Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Mollyc Cataldo is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following a ten-year tenure at The Huntington National Bank. In addition to her advisory role, she is involved in managing vacant farm and hunting land in Big Rapids, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Trina Thomas is a financial advisor with Edward Jones in Evart, MI, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked at Surveyors Title and Spectrum Health Reed City Hospital. Outside of her advisory role, she is involved in agriculture as the owner of Red Antler Farm, where she raises and breeds KuneKune pigs, and is also associated with her husband's taxidermy business, Red Antler Taxidermy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of advisors and offices.

David Langworthy is a financial advisor with Edward Jones in Reed City, MI, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.