Kenneth Ehinger is a financial advisor with ValMark Advisers, Inc., holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He has worked at ValMark Advisers since 2022 and previously operated KRE Strategies, LLC, a business consulting firm. Outside of advisory activities, he serves on the Board of Trustees for Trine University and has involvement in venture capital investing through Katken Ventures, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using model portfolios and asset allocation, integrating proprietary and third-party platforms for ongoing portfolio monitoring and client reporting.

Chad Keim is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust, where he worked for over two decades. Keim serves as president of Keim Financial Group, LLC and holds a board treasurer position with Branch County Bloom. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment solutions, serving clients such as plan sponsors and sovereign wealth funds.

James Morrison is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with AE Wealth Management since 2017 and previously worked at Global Financial Private Capital, LLC and GF Investment Services, LLC. Morrison also operates James J. Morrison & Associates dba Morrison Financial Group, where he serves as Vice President and is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that integrates both internal and third-party investment models.

Tammi Schorfhaar is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She also serves as director of operations at James J. Morrison & Associates dba Morrison Financial Group, a role she has held since 1991. Outside of her advisory work, she is the secretary of the Ovid Township Planning Commission. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm employs discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Ashley King is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and 19 years of industry experience. She has worked at Kestra Investment Services, Cetera, Keim Financial Group, Raymond James Financial Services, and Sturgis Bank & Trust. Outside of her advisory role, she is also a notary. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Joshua Rosales is a financial advisor at The Huntington Investment Company with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Huntington Bancshares and various positions at Purdue University and other organizations. The Huntington Investment Company serves individuals, including high-net-worth clients, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party managers with proprietary offerings and sponsors multiple wrap-fee programs on the Envestnet MAS platform.

April Rose is a financial advisor with TIAA-CREF in Coldwater, MI, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Lincoln Financial Group, Voya Financial Partners, and Valic Financial Advisors. She serves as Finance Chair for the United Methodist Church, assisting with budgeting, financial oversight, and audits. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund, operating within a vertically integrated group that discloses potential conflicts and applies a fiduciary standard across its services.

Marcus Little is a CFP®-designated financial advisor with 29 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2016. He also has a long tenure at Sturgis Bank & Trust beginning in 2000. Outside of his advisory role, he is President and director of Oakleaf Financial Services and serves as a non-variable insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm employs a non-discretionary, tailored approach using risk profiling and modeling tools and supports municipal and public finance advisory services.

Charles Maher is a financial advisor at LPL Financial with 30 years of industry experience. He has held his current position since 2010 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a notary public and operates a home-based business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and various portfolio strategies.

Natalie Boland is a financial advisor with Raymond James Financial Services in Sturgis, Michigan, holding a Series 66 designation and seven years of industry experience. She has worked at Sturgis Bank & Trust Co. since 2018 and previously at St. Joseph County ISD from 2016 to 2018. Outside of her advisory role, Boland is an associate at Oakleaf Financial Services, where she assists with client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and risk assessment tools and supports specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting.

Rhonda Hanson is a CFP® certificant with 28 years of experience in the financial services industry, all of which have been with Edward D. Jones & Co., L.P. She is based in Angola, Indiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of financial advisors and branch offices.

Allison O'Connell is a financial advisor at Edward Jones in Coldwater, MI, holding a Series 66 license with three years of industry experience. Her prior work includes roles at Lifecare Ambulance and positions in education at Albion College and Coldwater High School. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Brian Oswald is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. His prior work includes roles at Sturgis Bank & Trust and Oakleaf Financial Services. He serves on the finance and investment committee for Locust Grove Church in Burr Oak, MI. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, and institutional clients. The firm uses fact-finding, risk profiling, and analytical modeling to tailor recommendations, supporting clients through advisory programs and other providers.

Anita Ritter is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Cambridge Investment Research Advisors, Inc. from 2011 to 2024. Outside of her advisory role, she is involved in selling non-variable insurance products. 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 advisory programs, financial planning, and retirement consulting services, supported by model portfolios and research from multiple sources.

Derek Shaw is a financial advisor at Edward Jones with 19 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2006. Outside of his advisory role, Shaw serves as chairman of the Bronson Brownfield Redevelopment Authority and the Bronson Downtown Development Authority, and coaches junior high boys basketball for Bronson Community Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffery Jennings is a Series 65-licensed financial advisor at Cetera with one year of industry experience. He has previously worked at Avantax Advisory Services and has operated Jennings Accounting Solutions LLC since 2013, an accounting firm focusing on tax preparation, payroll, bookkeeping, and tax planning. Jennings also served as president of Support for Hope, a nonprofit aimed at supporting local foster parents, which is currently inactive. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Kyle Dury is a financial advisor at Edward Jones with 25 years of industry experience. He has held positions at Edward Jones since 2019 and previously worked at Bank of America and Merrill from 2010 to 2019. Outside of his advisory work, he plays bass in the band Phins Up in Sturgis, Michigan. 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 broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Valerie Medendorp is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment strategies and affiliated services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions.

Kelly Bibb is a financial advisor with Edward Jones in Sturgis, MI, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Michael Hanson is a CFP®-credentialed financial advisor with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and is based in Angola, Indiana. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William West is a financial advisor with Edward Jones in Coldwater, MI, holding a Series 66 designation and eight years of industry experience, all with Edward Jones since 2018. Prior to his financial career, he served for 20 years at the Kalamazoo County Sheriff's Department. Outside of advising, he works as a part-time firefighter for the City of Coldwater. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and affiliated financial services supported by a large network of advisors and branch offices nationwide.

Jordan Butler is a CFP® with four years of industry experience, currently affiliated with Edward Jones. He has worked at Edward Jones since 2018 with a brief tenure at Lincoln Financial Group and New York Life Insurance Company. Prior to his financial career, he worked at Jimmy Johns. 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 programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Barbara Wirick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2012 and has prior experience with The Variable Annuity Marketing Company dating back to 1990. Additionally, she operates independently as an insurance agent through Wirick Asset Management LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes 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 Financial Professionals, utilizing a variety of portfolio management and model-based solutions tailored to client objectives.

Daniel Scharlach is a financial advisor with LPL Financial in Angola, Indiana, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2013 and was previously with Stratos Wealth Partners, Ltd. Scharlach is involved with Innovative Wealth Partners and Financial Design Group, and has business interests including Scharlach Homes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and retirement plan consulting, utilizing model portfolios and research to provide both discretionary and non-discretionary management services.

Donna Hines is a financial advisor at Edward Jones with 16 years of experience at the firm. She holds a Series 66 designation and is based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of advisors and branch offices.

David Lehman is a CFP® professional with seven years of experience in the financial industry. He has been with Edward Jones since 2019 and previously worked for Burr Oak Tool Inc for eight years. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Grant Kelley is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Michigan Gas, Walmart, and Waste Management. He has also been involved with Oddfellows and Rebekah Tall Oaks Camp. 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 and investment solutions, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Tracy Kelley is a financial advisor with Edward Jones in Coldwater, MI, holding the CFP®, ChFC®, and Series 66 credentials and bringing 19 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, she serves as president of a rental property business in Burlington, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options, and managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Jason Wright is a CFP® professional with 21 years of industry experience, all at Edward Jones since 2005. He holds Series 63 and Series 66 licenses and is based in Coldwater, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, investment solutions, and affiliated financial services through a nationwide network of advisors and branch offices.

Douglas Targgart is a financial advisor with Edward Jones in Fremont, Indiana, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is president of Targgart Enterprises, LLC, a real estate business based in Coldwater, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large nationwide network of advisors and branch offices.

Steven Wirick is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials. He has 40 years of industry experience, including roles at The Variable Annuity Marketing Company since 1986 and Cambridge Investment Research Advisors since 2008. In addition to his advisory work, he operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple investment implementation options through proprietary and third-party strategies, delivered by a large network of independent Financial Professionals.

Logan Targgart is a CFP® professional with five years of experience, currently advising clients at Edward Jones in Fremont, IN. His work history includes multiple roles within Edward Jones since 2018 and prior experience at Central Michigan University, Vector Marketing, and Capri Drive in. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Joshua Parks is a financial advisor with Edward Jones in Sturgis, MI. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Western Michigan University and Pineview Golf Club. 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 large network of financial advisors and branch offices nationwide.