Independent financial advisors in Kalamazoo, MI

Julie Jones is a financial advisor with Fairway Investment Group, LLC, holding Series 65 and Series 63 licenses and having nine years of industry experience. She has been with Fairway Investment Group since 2018 and is also affiliated with Paradigm Equities, Inc. and MEA Financial Services. Outside of advising, she has a long history of involvement with Gull Lake Community Schools, serving as a skills coach and assistant coach for high school and middle school athletes and as a competitive cheer official. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, operating mainly on a non-discretionary basis with tailored client recommendations.

Mari Katherine Ambro is a financial advisor at Oppenheimer with Series 63 and Series 65 credentials and two years of industry experience. Her prior work includes roles at Boesky Chiropractic, Natural Health Center, and Gull Lake View Golf Club and Resort, as well as positions in education at Miami University and Saint Mary's School. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering various advisory and brokerage services. The firm uses strategic and tactical asset allocation and manager selection to construct client solutions, with a notable focus on both discretionary and non-discretionary investment management programs.

Robert Huiskamp is a Series 65-licensed financial advisor at N.V.N.G. Investments, Inc. in Kalamazoo, MI, with 13 years of industry experience. He has been with N.V.N.G. Investments since 1994. N.V.N.G. Investments provides investment supervisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, banks, and other corporate entities. The firm’s investment approach focuses on fundamental analysis supported by external research and employs a variety of implementation tools, including frequent trading and option strategies, with ongoing account reviews and regular reporting.

Leslie Mc Cullough is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, Leslie worked for five years in retail banking at Comerica Bank. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial advice using its Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

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.