Portage, MI S Westnedge Ave Office

Saundra Ivy is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. She has worked at LPL Financial since 2009, with a break between 2016 and 2022 during which she was also affiliated with CUNA Mutual Group and CUNA Brokerage Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches and a variety of model portfolios and research resources.

Macy Bischoff is a financial advisor with LPL Financial in Portage, MI, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she worked at Kalsee Credit Union and Northwestern Mutual. Her background also includes experience in hospitality and retail sectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and portfolio management technologies.