Wendi Stratton

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Summit Advisors since 2010 and has held roles at Northpointe Bancshares Inc and Apple Street LLC. Edger also serves on the board of directors for Northpointe Bank. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis.

Clayton Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Summit Advisors since 2017 and has a long tenure with Beaconsfield Financial Services Inc. dating back to 2000. Outside of his advisory role, he is a co-owner of Apple Street LLC, an office building rental business. Summit Advisors, LLC is a state-registered advisory firm serving individuals, trusts, estates, corporations, non-profits, and small businesses. The firm offers discretionary portfolio management, access to third-party money managers, and limited non-securities financial advice, using a combination of fundamental, technical, and cyclical analysis in portfolio implementation.

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 with Harbour Investments, Inc. and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Preferred Wealth Management LLC and Gradient Securities. Outside of his advisory work, he serves as Treasurer for the Charlotte Evening Rotary Club, overseeing financial management for the nonprofit organization. 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 investment strategies and offers model-based solutions through a subscription platform.

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 in Lake Odessa, MI, holding a Series 66 designation with eight years of industry experience. He has been with 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 over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors. The firm provides discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.