James Kreutzer is a financial advisor with LPL Financial in Walled Lake, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial since 2013. Kreutzer operates a DBA entity named ClearPath Financial Group. 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, and brokerage services, utilizing model portfolios, research, and various investment strategies.

Jennifer Kreutzer is a CFP®-designated financial advisor with 28 years of industry experience, currently serving clients at LPL Financial since 2014. She is based in Walled Lake, MI, and has been involved with CLEARPATH FINANCIAL GROUP, an investment-related business associated with her LPL activities. LPL Financial is a national investment adviser and broker-dealer providing financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations. The firm offers both discretionary and non-discretionary management, access to model portfolios and research, and a range of investment and technology solutions.

Jason Trzcinski is a Series 66-licensed financial advisor with 27 years of industry experience, currently practicing at LPL Financial since 2014. He serves on the board of Lake Superior State University, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.