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Breanna H

CFP®, Series 66

Muskegon, MI

Edward Jones

Breanna Hansen is a CFP®-certified financial advisor with seven years of industry experience, currently practicing at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Ryke's Bakery for three years. She is based in Muskegon, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Executive
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Zaccari B

Series 66

Montague, MI

Edward Jones

Zaccari Bell is a financial advisor at Edward Jones in Montague, MI, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alma College from 2014 to 2017. 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 and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

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

Series 66

Muskegon, MI

Raymond James & Associates

Jessica Byard is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and consulting services through various specialized programs.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Adam C

Series 66

Muskegon, MI

Edward Jones

Adam Carlson is a financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year at PC Biggs Inc. Outside of advising, he operates a sole proprietorship in White Cloud, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies through a nationwide network of advisors and branch offices.

Retirement income strategy Divorce financial planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner
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Sarah L

Series 63, Series 66

Norton Shores, MI

LPL Financial

Sarah Lysiak Rahrig is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Waddell & Reed, Inc. for 14 years before joining LPL Financial in 2021. Outside of her advisory role, she serves as a notary in Michigan and is involved with Prestige Consulting, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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