Kelly Ann Brockette

Carrie Strongheart is a financial advisor at BFC Planning, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Previously, she worked at Institutional Securities Corp for 11 years and operated Strongheart Financial for 17 years. Outside of her advisory role, she is involved in budgeting and retirement needs analysis through Strongheart Financial and receives book royalties from a publishing venture. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm provides financial planning, asset management, and referral-based outside money manager services through a network of independent advisers.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Fifth Third Securities since 2012 and associated with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages RENTGR.COM LLC, an internet marketing business for residential rental properties. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including direct indexing and tax-loss harvesting.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,000 financial advisors.

Maureen Krueger is a financial advisor with Cambridge Investment Research Advisors who holds the Series 66 designation. She has experience dating back to 2015, including roles at Cambridge Investment Research, Inc. and Lerner Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody and platform arrangements and both proprietary and third-party investment strategies.

Lisa Bondarenko is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she plays the piano for Northland United Methodist Church in Stanwood, MI, performing at services, funerals, and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Daniel Terry is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory work, Terry engages in songwriting and has recorded an album. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.