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.

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.

Michelle Jedele is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Hibu Inc for 20 years. Outside of her advisory role, she coordinates marketing efforts for the Lenawee Community Chorus and works in advertising sales for Simply Hers magazine. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large 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 with LPL Financial in Hillsdale, MI, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Flagstar Bank, Infinex Investments Inc, Citizens Securities, Inc, PNC Investments, and Fifth Third Securities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

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 in Hillsdale, Michigan, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors, and has experience spanning over two decades at the firm. Outside of his advisory role, he is a civic volunteer with the Michigan Snowmobile & ORV Association. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm’s approach involves assessing client risk tolerance and employing third-party asset managers and diverse investment options, including mutual funds, ETFs, and alternative investments, while providing ERISA fiduciary services for qualified plans.

Michael Dear is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with firms including Avantax Advisory Services and Taxfyle, where he provides tax preparation and accounting services. Dear is also the owner of Dear Financial & Tax Solutions, offering accounting and investment-related services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and custodial relationships.

Nolan Sullivan is a financial advisor at Edward Jones in Hillsdale, MI, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Hillsdale College, Quicken Loans, and American Family Life Assurance Company. Outside of his advisory work, he serves on the boards of Domestic Harmony and the City of Hillsdale's Economic Development Corporation, and coaches basketball and soccer at Hillsdale College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions, supported by a large network of financial advisors and branch offices nationwide.

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 at Edward Jones in Hillsdale, MI, holding the ChFC® designation and Series 66 license, with six years of industry experience. He has served on the Board of Trustees and the finance committee for the Hospice of Hillsdale County and is a member of the Economic Development Corporation board in Hillsdale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment capabilities.

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.

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.

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.

Brett King is a financial advisor with Edward Jones in Hillsdale, MI, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices.

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.