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.

Robert Smith is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Avantax and other financial services firms prior to joining Cetera. In addition to his advisory role, he is the owner of Robert Smith, CPA, providing tax and financial services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, overseeing more than $256 billion in assets.

Brody Dalton is a financial advisor with Charles Schwab & Co., Inc. He holds Series 63 and Series 65 licenses and has been with Schwab since 2026. His prior experience includes roles in energy and industrial sectors as well as periods focused on full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic and tactical elements.

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 a 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. Nathan is involved in tax preparation and accounting activities through his association with Bradley W Goldsmith & Associates. 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, model portfolios, third-party asset management, and institutional platforms, supported by a broad array of operational and research tools.

Mollie Bolton is a financial advisor with Edward Jones in Jackson, MI, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with about $1.01 trillion in assets under management. The firm offers a wide range of advisory strategies and proprietary investment options through a large network of advisors and branch offices.