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.

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.

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.

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.

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.

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.

Brendan Mc Carthy is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role at Edward Jones since 2017 and previously worked at TEKsystems from 2015 to 2017. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

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.