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Janelle M

CFP®, Series 66

Richmond, MI

Edward Jones

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.

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Women Professionals
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Kristy P

Series 63, Series 66

Marysville, MI

J.P. Morgan Securities

Kristy Pieprzak is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Wealth management Executive Founder/Business Owner
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Edward M

Series 63, Series 66

Richmond, MI

Cambridge Investment Research Advisors

Edward Maedel II is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 16 years of industry experience. He previously worked at Sigma Financial Corporation before joining Cambridge in 2018. Maedel serves on the endowment board of St. Peters Lutheran Church in Richmond, MI. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Nathan H

Series 66

Port Huron, MI

Equitable Advisors

Nathan Hall is a financial advisor with Equitable Advisors in Port Huron, MI, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2013, including the period when it operated as Axa Advisors. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a mix of proprietary and third-party advisory models.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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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 63, Series 65

Marysville, MI

LPL Financial

Sarah Armstrong is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. She worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for four years before joining LPL Financial. Prior to her finance career, she was employed at Best Buy for seven years. 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 wide range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive technology tools and a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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