Mollyc Cataldo

Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Ian Mark is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including Edward Jones, SNI Financial, and Northland Investments. Outside of his advisory role, Ian works as an associate at The Home Depot in Cadillac, MI. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

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.

Leisa Massie is a Series 66 licensed financial advisor with Edward Jones, based in Big Rapids, Michigan. She has over two years of industry experience and has been with Edward Jones since 2006. Outside of her advisory role, she occasionally engages in photography, focusing on events such as weddings and family portraits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.

Trina Thomas is a financial advisor with Edward Jones in Evart, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Surveyors Title and Spectrum Health Reed City Hospital. Outside of her advisory role, she is involved in agriculture as the owner of Red Antler Farm, where she raises and breeds KuneKune pigs, and is also associated with her husband's taxidermy business, Red Antler Taxidermy LLC. 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 over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and offices.