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Lana H

Series 63, Series 65

Millersburg, MI

Edward Jones

Lana Hurley is a financial advisor at Edward Jones with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at firms including CIG Capital Advisors, Legacy Financial Network Advisors Inc, and Waddell & Reed Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm has a large network of financial advisors and branch offices and manages approximately $1.01 trillion in assets under management.

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

Series 66

Rogers City, MI

Edward Jones

Courtney Mertz is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones as an advisor, she worked at Mid Michigan Medical Center for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of more than 23,700 advisors.

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

Series 66

Rogers City, MI

Edward Jones

Matthew Bredow is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to his advisory role, he was employed by Rogers City Area Schools and the City of Rogers City Police Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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