Jake Keller is a financial advisor at Edward Jones in Kalamazoo, MI, holding a Series 66 designation. He has one year of industry experience, beginning his career at Edward Jones in 2025. Prior to entering the financial advisory field, Keller worked in various roles including positions at Gallagher Uniform Associates and Alliance Beverage Distribution. 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 investment strategies and services through a large national network of advisors and branch offices.

Jerome Kessenich is a CFP® with 44 years of industry experience, currently serving as a financial advisor with OSAIC since 2024. He previously worked with Securities America Advisors for 24 years. In addition to his advisory role, he owns JK Financial Services Inc., through which he prepares income tax returns. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm utilizes a range of advisory platforms and asset-allocation tools to construct portfolios that include multiple asset types, offering both discretionary and non-discretionary management options.