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Nolan S

Series 66

Hillsdale, MI

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business sale tax planning ESG / Sustainable investing Founder/Business Owner Religious/faith focused Values-based investing
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Charles W

Series 66

Hillsdale, MI

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel W

ChFC®, Series 66

Hillsdale, MI

Edward Jones

Samuel Waldvogel is a financial advisor with Edward Jones in Hillsdale, MI, holding the ChFC® and Series 66 credentials and bringing six years of industry experience. He has served on the Board of Trustees and the finance committee for the Hospice of Hillsdale County, as well as on the Economic Development Corporation board in Hillsdale. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels, offering various advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Wealth management ESG / Sustainable investing Business ownership considerations Founder/Business Owner
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John W

Series 63, Series 66

Hillsdale, MI

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Business succession planning Founder/Business Owner
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