Top business exit / sale strategy financial advisors in Kalamazoo, MI

Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Fairway since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of her financial advisory roles, Jones has been involved in coaching high school athletes in competitive cheer and sports skill development since 2024. Fairway Investment Group primarily serves members of the Michigan Education Association (MEA) and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 licenses and three years of industry experience. Prior to her current role, she worked in various positions including at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort. She also has experience in education, having worked at Miami University and Saint Mary's School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations with a range of programs including asset management, consulting, and retirement services. The firm offers both discretionary and non-discretionary advisory services across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Robert Huiskamp is a Series 65-licensed advisor with 14 years of industry experience. He has been with N.V.N.G. Investments Inc. since 1994. N.V.N.G. Investments Inc. provides investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, banks, and corporate entities. The firm’s investment process emphasizes fundamental analysis supported by external research and employs a range of implementation tools, including frequent trading, option writing, and short sales.

Leslie Mc Cullough is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, Leslie worked at Comerica Bank in retail banking for five years. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a range of households primarily through phone, video, and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, while offering a flat subscription pricing model.

Jason Grant is a financial advisor with PNC Wealth Management in Kalamazoo, MI, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His career includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and MML Investors Services. He has been with PNC Investments since 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithmic risk assessments and implements investments via approved model strategies.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Kristin Manna is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and has worked previously at Consolidated Planning Holdings, Inc. and Charleston County School District. Outside of her advisory role, she is an author and publisher of books including The Basketball Coach's Notebook and works as a math tutor for high school students. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geoffrey Tomes is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 credential and 26 years of industry experience. He has worked at Noyes Advisors LLC for 11 years and David A Noyes & Company for 26 years. His other business activities include involvement in fixed life and health insurance and fixed annuities. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services employing various analytical approaches and maintains distinctive features such as negotiated performance-based fees for large institutional clients and affiliations with specialized asset management firms.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.