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.

Brandon Wilkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Wilkins is a partner in BW Majestic Financial LLC, an independent branch of Raymond James Financial Services. Raymond James Financial Services Advisors serves a diverse clientele including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client interviews and risk profiling.

Thomas Myers is a financial advisor at Ameriprise with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Stonepath Wealth Management, Foguth Wealth Management, Geneos Wealth Management, CG Financial Services, Capital Asset Advisory Services, and WFG Investments. Outside of his advisory work, Myers owns Financial Frameworks, a tax preparation business in Roscommon, Michigan. Ameriprise is a large institutional firm that offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated entities, using a research-driven approach that incorporates algorithmic automation and tax-efficient strategies.

Lance Roe Sr. is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Eaton Federal Savings Bank since 2012 and Infinex Investments, Inc. from 2012 to 2024. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

James Lundin is a financial advisor with Edward Jones, holding Series 63, 65, and 66 designations and bringing 34 years of industry experience. He has worked at Edward Jones since 2017 and previously spent 13 years at Pacific Life. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Andrew Cove is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Cetera and Chemical Bank. Outside of his advisory work, he serves as the Robotics Coordinator for Thornapple Kellogg Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branches.

Jeffrey Domenico is a financial advisor with Edward Jones in Hastings, MI, holding a Series 66 designation and bringing 13 years of industry experience. He has worked at Edward Jones since 2017 and previously held a position with PNC Investments from 2014 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nicholas Horstman is a CFP® with 11 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Charlotte, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households across various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions, operating under a fiduciary standard.

Kevin Beck is a CFP®-designated financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2015 and previously worked at World Heritage Student Exchange. Beck is a member of the Hastings Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Wendi Stratton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for three years at State Farm's Greer Insurance Agency. She serves on the Investment Committee board of the Barry Community Foundation in Hastings, Michigan, where she oversees the endowment and helps establish the spend policy for charitable grants. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors.

Charles Archer is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. Outside of his advisory work, Archer serves as a board member and finance committee member for West Carmel Congregational Church in Charlotte, Michigan. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Nash Roberts is a Series 66-licensed financial advisor with Edward Jones in Charlotte, MI, bringing three years of industry experience. Prior to joining Edward Jones, he worked at Michigan State University Federal Credit Union and served in roles including with the Michigan State University Police Department. He is also a director of the Courthouse Square Association in Charlotte, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Lorri Doolittle is a financial advisor with Ameriprise in Eaton Rapids, MI, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to deliver tailored, algorithm-assisted recommendations.

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Boston Knapp is a financial advisor at Edward Jones, holding a Series 66 designation and beginning his professional career in 2025. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Robert Crocker is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.

Joshua Dreps is a financial advisor with Edward Jones in Charlotte, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education for Bellevue Community Schools and Battle Creek Public School. Outside of advising, he has been involved with Taste of Heavens Catering, assisting with plated food events on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.