James Cole is a financial advisor at LPL Financial with 30 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at LPL Financial since 2018. Prior to joining LPL, he spent 23 years at Sigma Financial Corporation and has been associated with Guarantee Mutual Life Company since 1979. He serves as a board member of the American Legion Post 97. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a diverse range of financial planning services and investment programs, combining proprietary research and third-party management with technology-driven tools.

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.

Corey Arno is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2017 and previously held positions at firms including Investment Centers of America, Evangelista & Associates, WFG Investments Inc., and SPC. Outside of advising, Corey is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and advisory services supported by diverse investment platforms and tools.

Steven Segura is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. He previously worked at Tiaa and TIAA-CREF from 2015 to 2026 before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and unaffiliated model portfolios as well as bespoke strategies.

Preston Pelham is a financial advisor at Edward Jones in Tecumseh, MI, with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley, Morgan Stanley Smith Barney LLC, Quicken Loans, and Classic Cabinets and Interiors. 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 large nationwide network of advisors and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gregory Gotham is a CFP® professional with 13 years of experience in the financial industry, all of which have been with Edward Jones since 2013. He holds a Series 66 license and is based in Adrian, 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 and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Aaron Ricketts is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with Investment Centers of America. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by advisor-facing technology.

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.

Kevin Phillips is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory role, he is involved in a family construction business where he assists with bookkeeping, marketing, and web design. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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.

Kevin La Marre is a financial advisor with Charles Schwab & Co., Inc. in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. Prior to joining Charles Schwab in 2018, he worked at Wells Fargo Clearing from 2016 to 2018. He serves as secretary of the Country Club Hills Homeowners Association in Jackson. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offering an integrated operational structure.

Megan Cordi Standfest is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. Her prior work includes roles at LPL Enterprise LLC and MassMutual Life Insurance Company. Outside of finance, she has been involved with the Clean Home Task Force since 2020. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and offers event-driven planning services including divorce and estate-settlement planning.

Jill Berkemeier is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and several other financial and service firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to multiple registered investment companies and offers model portfolios to intermediary platforms.

Mark Vernon is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2020, he worked at MECM Partners and Allianz Global Investors from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than 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 nationwide network of over 23,000 financial advisors.

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.”

Michelle Reed is a financial advisor with Raymond James & Associates based in Jackson, MI, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Raymond James & Associates since 2011. Outside of her advisory role, Reed serves on the board of the Brooklyn-Irish Hills Chamber of Commerce. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through multiple advisory programs and a range of portfolio management styles.

Daniel Gordon is a financial advisor with LPL Financial in Adrian, MI, holding Series 63 and Series 66 credentials and over 28 years of industry experience. His career includes prior roles at Creative Financial Designs, Gleaner Life Insurance, and Independent Financial Advisors. Outside of his advisory work, he is involved in music on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by machine-learning tools for advisor operations and research.

Lynette Foor is a financial advisor with LPL Financial and holds a Series 66 designation. She has six years of industry experience, including eight years at Edward Jones prior to joining LPL Financial. Outside of her advisory work, she is involved with a family farm, an agricultural business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad non-advisory financial services network.

Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. 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 financial advisors and branch offices.