Jeremiah Newton is a financial advisor at Edward Jones in Manchester, MI, holding a Series 66 credential with two years of industry experience. His prior work includes five years at Consumers Energy Inc. and eleven years at PECO Pallet Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Brennan Clark is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2016. Prior to this, he was employed at DVH Enterprises, Inc. from 2008 to 2018. Outside of his advisory role, he is also an associate at The Wealth Advisors, Ltd. DBA Paramount Wealth Management, where he assists in client meetings and supports financial planning activities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and investment consulting supported by analytical tools and is noted for its affiliation with a municipal advisor and specialized SIMPLE IRA Employer Advisory services.

Nicholas Kaster is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior roles include work at Avantax Advisory Services and Capstone Tax and Financial, where he also provides tax preparation services. Outside of finance, he serves as a board member and treasurer for a condominium association and has a long-standing consulting role at the Racquet Club of Ann Arbor. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of investment and advisory services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

James Cole is a ChFC® credentialed financial advisor with 30 years of industry experience. He has been with LPL Financial since 2018 and previously worked at Sigma Financial Corporation for 23 years. Cole also serves on the board of the American Legion Post 97. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by model portfolios, third-party research, and various portfolio management services.

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 in Adrian, MI, holding Series 63 and Series 65 licenses and with 15 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America, Evangelista & Associates, and WFG Investments Inc. Since 2017, he has also been a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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 in Adrian, Michigan, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Investment Centers of America for eight years. Outside of his advisory role, he serves on the Lenawee County Veterans Affairs Executive Committee and is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by proprietary research, third-party subadvisors, and advanced portfolio management technologies.

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 at Charles Schwab with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as Secretary for the Country Club Hills Homeowners Association in Jackson, MI. Charles Schwab serves 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 a combination of non-discretionary and discretionary investment management solutions supported by centralized operational and supervisory infrastructure.

Eric Hatch is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

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.

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.