Jason Rapelje is a financial advisor with Edward Jones in Marshall, MI, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over 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, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

Justin Pruitt is a financial advisor with Cetera in Jackson, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise, Commonwealth Financial Network, and Honeycomb Wealth Advisors. He also spends a small portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors and serves a variety of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dylan Thomas is a CFP® and Series 66-registered financial advisor with five years of industry experience. He is currently with Cambridge Investment Research Advisors and has prior work experience at Southern Michigan Bank & Trust, International Automotive Components, and Western Michigan University. Thomas is involved in community activities, serving on the Jackson Chamber of Commerce Ambassador Committee and as president of the Jackson Area Estate Planning Council. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. 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 platforms tailored to client objectives.

Corey Mc Eldowney is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, Corey worked in various roles including positions at Northwest Community Schools and multiple athletic organizations. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lennox is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses 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. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raymond Saari is a CFP®-designated financial advisor with 25 years of industry experience, currently affiliated with LPL Financial. He previously worked at Homestead Bank and Osaic Institutions (formerly INFINEX INVESTMENTS, INC.). Saari is also the owner of Wohlstand Financial Group, LLC, which he has managed since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Nicholas Rossi is a financial advisor with Morgan Stanley in Jackson, Michigan, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley since 2015, including roles with Morgan Stanley Private Bank, N.A. Since 2019, he has also maintained a power of attorney in Macomb, Michigan. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and complex investment strategies.

Nathan Munro is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Bradley W Goldsmith & Associates LLC, Avantax Advisory Services, Avantax Investment Services, Avantax Insurance Agency, Hilliard Lyons, and Morgan Stanley Smith Barney. Munro’s other business activities include roles related to tax preparation and accounting through Bradley W Goldsmith & Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.