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Danielle H

Series 66

Farwell, MI

Fairway Investment Group, LLC

Danielle Haring is an Investment Advisor Representative with Fairway Investment Group, LLC and holds the Series 66 designation. She has two years of industry experience and also works as a teacher at Clare Public Schools. Danielle maintains roles with MEA Financial Services and Paradigm Equities, Inc., alongside her advisory work. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory services using a range of LPL Financial-sponsored programs and operates predominantly on a non-discretionary basis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
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Justin C

CFP®, Series 66

Clare, MI

Kingsview Wealth Management, LLC

Justin Cole is a CFP® with 14 years of industry experience, currently serving at Kingsview Wealth Management, LLC. Prior to joining Kingsview, he spent 14 years with Edward Jones. Outside of his advisory role, he co-owns and manages a rental property business with his wife. 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 network of advisers and an internal portfolio group. The firm offers tailored portfolio management and employs proprietary model portfolios alongside third-party investment options.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Erin L

ChFC®, Series 66

Clare, MI

Edward Jones

Erin Ludwig is a financial advisor at Edward Jones with eight years of industry experience. She holds the ChFC® and Series 66 designations. Before joining Edward Jones in 2017, she worked at Frontier Communications and Charter Communications. Outside of her advisory role, Ludwig is an assistant coach for elementary girls' basketball and softball with Beal City Youth Sports. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides services such as tax-efficient investing and securities-based lending.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive Intergenerational Families Widow/Widower
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Brianna B

Series 66

Clare, MI

Edward Jones

Brianna Bitzer is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Meijer for eleven years. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Multi-generational wealth transfer Founder/Business Owner Women Professionals
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