Wendi Stratton

Bruce Edger is a financial advisor with Summit Advisors, LLC in Hastings, MI, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has held roles at firms including Pension Systems LLC and Northpointe Bancshares Inc, where he serves on the board of directors. Outside of advisory work, Edger is involved in fixed insurance sales as a sole proprietor. Summit Advisors, LLC provides discretionary portfolio management services to individuals, trusts, estates, corporations, non-profits, and small businesses. The firm employs fundamental, technical, and cyclical analysis to tailor portfolios according to client objectives and risk tolerance, managing accounts through both in-house trading and platform relationships.

Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

Christopher Brace is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at CLA USA Advisory Group, LLC for five years and has been involved with Cla USA Inc since 2003. Brace has also operated a tax preparation business, Michigan Tax, since 1984 and serves as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a combination of internally developed and independent asset allocation models, using both fundamental and technical analysis, and offers an open-architecture platform that includes a variety of investment vehicles.

Joseph Wilson is a financial advisor at Harbour Investments, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Preferred Wealth Management LLC, Gradient Securities, and Kellogg Sales Company. Outside of his advisory role, he serves as Treasurer for the Charlotte Evening Rotary Club, managing financial oversight for the nonprofit organization. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored to individual advisors and approved third-party managers.

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Zachary Kiefer is a financial advisor at Edward Jones with nine years of industry experience. He has held positions at Edward Jones since 2017 and previously worked at Genesee Intermediate School District and Ferris State University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.