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Andrew B
CFP®, Series 63, Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Andrew Butler is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Butler holds Series 63 and Series 66 licenses and is based in Mecosta, Michigan. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing access to a wide range of investment strategies and third-party managers.
Elizabeth G
Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Elizabeth Gill is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm offers tailored portfolio management and utilizes proprietary model portfolios, ETFs, and partnerships to support client portfolios.
Grace T
Series 66
Mecosta, MI
Kingsview Wealth Management, LLC
Grace Timmers is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for four years and has a background that includes education at Grand Canyon University and work in the restaurant industry. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio management team.
Mark F
Series 66, Series 63
Big Rapids, MI
FIFTH THIRD SECURITIES, Inc.
Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he manages an internet marketing business focused on residential rental properties. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering diverse program types and third-party portfolio managers via its Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, SMAs, and tax-overlay services.
Elizabeth T
CFP®, Series 63, Series 65
Mecosta, MI
Raymond James & Associates
Elizabeth Tkacz Breitner is a CFP® professional with 29 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary, tailored investment solutions.
Sophia S
Series 66
Big Rapids, MI
Edward Jones
Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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 large nationwide network of financial advisors and branch offices.
Lisa B
Series 63, Series 66
Big Rapids, MI
Edward Jones
Lisa Bondarenko is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she plays the piano for Northland United Methodist Church in Stanwood, MI, performing at services, funerals, and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.
Allyse W
Series 66
Big Rapids, MI
Cambridge Investment Research Advisors
Allyse Ward is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, bringing three years of industry experience. Prior to joining Cambridge, she worked in education and healthcare sectors in Big Rapids, MI. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals using a range of portfolio management strategies and platform arrangements.
Steven M
Series 63, Series 66
Big Rapids, MI
Edward Jones
Steven Miller is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 designations. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Thomas T
Series 63, Series 66
Big Rapids, MI
Cambridge Investment Research Advisors
Thomas Tacia is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Cambridge Investment Research Advisors since 2011. Outside of his advisory role, he serves on several local nonprofit and community boards, including St. Mary’s School Board and the Mecosta County Community Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management and model-based solutions tailored to client objectives.
Shannon H
Series 63, Series 65
Stanwood, MI
LPL Financial
Shannon Hannon is a financial advisor at LPL Financial with 28 years of industry experience. She has been with LPL Financial, formerly LINSCO/Private Ledger Corp., since 2004. Her credentials include Series 63 and Series 65 registrations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and access to research from LPL Research and third-party subadvisors.
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