Mohamad Hussein is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Edward Jones in 2023, he worked at PNC Investments for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of over 23,700 financial advisors.

Jacob Vanator is a financial advisor at Cambridge Investment Research Advisors with CFP® and Series 66 credentials and four years of industry experience. He also works as a tax services provider at Vanators & Associates CPA and serves on the board of Rotary of Eaton Rapids. Additionally, he is employed in education at Great Lakes Christian College. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors by offering financial planning, investment management, and retirement-plan advisory services. The firm supports both discretionary and non-discretionary management through multiple platforms and provides access to third-party advisers and proprietary model strategies under the Founders Gate Capital brand.

Kenneth Morgensai is a CFP® professional at Edward Jones with four years of industry experience. His prior roles include positions at MC Kostrzewa & Co PC, Lifeworks Advisors LLC, and Mercantile Bank of Michigan. He has also worked in various capacities at Central Michigan University, the City of Marshall Recreation Department, and Marshall Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Taylor Gibson is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2019 and has prior experience at Western Michigan University, Chipotle Mexican Grill, Greenleaf Trust, and Kellogg Community College. 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 advisory programs with both discretionary and non-discretionary strategies, supported by a large nationwide network of advisors and branch offices.

Jeffrey Sirola is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Ameriprise Financial Services and Commonwealth Financial Network. He is also involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Bradley Goldsmith is a financial advisor with LPL Financial based in Jackson, MI, holding Series 65 and Series 63 credentials and has 11 years of industry experience. He worked at Avantax Advisory Services and Avantax Investment Services before joining LPL Financial in 2024. He also operates Bradley W. Goldsmith & Associates, LLC, providing tax preparation and accounting services. 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party management, supported by technology tools for operational and research purposes.

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.

Frank Hones is a CFP®-designated financial advisor with LPL Financial, based in Jackson, MI, and has 29 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory work, he serves as a notary public in Michigan, providing notarization services without charge for clients and friends. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad non-advisory financial services network.

Wesley Mullins II is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Cetera and has previously worked at Ameriprise Financial Services, Inc. for 20 years. Mullins also engages in fixed insurance sales as a secondary business activity. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

David Price is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

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.

Erik Smith is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including three years at Edward Jones prior to joining Cambridge in 2011. Outside of his advisory role, he serves as a board member for the Battle Creek Rotary Club. Cambridge Investment Research Advisors, Inc. serves a diverse client base of individuals and institutions, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

David Cushard is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including a long tenure at Ameriprise Financial Services from 1993 to 2025 before joining Cetera-affiliated firms in 2026. Cushard’s other business activities include involvement in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with access to affiliated and third-party money managers and multiple program structures.

William Annis is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2017. He has nine years of industry experience and previously worked in orthopedic specialties and sports medicine. Outside of his advisory role, Mr. Annis is actively involved in community organizations, serving as Foundation President for the Rotary Club of Marshall, Board Chair of Battle Creek Area Habitat for Humanity, and Treasurer for Mobile Meals of Marshall. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm’s approach combines planning with managed-account services under a consolidated billing option, emphasizing periodic plan reviews and advisor-delivered updates.

Richard Ratts is a financial advisor with Edward Jones in Jackson, MI, holding a Series 66 designation and six years of industry experience, all with Edward Jones since 2020. Prior to his advisory role, he served as a pastor at Crossroads Church of Monticello, where he continues to occasionally officiate funerals and weddings and conduct speaking engagements. 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 with a large nationwide network of financial advisors and offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Donald Hershberger III is a Series 66 licensed advisor with over 18 years of experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2016 and has a long-term affiliation with The Wealth Advisors, Ltd. dba Paramount Wealth Management, Inc., where he assists client meetings and monitors client accounts. 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, pension plans, corporations, and institutional entities. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and is known for its municipal advisory capabilities and customized retirement plan solutions.

Abram Soper is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held positions at Valmark Securities, Inc. and Strategies Wealth Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products with approximately $1.01 trillion in assets under management. The firm is notable for its extensive network of advisors and branches, as well as its broad capabilities beyond advisory services.

Steven Reule is a Series 66-licensed financial advisor with Edward Jones in Parma, MI, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Brandy Eggleston is a CFP® and ChFC® with 23 years of experience in the financial industry. She has been with Edward Jones since 2012. Outside of her advisory role, she owns and manages Presidential Coatings LLC, an industrial services business in Marshall, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets and offers affiliated mutual funds, tax-efficient services, and a comprehensive branch network nationwide.

Jason Idziak is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.