ADVISOR BIO

Adam Michael Sill is a financial advisor with over 8 years of experience in the financial services industry. Adam is registered with LPL Financial LLC and has held previous registrations with CUNA BROKERAGE SERVICES, INC. and CUSO FINANCIAL SERVICES, L.P. Adam Sill holds a Series 7, Series 63, and Series 65 license, as well as the Securities Industry Essentials (SIE) exam. Adam is registered to offer securities and investment advisory services in 23 states across the country. Adam's main office is located in Saint Joseph, Michigan, and he has branch office locations in Saint Joseph, Michigan and Marion, Ohio. Adam has specialized in helping individuals, corporations, trusts, charitable organizations, and pension plans achieve their financial goals.

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Alfred Joseph Opas is a financial advisor with LPL Financial LLC, a firm that manages over $463 billion in client assets. Alfred has over 50 years of experience in the industry and holds Series 7TO, SIE and Series 1 licenses. Alfred is registered to provide financial advice in Georgia, Illinois, Indiana, Michigan, North Carolina and Ohio. Prior to joining LPL, Alfred worked at WS Griffith Securities, Inc. and Phoenix Equity Planning Corporation. Alfred has been with LPL Financial LLC since May 2004. Alfred is currently located in SAINT JOSEPH, MI.

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Bryan Daniel Tutton is a financial advisor at Edward Jones, a firm with over $824 billion in assets under management. Bryan has been in the industry for over 13 years and is registered with the state of Michigan and Texas. Bryan has been a representative of Edward Jones since November of 2009 and is actively registered with the firm. Bryan holds the Series 7 and Series 66 securities licenses and is a registered investment advisor representative.

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David McNabb is a financial advisor registered with Edward Jones. David has been in the industry since June 20, 2018, and is currently registered with the state of Michigan and Texas. David has a Series 66, SIE and Series 7 licenses. David also holds a Certified Financial Planner designation. David's main office location is in SAINT JOSEPH, MI. David specializes in financial planning, pension consulting, and portfolio management for both individuals and businesses.

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Elizabeth Ashley Beall is a financial advisor with Cetera Investment Advisers LLC. Elizabeth has been in the financial industry since 2018. Prior to Cetera Investment Advisers LLC, Elizabeth worked at Voya Financial Advisors, Inc. in SAINT JOSEPH, MI. Elizabeth has licenses for both Securities and Investment Advisory in several states, including Michigan, Colorado, Florida, Illinois, Indiana, Maryland, Minnesota, North Carolina, Oregon, South Carolina, and Virginia.

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Joseph Bruno is an investment advisor representative with Curi RMB Capital, LLC. Joseph is based in Saint Joseph, Michigan and has been with the firm since November 2020. Joseph has been in the industry for 15 years. Joseph holds the Series 65 license. Joseph Bruno has been active in the investment advisory profession for 15 years. He is an active Investment Advisor Representative in Michigan. Joseph Bruno has a strong background in the financial services industry. He has held a variety of roles, including working at the United States Navy and Western Michigan University. He is a graduate of Western Michigan University, where he earned a degree in Finance. Joseph Bruno is a highly experienced and qualified investment advisor.

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Robert McKee is a financial advisor at LPL Financial LLC with over 35 years of experience in the industry. Robert has been registered with the state of Indiana since 1984 and currently holds multiple registrations with both the state and the firm. Robert is a seasoned professional with a wide range of experience, including working with Next Financial Group, Inc., SAGEPOINT FINANCIAL, INC. and Raymond James Financial Services, Inc. Robert is committed to helping clients achieve their financial goals through personalized advice and comprehensive financial planning services.

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Scott Edward Schalk is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Scott is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial services industry. Scott holds Series 7 and Series 63 licenses, and is registered to provide investment advice in 24 states and districts.

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ADVISOR BIO

Sophia Carr is a registered representative of Ameriprise Financial Services, LLC, and has been in the industry since July 2022. Sophia Carr is registered with the state of Virginia and holds the Series 7TO, SIE and Series 66 licenses. Sophia Carr also holds licenses in Alabama, Arizona, California, Florida, Iowa, Kentucky, Maryland, North Carolina, Pennsylvania, South Carolina and Texas. Sophia Carr works out of Ameriprise Financial Services, LLC offices in Saint Joseph, Michigan, Merrillville, Indiana and Urbandale, Iowa. Sophia Carr provides financial planning services and asset allocation services to individuals, businesses, pension plans, charitable organizations, trusts and estates.

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Susan Marie Blood is a registered representative with Eagle Strategies LLC. Susan has been in the industry since December 21, 1996 and has been with Eagle Strategies LLC since February 2011. Susan is a Chartered Financial Consultant. Susan is registered with the states of California and Michigan. Susan is also registered with the Financial Industry Regulatory Authority (FINRA). Susan's previous employer was NYLIFE SECURITIES INC..

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