Kenneth Morgensai is a CFP® professional at Edward Jones with three 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 educational and community settings, including Central Michigan University and the City of Marshall Recreation Department. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

David Mabis is a Series 66-credentialed financial advisor with 11 years of industry experience, currently with Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Tamarron Community Association, and Waddell & Reed Inc. He serves on the Board of Directors and is President of the Gull Lake Area Rotary Club. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by a dedicated team to deliver personalized retirement planning within its institutional framework.

Tina Perry is a financial advisor with Edward Jones in Battle Creek, MI, holding a Series 66 credential and 18 years of industry experience. She has been with Edward Jones since 2007. 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.

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.

Stephen Jenkins is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, with prior experience at J.J.B. Hilliard, W.L. Lyons, LLC. He is involved in small real estate ventures through CJMJ Properties. The DDK Group, a team within Robert Baird’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients by providing financial planning and portfolio management tailored to client goals and risk tolerances.

Kelly Dishaw is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Robert Baird & Co., Hilliard Lyons, and J.J.B. Hilliard, W.L. Lyons, LLC before joining Raymond James in 2019. Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jaden Sebring is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Cetera and its related entities, having joined in 2026, following roles at Equitable Advisors, LLC, Quicken Loans, and Lyft. His background includes positions in both financial services and other sectors. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Katie Atkinson is a financial advisor at Edward Jones in Battle Creek, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in healthcare and hospitality roles, including positions at HCA and Firekeepers Casino and Hotel. 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 operates a large nationwide network of financial advisors and branch offices.

Veronica Taylor is a financial advisor at Ameriprise with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Asaro Consulting. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet certain asset criteria, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement-income recommendations through a centralized consulting team.

Nathan Parrish is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017, following eight years at Fifth Third Securities. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Seanna Fields is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of her advisory role, her spouse owns an electrical business for which she manages checkwriting. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Pamela Wesley is a financial advisor at Ameriprise in Portage, MI, holding a Series 66 designation with 15 years of industry experience. Her previous roles include positions at Cambridge Investment Research Advisors and Verlin Multi-Advisor Program. She is also an associate financial advisor at Oakridge Advisors of Battle Creek. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-supported recommendations.

Duane Corts is a CFP®-certified financial advisor with Edward Jones in Springfield, MI, where he has worked since 2008. He holds Series 63, 65, and 66 licenses and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Courtney Klaassen is a financial advisor with Edward Jones in Richland, MI, holding a Series 66 designation. She has been with Edward Jones since 2017 and has previous experience working at Spiech Farms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors.

Patrick Garrett is a financial advisor at Edward Jones in Battle Creek, MI, with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Eric Petersen is a financial advisor with Raymond James & Associates in Battle Creek, MI, holding Series 63 and Series 65 credentials and with 31 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 22 years and Robert Baird & Co. for one year before joining Raymond James in 2019. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving individual, institutional, pension, charitable, and municipal clients. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, leveraging a range of portfolio management styles, affiliated research, and municipal advisory capabilities.

Nicholas Acri is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, bringing five years of industry experience. Prior to his current role, he held positions at Shipt LLC and HUMANeX Ventures, and has been involved in both academic and retail settings. He serves as a volunteer committee member for Rotaract in Kalamazoo and works as a coach and consultant for the Foundation for Financial Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of discretionary and non-discretionary investment platforms and models.

Timothy Dally is a financial advisor with Robert Baird & Co. in Battle Creek, MI, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked at J.J.B. Hilliard W.L. Lyons from 1997 to 2019 before joining Robert Baird & Co. in 2019. Outside of his advisory role, he serves as a director and officer of Dally Tire Company, a family tire and auto service business. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services that include both traditional and non-traditional investment strategies.

Daniel Graham is a financial advisor at Ameriprise with 29 years of industry experience. He holds the CFP® and Series 63 designations. Prior to joining Ameriprise in 2005, he worked at Eli Lilly & Co starting in 1987. He is also involved in managing a partnership that covers expenses related to real estate and financial planning. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, delivering written recommendations that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its clients and offers a wide range of advisory, brokerage, and insurance solutions.

Stacy Clark is a financial advisor with Ameriprise in Kalamazoo, MI, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Clark serves as a trustee and fundraising chair on a nonprofit board in Richland, MI. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.