Kyle George is a Financial Consultant at Fidelity Investments. He works closely with clients to develop financial plans tailored to their goals by understanding their priorities and utilizing Fidelity's tools and resources for analysis. He emphasizes client comfort with their plans and maintains adaptability to accommodate changes over time. Kyle has held multiple roles at Fidelity Investments, including Financial Consultant, Financial Consultant 1, Planning Consultant, Relationship Manager, and Financial Representative, reflecting a progression of experience within the firm since 2022.

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.

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.

Daniel Baldwin is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. His prior roles include positions at The Resource Group, Jackson National Life, and Lear Corporation. Baldwin also provides tax preparation and accounting services through Baldwin Capital Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools for operational and research purposes.

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.

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.

Nicholas Sabo is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior experience with Equitable Advisors, LLC. Outside of his advisory role, he has worked in various positions including at Crunch Fitness and Pure Car Wash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing tools and a broad non-advisory financial services network.

Nicole Farrell is a financial advisor with LPL Financial based in Northville, MI. She holds the Series 65 and Series 63 designations and has seven years of industry experience. Prior to joining LPL in 2021, she worked at WWK Advisors, LLC and WWK Investments, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

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.

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.

Jennifer Kreutzer is a CFP®-certified financial advisor with 28 years of industry experience. She has worked at LPL Financial since 2014 and previously spent 15 years at Merrill. Kreutzer operates under the DBA ClearPath Financial Group in connection with her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Daniel Welch is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior experience includes roles at WWK Advisors, LLC and WWK Investments, Inc. in Northville, Michigan. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies on discretionary and non-discretionary bases.

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.

Stephen Yono is a CFP® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Before joining Edward Jones, he worked at Varroc Lighting Systems, Inc. and Delphi Technologies. Outside of his advisory role, he assists with invoice preparation at Cornerstone Wine Distributors, LLC, a wine wholesaler based in Commerce Township, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and access to separately managed accounts. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as affiliated services such as a trust company and proprietary mutual funds.

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.

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.

Mark Schneider is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has previously worked at Ameriprise Financial Services and Wells Fargo Clearing. Schneider manages his advisory business through The Schneider Group, an entity affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

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.

Alicia Crafts is a Financial Consultant at Fidelity Investments, where she works closely with clients and their families to develop customized financial plans tailored to their goals and preferences. She emphasizes collaboration and a holistic approach to financial planning aimed at providing flexibility and peace of mind. Alicia has been with Fidelity Investments since 2020, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she held various positions at TCF Bank from 2016 to 2020, including Assistant Branch Manager and Branch Supervisor. She began her banking career as a Branch Teller at both CCF Bank and TCF Bank. Outside of her professional work, Alicia enjoys bowling, family activities, parenthood, and reading.