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.

Candace Hackborn is a CFP®-credentialed financial advisor with 31 years of industry experience, currently with Raymond James Financial Services Advisors, Inc., where she has worked since 2016. Prior to and alongside this, she has been involved with DVH Enterprises, Inc. for over 30 years, holding check writing authority. She is also employed at The Wealth Advisors, LTD. DBA Paramount Wealth Management, Inc., where she assists in financial planning, client meetings, customer service, and trading. 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 uses tailored, non-discretionary planning and analytical tools to help clients meet their goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 Certified Financial Planner™ (CFP®) with five years of industry experience, currently serving at Cambridge Investment Research Advisors. His prior work includes roles at Southern Michigan Bank & Trust and International Automotive Components. He is active in his community as a volunteer board member for the Jackson Chamber of Commerce Ambassador Committee and serves as president of the Jackson Area Estate Planning Council. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse client base including individuals, pension funds, and charitable organizations. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

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 financial advisor with LPL Financial and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Homestead Bank since 2010 and Osaic Institutions from 2010 to 2024. Outside of LPL, he owns Wohlstand Financial Group, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers diverse financial planning and investment programs with a range of strategic and tactical options supported by proprietary research and technology tools.

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 with LPL Financial based in Jackson, MI, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Bradley W Goldsmith & Associates LLC, Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, Hilliard Lyons, and Morgan Stanley. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies across various asset classes.