Robert Messner is a financial advisor at RMG Advisory Services with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RMG Advisory Services since 2013. In addition to his advisory role, he operates an individual insurance producer business and provides engineering and business development services through his parent company, The Robert Messner Group, LLC. RMG Advisory Services serves individuals, families, small businesses, trusts, and nonprofit organizations by offering investment management, financial planning, and hourly advice. The firm employs an asset-class, diversification-focused investment approach with long-term strategic allocation and primarily non-discretionary account management.

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 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.

Jamie Dittenber is a financial advisor with Edward Jones in Jackson, MI, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, Jamie worked for Dawn Food Products from 2007 to 2020. 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 advisors and branch offices.

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.

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 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.

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.

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 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.