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Megan S

Series 66

Saint Clair, MI

STIFEL

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.

General retirement planning Income planning
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Sarah A

Series 65, Series 63

Marysville, MI

LPL Financial

Sarah Armstrong is a financial advisor with LPL Financial in Marysville, MI, holding Series 65 and Series 63 designations and four years of industry experience. Prior to joining LPL Financial in 2025, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. from 2021 to 2025 and spent seven years at Best Buy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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 in-house and third-party research and model portfolios.

College savings (529s, UTMA, etc.)
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