CFP®-certified financial advisors in Alma, MI

Samuel Beals is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and has prior work history including roles at Apex Marine, Inc and the Baptist Children's Home. He is also involved with DLP Financial Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Benjamin Bontrager is a financial advisor at Edward Jones in Alma, Michigan, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Lux Wealth Planning, Washington Avenue Advisors, and Rehmann. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating nationwide through a large network of financial advisors and branch offices.

Douglas Hoard is a financial advisor with Equitable Advisors in Alma, MI, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Equitable Advisors since 1999 and also serves as Vice President at Roslund Prestage & Company, where he has worked since 1983. Outside of his advisory role, Hoard is active in nonprofit and charitable organizations, including serving as Treasurer of the Alma St. Louis Rotary Club and the Luneack Family Foundation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Kevin Nichols is a financial advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 37 years of industry experience, including over 30 years with Securities America Advisors, Inc. and Securities America, Inc., as well as four decades running Nichols Financial Group. Outside of his advisory role, he owns and operates Nichols Financial Group, specializing in fixed annuities and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio construction and access to third-party money managers, emphasizing a diverse approach including mutual funds, ETFs, equities, and fixed income.

Jared Merchant is a CFP® professional with 24 years of industry experience currently associated with OSAIC. He previously worked at Woodbury Financial Services and Questar Asset Management during his career. In addition to his advisory role, he serves as a trustee for Ithaca Public Schools and is a board member of the GraiOtt Integrated Health Network. OSAIC serves a diverse client base that includes individual investors and institutional entities, providing a range of advisory and brokerage services supported by multiple platforms and third-party solutions. The firm employs various portfolio construction tools and offers managed account options tailored to client risk profiles and preferences.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.