Micah Fannin is a financial advisor at Private Advisor Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group, he worked at Ferris Financial and was affiliated with Cedarville University. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver tailored investment solutions.

Brent Oliver is a CFP® professional with 12 years of industry experience, currently with Carson Wealth in Jackson, MI. He has held roles at Avery Wealth, Inc. and CWM, LLC, and serves as president of IBICES Wealth, LLC, where he provides independent contractor advisory services. Carson Wealth is an SEC-registered investment adviser managing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored investment solutions supported by integrated custodial and technology platforms.

James Grace is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Grace is a member of the Investment Club — Ocean Front Capital Group, an informal investment club with no compensation. &Partners serves a diverse client base, including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative strategies across discretionary and non-discretionary accounts, utilizing both proprietary and third-party managers.

Daniel Reese is a financial advisor with Carson Wealth and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 17 years of industry experience, including prior roles at Avery Wealth, Inc. and USA Financial Securities LLC. Reese is based in Jackson, Michigan. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management for annuities, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical inputs.

Scott Anderson is a CFP® professional with 23 years of industry experience. He is currently with Fifth Third Securities, Inc., joining the firm in 2026 after previous roles at Ameriprise, Comerica Securities, Inc., and Morgan Stanley. Outside of his advisory work, Anderson is involved in independent insurance brokering and participates in managing a corporate cash management platform. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs and portfolio management options through its Passageway platform, supported by a range of third-party managers and advisory strategies.

Kevin Sykes is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he serves as a board member for Paragon Academy. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a broad range of retail and institutional investment offerings.

David Hunter is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera, Cornerstone Advisors, and Hillsdale College. Outside of his advisory work, he assists with tax services at Cornerstone Tax Services, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Peter Kofflin is a financial advisor with Morgan Stanley in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Travis Lacelle is a financial advisor with LPL Financial in Hillsdale, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments Inc, Citizens Securities, Inc, PNC Investments, and Fifth Third Securities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Philip Riley III is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. He serves as a trustee and co-trustee of investment-related trusts in Clarklake, Michigan. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and various investment analyses while offering both retail and institutional financial services.

Jamie Dittenber is a financial advisor with Edward Jones in Jackson, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Jamie worked for Dawn Food Products from 2007 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Molly Berner is a financial advisor at Thrivent Investment Management with 18 years of industry experience. She holds the Series 66 designation and has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning covering topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing program called “WealthPlan.”

John Blanchard is a financial advisor with Equitable Advisors in Hillsdale, Michigan, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has experience spanning over two decades at the firm. Outside of his advisory role, he is a civic volunteer with the Michigan Snowmobile & ORV Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and employing third-party asset managers and diverse investment options, including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services for qualified plans.

Michael Dear is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with firms including Avantax Advisory Services and Taxfyle, where he provides tax preparation and accounting services. Dear is also the owner of Dear Financial & Tax Solutions, offering accounting and investment-related services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Nolan Sullivan is a financial advisor at Edward Jones in Hillsdale, MI, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Hillsdale College, Quicken Loans, and American Family Life Assurance Company. Outside of his advisory work, he serves on the boards of Domestic Harmony and the City of Hillsdale's Economic Development Corporation, and coaches basketball and soccer at Hillsdale College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large network of financial advisors and branch offices nationwide.

Bradley Goldsmith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has operated his own tax preparation and accounting firm, Bradley W. Goldsmith & Associates, LLC, since 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Kelly Langley is a financial advisor at Edward Jones in Jackson, MI, with 19 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services under a fiduciary standard.

Brian Forward is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and personalized advisory services.

Kim Coberley is a Series 66-licensed financial advisor with Morgan Stanley, based in Jackson, MI, with 11 years of industry experience. She has been with Morgan Stanley Private Bank and Morgan Stanley since 2015 and has been involved with a family farm since 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery conversations and approved planning tools, offering a range of retail and institutional investment services.

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.