Caroline Lake is a financial advisor at Edward Jones with over 11 years of experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Outside of her advisory role, she designs and manufactures laser-cut and engraved home décor, jewelry, and collectible display shelving through her business, Drinking Sunlight. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Allison Haring is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds a Series 66 designation and has been affiliated with Cambridge Investment Research entities since 2017. Outside of her advisory role, she is an independent insurance agent, a notary, and provides tax preparation services. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Laura Crawford is a CFP® and holds a Series 66 designation with seven years of industry experience. She is currently a financial advisor at Edward Jones, where she has worked since 2015, including a brief period with WillSub. Outside of her advisory role, Crawford serves on the boards of charitable and nonprofit organizations and organizes an annual Michigan Brain Aneurysm Awareness 5K, with proceeds benefiting the Brain Aneurysm Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and affiliated investment products, supporting over 23,700 financial advisors nationwide and managing approximately $1.01 trillion in assets under management.

Abbey Bissell is a financial advisor with Cambridge Investment Research Advisors in Mt Pleasant, MI, holding a Series 66 designation and 11 years of industry experience. She previously worked at SII Investments, Inc. and has been with Cambridge since 2017. Bissell serves as a board member and operating manager of Britt-ABS LLC and volunteers as a board member with the Isabella County Child Advocacy Center. Cambridge Investment Research Advisors is a large SEC-registered firm serving individual clients, retirement plans, charitable organizations, and other entities. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Christopher Nickel is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked for SII Investments/Bogé, Wybenga & Bradley, PC for 20 years before joining Cambridge in 2017. Outside of his advisory role, Nickel is actively involved in local organizations, serving as treasurer for the Potter's House Family Worship Center and holding leadership positions on several nonprofit boards related to youth and education in the Mt. Pleasant, MI area. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing both proprietary and third-party investment strategies tailored to client objectives across multiple platform arrangements.

Jena Eisenberger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mount Pleasant, MI. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Travis Smith is a Series 66 licensed financial advisor with Edward Jones in Mt Pleasant, Michigan, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

Amy Hovey is a financial advisor with Edward Jones in Mt Pleasant, MI, holding the CFP® designation and Series 66 license. She has 16 years of industry experience, including 17 years with Edward Jones. Outside of advisory work, she owns an LLC that manages an office building used for her Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anthony Yuncker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Raymond James since 2019 and previously with Valic Financial Advisors from 2013 to 2019. Yuncker is also the owner of Skeeter's Comet LLC, a business investment outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad range of advisory programs.

Kelly Starry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, Kelly worked for six years at American Credit Acceptance and has experience in both the finance and service industries. 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 and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Scheese is a financial advisor at Raymond James Financial with a Series 66 designation and five years of industry experience. He has worked with Raymond James Financial Services Advisors and Raymond James Financial Services Inc. since 2020 and has prior experience at Isabella Bank. Outside of his advisory role, he co-owns Scheese Farms LLC, where he manages agricultural operations alongside his brother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.