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John M

Series 66

Brighton, MI

Edward Jones

John Manwiller is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with seven years of industry experience. He previously worked at Scottrade and has been with Edward Jones since 2017. Outside of his advisory role, Manwiller facilitates a team meeting biweekly for Caerusnet, a business development organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Founder/Business Owner
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Daniel M

Series 66

Brighton, MI

Edward Jones

Daniel Manwiller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles at KLA Corporation and the University of Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies supported by a large nationwide network of advisors and branch offices. The firm manages approximately $1.01 trillion in assets under management and offers both discretionary and non-discretionary advisory services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael F

CFP®, ChFC®, Series 66

Dexter, MI

Edward Jones

Michael Fitzpatrick is a financial advisor at Edward Jones with 13 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2013. Outside of his advisory work, he is authorized on the bank and investment accounts of a local yoga instruction business. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Grant L

Series 66

Brighton, MI

LPL Enterprise

Grant Lemirande is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Cargill and FedEx Ground and spent five years at Michigan State University. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Tax-loss harvesting
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John R

Series 63, Series 65

Brighton, MI

Cetera

John Rohrhoff is a financial advisor with Cetera in Brighton, MI, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has previously worked with Avantax Advisory Services and Ohio National Insurance Company. Outside of his advisory role, he owns an accounting and tax preparation business and serves as president of The Riley Katheryn Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management and financial planning services and supports various program structures, including access to third-party money managers and custom strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Damon P

Series 63, Series 66

Brighton, MI

Ameriprise

Damon Portwood is a financial advisor with Ameriprise in Saline, MI, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Ameriprise and its affiliate since 2013. Ameriprise offers a retirement-income planning service targeted at 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 to deliver personalized, non-discretionary retirement advice, with a focus on assets held in Ameriprise Managed Accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Deborah L

Series 66

Brighton, MI

Edward Jones

Deborah Leek is a financial advisor at Edward Jones in Brighton, MI, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a variety of discretionary and non-discretionary investment strategies and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Colleen C

Series 66

Brighton, MI

Edward Jones

Colleen Cowles is a financial advisor with Edward Jones in Brighton, MI, holding a Series 66 designation and two years of industry experience. She previously spent ten years at Venture Academy before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans 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 options, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Logan H

Series 66

Howell, MI

Edward Jones

Logan Hugo is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in education and at Farm Bureau Insurance of Michigan. 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 strategies supported by a large network of financial advisors and branch offices across the country.

Retirement income strategy Wealth management Founder/Business Owner Educators, Teachers, and Academics Religious/faith focused
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Kristen H

Series 66

Brighton, MI

J.P. Morgan Securities

Kristen Hawkins Yakel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. Her work history includes roles at JPMorgan Chase Bank, N.A., Caitlyn John, Bfg Wealth Advisors, LPL Financial, and Premier Financial Planning. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process involves centralized due diligence supported by quantitative and qualitative research, with recommendations that may include ESG considerations.

Founder/Business Owner
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Ryan B

Series 66

Milford, MI

Edward Jones

Ryan Butsavich is a financial advisor with Edward Jones in Milford, MI, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following four years at Speedway LLC. Outside of his advisory role, he serves as an election inspector for the City of Wixom. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Gary V

Series 63, Series 66

South Lyon, MI

J.P. Morgan Securities

Gary Van Allen is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2016, including prior work at Merrill in 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence integrating quantitative and qualitative research.

Founder/Business Owner
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Leonard C

Series 66

Howell, MI

Edward Jones

Leonard Ciuzicki is a Series 66 licensed financial advisor with Edward Jones in Howell, Michigan, where he has worked for 10 years. His entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Hunter F

Series 65

Brighton, MI

OSAIC

Hunter Fritts is a financial advisor at OSAIC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Huntington Bank, Clear Strategy, and Daniel's Glass, among others. OSAIC Wealth serves a diverse client base including retail investors, institutional clients, retirement plan sponsors, and charities, offering a variety of brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Annuities Private / alternative investments
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Danielle H

Series 63, Series 66

Brighton, MI

LPL Financial

Danielle Henry is a financial advisor with LPL Financial in Brighton, MI, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at LPL Financial since 2019 and at Premier Financial since 2018. Prior to her advisory career, she had roles outside the industry, including at La Vita Bistro and Washtenaw Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network serving individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Olivia H

Series 63, Series 66

Hartland, MI

Fidelity

Olivia Hartline is a financial advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Staub Financial. Fidelity’s Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios and fund advisory services.

Charitable giving & philanthropy Active portfolio management
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John M

Series 63, Series 66

Brighton, MI

J.P. Morgan Securities

John Macdonell is a financial advisor with J.P. Morgan Securities in Brighton, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also worked at William Street, LLC from 2012 to 2020. He has concurrent experience with JPMorgan Chase Bank, N.A. dating back to 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research and offers written asset allocation advice, investment manager searches, and customized performance reporting.

Founder/Business Owner
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Brian R

Series 66

Brighton, MI

Cetera

Brian Repovz is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and its related entities since 2019 and previously at Summit Financial Group and Summit Brokerage Services. Outside of his advisory role, he is also involved in selling fixed insurance products, including life, health, and disability insurance. Cetera Investment Advisers LLC serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports various investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Derek E

Series 66

Howell, MI

Edward Jones

Derek Evans is a financial advisor with Edward Jones in Fenton, MI, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bryllan LLC and Pathfinder Middle School. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Jonathan H

Series 66

Brighton, MI

LPL Financial

Jonathan Harris is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 credential and has worked at firms including Questar Asset Management, Woodbury Financial Services, Clear Strategy Financial, and OSAIC. Outside of his advisory role, he is involved in managing real estate ventures and owns Clear Strategy Retirement Group, which offers fixed annuities and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual and institutional clients with a broad range of financial planning and investment management services, including model portfolios and third-party asset management. The firm supports advisors with technology and offers various financial and credit products alongside its advisory services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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