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Jennifer M

Series 66

Norton Shores, MI

LPL Financial

Jennifer Martin is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2021, she worked with C & R Associates LLC, Waddell & Reed, Inc, and various insurance carriers associated with W&R insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Andrew W

Series 66

Muskegon, MI

LPL Financial

Andrew Wesner is a financial advisor with LPL Financial in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Esther G

CFP®, Series 63

Norton Shores, MI

LPL Financial

Esther Gerber is a CFP®-certified financial advisor at LPL Financial with nine years of industry experience. She has previously worked at Jackson National Life, Northwestern Mutual, and Andy S Hoezee. Esther is also the owner of Liberform LLC, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Jason L

CFP®, PFS™, Series 63, Series 66

Norton Shores, MI

LPL Financial

Jason Lillmars is a financial advisor at LPL Financial with 10 years of industry experience. He holds the CFP® and PFS™ designations and previously worked at Avantax Advisory Services and related firms for five years. Outside of financial advising, he is involved in tax preparation and accounting services through Strategic CPA Accounting & Tax Solutions LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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