Morgan Yaw is a CFP® professional with eight years of industry experience, currently working at Edward Jones in Plainwell, MI. He has held positions at Edward Jones since 2015 and previously worked in human resources at Michigan State University. 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 strategies, operating under a fiduciary standard.

Lori Williams is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with two years of industry experience. She has a long history with Edward Jones, spanning from 2007 to the present. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Adam Schutz is a financial advisor with Ameriprise in Kalamazoo, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in the food service industry at Cottage Inn Pizza Corp., Blaze Pizza, and Panera Bread. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to generate personalized retirement income plans, primarily for clients with assets managed within Ameriprise.

Renae Morrie is a Series 66-licensed financial advisor with Edward Jones, based in Allegan, MI, and has two years of industry experience. She has worked with Edward Jones since 2007, initially in a prior role and currently in her advisory position since 2024. 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 under management through a broad range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Blake Krum is a financial advisor with Raymond James & Associates in Portage, MI, holding a Series 66 designation and six years of industry experience. He previously worked at AVB Inc. from 2016 to 2019 before joining Raymond James & Associates in 2019. Krum serves as a board member at Kalamazoo County State Bank and is involved with the nonprofit Pretty Lake as a board member and finance committee participant. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit entities, providing financial planning and non-discretionary investment consulting supported by various portfolio management styles and affiliated research.

Robert Peralta is a CFP® professional with 18 years of industry experience, currently advising clients at Charles Schwab. His prior roles include positions at Facet Wealth and Ameriprise Financial Services. Outside of his advisory practice, he assists with an online clothing business and operates a retail reselling business. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and extensive research.

Jacob Tiller is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. His work history includes roles at Cambridge Investment Research and Flagstar Bank. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, custodians, and proprietary model strategies.

Isaac Yates is a financial advisor with LPL Financial in Kalamazoo, MI, holding a Series 66 credential and one year of industry experience. Prior work includes roles at Consumers Credit Union and various positions in retail and university settings. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jake Keller is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Gallagher Uniform Associates for four years and has experience in diverse roles including positions at Alliance Beverage Distribution and Sluggers Sports Academy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.