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Ryan O

Series 66

Crystal Falls, MI

Edward Jones

Ryan O'Grady is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. He has prior experience at U.S. Bancorp Investments and Ameriprise Financial Services Inc. O'Grady is a member of the Crystal Falls Lions Club, where he is involved in organizing events, raising awareness, managing communications, and handling recordkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of wealth levels. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and maintaining a large network of advisors and branch offices nationwide.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Stephanie N

Series 66

Crystal Falls, MI

LPL Financial

Stephanie Nocerini is a financial advisor with LPL Financial in Crystal Falls, MI, holding a Series 66 designation and 12 years of industry experience, all with LPL Financial since 2014. In addition to her advisory role, she is a licensed health insurance agent selling individual health insurance policies, Medicare supplements, and Medicare Advantage plans, and she also serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, supporting advisors with research and technology while overseeing substantial discretionary assets through a large network of investment adviser representatives.

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