment Services and Cetera Investment Advisors LLC since 2019 and previously spent four years with Edward Jones. Additionally, she serves as an administrator of trusts and estates at Century Bank and Trust. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, fiduciary solutions, and access to third-party money managers. The firm combines retirement and fiduciary capabilities with a broad trust and institutional network, supporting a variety of advisory programs and custodial arrangements.