Wendi Stratton

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Pension Systems LLC, Northpointe Bancshares Inc., and Apple Street LLC, where he is a co-owner. He serves on the board of directors of Northpointe Bank. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, corporations, and non-profits through a team-based approach. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance, managing accounts on a discretionary basis with access to third-party money managers and custodial services through an independent clearing firm.

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 at Coppell Advisory Solutions LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CLA USA Advisory Group, LLC. Brace has been involved in tax preparation through Michigan Tax since 1984 and holds roles as an insurance agent with Megastar Advisors and The Revolution since 2014. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs an open-architecture investment platform utilizing both fundamental and technical analysis with a wide range of investment tools and continuous portfolio monitoring.

Joseph Wilson is a financial advisor with Harbour Investments, Inc. and holds Series 65 and Series 63 credentials. He has four years of industry experience, including roles at Preferred Wealth Management LLC and Gradient Securities. Outside of his advisory work, Wilson serves as Treasurer for the Charlotte Evening Rotary Club and works as an Analytics Manager supporting demand planning at Kellanova. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and multiple execution platforms, using a range of investment approaches tailored by 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.