Shawn Smith is a financial advisor with Edward Jones in Algonac, MI, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been with Edward Jones since 2003. 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 advisors and branch offices nationwide.

Thomas Trudel is a financial advisor at Edward Jones with a Series 66 designation and over a decade of prior experience in various industries, including roles at Purem Novi, Inc., AJM Packaging, Tenneco, and Brose North America, Inc. He has been with Edward Jones since 2025. 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, supported by a large nationwide network of financial advisors and branch offices.

Kimberley Greenwald is a financial advisor at Edward Jones with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, Kimberley worked at Pacific Life Insurance Co. and Jackson National Life Distributors LLC. She also works as an online nutrition coach through Heritage Church's HDC Group. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products.

Mac Kenzie Seibel is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and two years of industry experience. He has worked at Edward Jones in two separate periods, beginning in 2019, and serves as a colorguard instructor for both the Anchor Bay and Chippewa Valley Band Boosters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large national network of advisors and branch offices.

Joseph Lewandoski is a financial advisor at Edward Jones with 11 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2014. Outside of his advisory role, he is a high school basketball and soccer referee with the Michigan High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Passmore is a financial advisor with Edward Jones in Chesterfield, MI, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a color guard judge for competitive circuits and works as a color guard instructor for a local high school marching band. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm is notable for its large retail advisor and branch network, fiduciary standard, and additional capabilities such as trust services and securities-based lending.

Doris Morgan is a financial advisor with LPL Financial, holding a Series 66 designation and six years with the firm. She has a total of nine years of industry experience, including prior roles at Michelle Belesky and Brian Carten State Farm Agencies. 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 and brokerage services utilizing various investment strategies and supported by technology tools.

Evette Bonfiglio is a financial advisor at Osaic Wealth with two years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at First State Bank, Flagstar Bank, and PNC Bank. Outside of her advisory role, she is involved in real estate sales as a sales associate and serves as a notary public and insurance agent through her sole proprietorship, assisting clients with life and disability insurance policies. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services. The firm utilizes a model-based investment approach with tools for portfolio optimization and risk management, supporting a variety of managed account programs and third-party investment options.

Kristen Roulo is a Series 66-licensed financial advisor with Edward Jones in Algonac, MI, where she has been practicing since 2014, accumulating 12 years of industry experience. She has spent her entire advisory career with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Janelle Micks is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Edward Jones in Richmond, MI. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of various net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristy Pieprzak is a financial advisor with J.P. Morgan Securities in Marysville, MI, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015 and previously at Chase Investment Services Corp. from 2006 to 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary advisory program.

Edward Maedel II is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, including prior roles at Sigma Financial Corporation and Thrivent Investment Management. He serves as a board member of the St. Peters Lutheran Church Richmond MI Endowment Board. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm provides access to multiple platforms and third-party advisers while managing a multi-billion dollar asset base.

Megan Schudlich is a financial advisor at Stifel with Series 66 credentials. She joined Stifel in 2023 and has held various roles including positions at Michigan Medicine and Eastern Michigan University. She serves as a general member at large on the board of a condominium association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation models developed by its Investment Strategy Group.

Sarah Armstrong is a financial advisor at LPL Financial in Marysville, MI, holding Series 63 and Series 65 licenses with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025, and before that spent seven years at Best Buy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.