Jason Bruneel is a financial advisor with Edward Jones in Grass Lake, MI, holding Series 63 and Series 66 credentials 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Denise Moeckel is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, she worked at Dexter Stamping Company, LLC for four years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Kenneth Butterfield is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 34 years of industry experience. His career includes roles at Cetera and Summit Financial Group. He is also the owner of Sunshine & Smiles LLC, a business unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Logan Wielfaert is a Series 66-licensed financial advisor at LPL Enterprise with two years of industry experience. Prior to joining LPL Enterprise, he worked at Pruco Securities LLC and Medallion Management Inc., and he has also been affiliated with Siena Heights University and Hudson High School. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Timothy Cullen is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2015. Prior to this, he has been employed part-time at Cascades Manor House, a catering and banquet facility, since 2004. He is also involved in nonprofit work as the Board Secretary and Finance Committee member for Consumer Services, Inc./Taylor Life Center. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipalities. The firm offers financial planning and consulting services with a range of portfolio management styles, emphasizing non-discretionary advisory relationships where clients make implementation decisions.

Daniel Sheppard is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for infinex Investments, Inc. and Flagstar Bank. He is also involved with Flagstar Wealth Services, a related business entity connected to his LPL role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

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, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Investment Services, and he has operated Bradley W. Goldsmith & Associates, LLC since 2013, which offers tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm provides various advisory programs and financial planning services supported by proprietary and third-party research, offering both discretionary and non-discretionary portfolio management options.

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.

Brian Forward is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and personalized advisory services.

Frank Hones is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2010. He operates out of Jackson, MI, and provides notary public services without charge as a convenience to clients and friends. In addition to his advisory work, he has experience in personal income tax return preparation. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

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.

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.

Amber Koch is a financial advisor at Edward Jones with a Series 66 designation and over 16 years of industry experience, including a recent role starting in 2026 following a previous tenure at the same firm from 2011 to 2026. She is based in Chelsea, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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.

Erik Smith is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Smith serves as a board member of the Battle Creek Rotary Club and operates Generations Financial Planning, LLC, an independent investment business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals, utilizing a range of platform arrangements and proprietary as well as third-party investment strategies.

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.

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.

Thomas Reason is a financial advisor at Edward Jones in Chelsea, MI, holding a Series 66 designation with four years of industry experience. Before joining Edward Jones in 2022, he was the owner of Solar Graphics, LLC, a graphic design and printing business, for over two decades. He also coached at Pinckney Community High School for 26 years. 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 options supported by a nationwide network of financial advisors and branch offices.

Dan Baldwin is a financial advisor at Edward Jones in Manchester, MI, holding CFP® and Series 66 designations with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Ernst and Young from 2011 to 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Gary Paul is a financial advisor with Ameriprise in Chelsea, MI, holding Series 63 and Series 65 credentials. He has 33 years of industry experience, including six years with Ameriprise and five years with Ameriprise Financial Services, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.