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.

Kimmy Morris is a financial advisor with Fifth Third Securities, Inc. based in Hillsdale, MI. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Morris has been with Fifth Third Securities and Fifth Third Bank since 2006. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique combination of municipal-advisor registration and corporate affiliation.

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.

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.

Alan Russell is a financial advisor at Edward Jones in Hillsdale, MI, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he was self-employed for seven years and worked at the Michigan Department of Corrections for six years. He is also a co-owner of Sofia Lee Ventures, a real estate rental business he operates with his wife. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

David Hunter is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has four years of industry experience. His prior roles include positions at Cetera, Cornerstone Advisors, and Hillsdale College. Outside of his advisory work, he assists with tax services at Cornerstone Tax Services, LLC. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage, investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct diversified portfolios.

Travis Lacelle is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms, including Fifth Third Securities, PNC Investments, and Citizens Securities. Lacelle is also associated with Flagstar Bank in a wealth services capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various portfolio management options.

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.

Matthew Patillo is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Hillsdale, MI. Outside of his advisory work, Patillo is involved in a fitness center business, The Well AC, where he contributes to public relations, member orientation, and site management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of investment strategies and affiliated products under a fiduciary standard.

John Blanchard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he volunteers with the Michigan Snowmobile & ORV Association. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm employs a delivery model that integrates LPL-sponsored and other third-party advisory programs, managing significant assets on both discretionary and non-discretionary bases.

Nolan Sullivan is a financial advisor with Edward Jones in Hillsdale, MI, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Hillsdale College, Quicken Loans, and AFLAC. Outside of his advisory duties, he serves on the boards of Domestic Harmony and the City of Hillsdale’s Economic Development Corporation and has experience coaching basketball and soccer at Hillsdale College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

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.

Charles Waldvogel is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Harbor Brenn Insurance and AFlac. He has also been involved in various local businesses and organizations, including Foundation Golf Center, Boyne Highlands, Hillsdale Country Club, Hillsdale Brewing Co, and Hillsdale Academy. Edward Jones is a full-service wealth management firm serving over four million clients, including both individual and institutional investors. The firm offers a range of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Samuel Waldvogel is a financial advisor with Edward Jones in Hillsdale, MI, holding the ChFC® and Series 66 credentials and bringing six years of industry experience. He has served on the Board of Trustees and the finance committee for the Hospice of Hillsdale County, as well as on the Economic Development Corporation board in Hillsdale. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels, offering various advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Huey Heise is a financial advisor at Cambridge Investment Research Advisors with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cambridge, he worked at Regulus Financial Group, LLC and Regal Investment Advisors. He is also involved in insurance and benefits through a separate business activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

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.

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.

Don Toffolo is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2002. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is a part-owner of a small residential property rental business with his wife. Edward Jones is a full-service wealth management firm with over 23,700 financial advisors serving 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.

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.

Brendan Mc Carthy is a financial advisor at Edward Jones with nine years of industry experience. He has held his current role at Edward Jones since 2017 and previously worked at TEKsystems from 2015 to 2017. He holds Series 63 and Series 66 licenses. 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 operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Denise Monahan is a financial advisor with Edward Jones in Hillsdale, MI, holding a Series 66 designation and four years of industry experience. She has been with Edward Jones and its affiliated entity since 2013. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Waldvogel is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in managing a rental property in Hillsdale, Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory and investment solutions supported by a large network of financial advisors nationwide. The firm manages over $1 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.

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.

Brett King is a financial advisor at Edward Jones with 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Elisa Manley is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones and Century Bank and Trust prior to her current roles at Cetera Investment Services and Cetera Investment Advisors LLC. Manley also serves as an administrator of trusts and estates at Century Bank and Trust. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, model portfolios, third-party managers, and bespoke strategies.