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Ginger R

Series 63, Series 66

Saranac, MI

Cetera

Ginger Roberts is a financial advisor at Cetera with 25 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and affiliated firms for 25 years. Roberts is also involved with the American Cancer Society, serving as chairperson of the BHT&D team for the Ionia Relay for Life. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

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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Jaakko K

CFP®, Series 66

Lowell, MI

Cetera

Jaakko Kasko is a CFP® and holds a Series 66 license, with 14 years of industry experience. He is currently with Cetera and has prior experience at Commonwealth Financial Network and Milestone Wealth Management, where he is also an insurance agent selling fixed insurance products. Kasko is the owner of MWM Operating LLC and Centre Real Estate Associates, LLC. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

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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Adam L

CFP®, ChFC®, Series 66

Alto, MI

Edward Jones

Adam Lee is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes roles at RenPSG and Northwestern Mutual, as well as positions at Butler University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. 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.

Charitable giving & philanthropy Family Business Business ownership considerations General retirement planning Wealth management Founder/Business Owner Intergenerational Families
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Justin K

CFP®, Series 66

Ada, MI

Edward Jones

Justin Knapp is a CFP® professional with 11 years of experience in the financial services industry, all of which have been with Edward Jones since 2015. He holds a Series 66 license and serves as a board member of the Ada Township Downtown Development Authority. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Charitable giving & philanthropy Family Business Business ownership considerations Wealth management ESG / Sustainable investing Founder/Business Owner Values-based investing Religious/faith focused
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