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Bruce E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

Bruce Edger is a financial advisor with Summit Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His career includes roles at Pension Systems LLC, Northpointe Bancshares Inc., and Apple Street LLC, where he is a co-owner. He serves on the board of directors of Northpointe Bank. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, corporations, and non-profits through a team-based approach. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios to client objectives and risk tolerance, managing accounts on a discretionary basis with access to third-party money managers and custodial services through an independent clearing firm.

Options & derivatives strategies
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Clayton E

Series 63, Series 65

Hastings, MI

Summit Advisors, LLC

Clayton Edger is a financial advisor at Summit Advisors, LLC with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Summit Advisors since 2017. Edger is also co-owner of Apple Street LLC, a non-investment business involved in office building rental. Summit Advisors, LLC provides discretionary portfolio management for individuals, trusts, estates, corporations, non-profits, and small businesses. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios, managing accounts on a discretionary basis with access to third-party money managers and independent custodians.

Options & derivatives strategies
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Madison C

Series 66

Hastings, MI

Edward Jones

Madison Cove is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Madison held various roles in education and community organizations. Madison also serves as an elected trustee for the Village of Freeport, where they participate in local governance and budgeting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy Multi-generational wealth transfer Retirement income strategy General retirement planning Educators, Teachers, and Academics Women Professionals Women's Finance
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Brandon W

Series 66

Hastings, MI

Raymond James Financial

Brandon Wilkins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. He worked at Edward Jones from 2012 to 2021 before joining Raymond James in 2021. Wilkins is a partner in BW Majestic Financial LLC, an independent branch of Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goals and sponsors wrap-fee advisory programs across a large advisor network.

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

Series 66

Hastings, MI

Edward Jones

Madeline Beck is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, she worked at HUB International for four years and held various roles in real estate, transportation, and education sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Wealth management Doctor or Medical Professional Women Professionals
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James L

Series 63, Series 65, Series 66

Hastings, MI

Edward Jones

James Lundin is a financial advisor with Edward Jones in Hastings, MI, holding Series 63, Series 65, and Series 66 designations and bringing 35 years of industry experience. He has been with Edward Jones since 2017 and previously worked at DWS Investment Management Americas, Inc. from 2002 to 2003. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs and tax-efficient investment strategies.

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

CFP®, Series 63, Series 65

Hastings, MI

Edward Jones

Andrew Cove is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. His prior work includes roles at Cetera and Chemical Bank. Outside of his advisory work, he coordinates the robotics program for Thornapple Kellogg Schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and affiliated investment products through a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Charitable giving & philanthropy General estate planning guidance Planning for children with special needs Retired Founder/Business Owner Executive
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Jeffrey D

Series 66

Hastings, MI

Edward Jones

Jeffrey Domenico is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Edward Jones since 2017 and previously at PNC Investments and Merrill. He is based in Hastings, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Kevin B

CFP®, Series 66

Hastings, MI

Edward Jones

Kevin Beck is a CFP® professional affiliated with Edward Jones in Hastings, MI, with 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a member of the Hastings Rotary Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Wendi S

CFP®, Series 66

Nashville, MI

Edward Jones

Wendi Stratton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, she worked for three years at State Farm's Greer Insurance Agency. She serves on the Investment Committee board of the Barry Community Foundation in Hastings, Michigan, where she oversees the endowment and helps establish the spend policy for charitable grants. 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 affiliated investment products through a nationwide network of financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner Doctor or Medical Professional
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Robert K

Series 63, Series 66

Hastings, MI

Edward Jones

Robert Knapp is a financial advisor with Edward Jones in Hastings, MI, holding the Series 63 and Series 66 designations and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Rook Enterprises, LLC, a real estate business focused on managing an office building in Caledonia, MI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Hastings, MI

Edward Jones

Boston Knapp is a financial advisor at Edward Jones in Hastings, MI, holding a Series 66 credential with one year of industry experience. Prior to joining Edward Jones, he was a full-time student for 17 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

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