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Nathan M

Series 66

Ironwood, MI

Thrivent Investment Management

Nathan Musolff is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked with Thrivent Financial and Thrivent Investment Management since 2016. Prior to his financial career, Musolff served at the Antigo Police Department for 21 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and planning on a broad range of topics, allowing clients to combine planning with managed-account programs while keeping the services separate.

Business ownership considerations
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Rebecca L

Series 63, Series 66

Ironwood, MI

Edward Jones

Rebecca Lynch is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2001 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she provides horseback riding lessons and training on a part-time basis. 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 approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy Divorce financial planning Business ownership considerations Military & Veterans Founder/Business Owner
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Kevin E

Series 66

Wakefield, MI

Edward Jones

Kevin Everson is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining the firm, he worked at Ironwood Plastics for 14 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products supported by a large network of financial advisors and branches nationwide.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Retired Founder/Business Owner Executive
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Caitlin L

Series 66

Ironwood, MI

Edward Jones

Caitlin Lynch is a financial advisor at Edward Jones with a Series 66 designation and 2 years of industry experience. Prior to joining Edward Jones, she worked at Don & GG's for one year. 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 accounts, separately managed accounts, and affiliated mutual funds, and is recognized for its extensive retail advisor and branch network.

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