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Daniel D

Series 63, Series 66

Alma, MI

LPL Financial

Daniel De Jong is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 34 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Jena C

CFP®, Series 66

Mount Pleasant, MI

Edward Jones

Jena Eisenberger is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Mount Pleasant, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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 tax-efficient overlay services.

Divorce financial planning Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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Travis S

Series 66

Mt Pleasant, MI

Edward Jones

Travis Smith is a Series 66 licensed financial advisor with Edward Jones in Mt Pleasant, Michigan, where he has worked since 2015. He has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices, and operates under a fiduciary standard.

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

CFP®, Series 66

Mt Pleasant, MI

Edward Jones

Amy Hovey is a financial advisor with Edward Jones in Mt Pleasant, MI, holding the CFP® designation and Series 66 license. She has 16 years of industry experience, including 17 years with Edward Jones. Outside of advisory work, she owns an LLC that manages an office building used for her Edward Jones office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,700 advisors nationwide and approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General estate planning guidance Business ownership considerations Wealth management Business exit / sale strategy Founder/Business Owner
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Caden K

Series 66

Alma, MI

Edward Jones

Caden Kipp is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has prior work experience in several industries, including lawn care and retail. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large nationwide network of advisors and branch offices.

Retirement income strategy College savings (529s, UTMA, etc.) Inherited wealth Retired Founder/Business Owner Executive
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Anthony Y

Series 66

Mount Pleasant, MI

Raymond James Financial

Anthony Yuncker is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He has worked with Raymond James since 2019 and previously with Valic Financial Advisors from 2013 to 2019. Yuncker is also the owner of Skeeter's Comet LLC, a business investment outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools and supports a broad range of advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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James H

Series 66

Alma, MI

LPL Financial

James Hancock II is a financial advisor with LPL Financial, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience working at Alma College and Michigan State University. Outside of advising, he is a business owner of Alma Glengravel LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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Kelly S

Series 66

Mt Pleasant, MI

Edward Jones

Kelly Starry is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, Kelly worked for six years at American Credit Acceptance and has experience in both the finance and service industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies, including discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Multi-generational wealth transfer General retirement planning Founder/Business Owner
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William S

Series 66

Mount Pleasant, MI

Raymond James Financial

William Scheese is a financial advisor at Raymond James Financial with a Series 66 designation and five years of industry experience. He has worked with Raymond James Financial Services Advisors and Raymond James Financial Services Inc. since 2020 and has prior experience at Isabella Bank. Outside of his advisory role, he co-owns Scheese Farms LLC, where he manages agricultural operations alongside his brother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jared M

CFP®, Series 66

Alma, MI

OSAIC

Jared Merchant is a CFP® professional with 24 years of industry experience currently associated with OSAIC. He previously worked at Woodbury Financial Services and Questar Asset Management during his career. In addition to his advisory role, he serves as a trustee for Ithaca Public Schools and is a board member of the GraiOtt Integrated Health Network. OSAIC serves a diverse client base that includes individual investors and institutional entities, providing a range of advisory and brokerage services supported by multiple platforms and third-party solutions. The firm employs various portfolio construction tools and offers managed account options tailored to client risk profiles and preferences.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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