ADVISOR BIO

Alicia Kelley is a financial advisor who works with clients in Michigan and Florida. Alicia has been in the financial services industry since 2022. She is a registered representative of Mariner Independent, a firm that offers investment advisory services to a variety of clients, including individuals, businesses, and charitable organizations. Alicia holds the Series 63, Series 65, and Series 6TO licenses. Alicia is committed to providing her clients with personalized financial advice and guidance. She is also committed to providing her clients with the highest level of service and integrity.

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ADVISOR BIO

Anthony Geis is a financial advisor with Ameriprise Financial Services, LLC. Anthony has over 30 years of experience in the financial services industry. Anthony has been a registered representative since 1993. He is also a registered investment advisor representative in Michigan. Anthony holds a Series 6, 7, 24, 26, 53, 63, and 66 securities licenses as well as Series 99TO and the SIE. Anthony specializes in portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Arick Clinton Baker is a financial advisor with J.P. Morgan Securities LLC and has been in the industry since February 2012. Arick is registered in Florida and Michigan. Arick holds Series 6, 63, and SIE licenses and is a registered representative of J.P. Morgan Securities LLC. Arick has prior experience with Chase Investment Services Corp. Arick specializes in Investments, Insurance, Annuities, Mutual Funds, and Variable Annuities.

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ADVISOR BIO

Ashley Sherrod is a financial advisor with Edward Jones, a firm with over 20,000 employees and $824 billion in assets under management. Ashley has worked in the financial services industry since 2018 and has experience with Morgan Stanley and UBS Financial Services Inc. Ashley holds a Series 7, Series 31, Series 66, and SIE licenses. Ashley's specializations include financial planning, pension consulting, portfolio management, and selection of other advisors. Ashley works with a variety of clients, including individuals, high-net-worth individuals, businesses, partnerships, and charitable organizations. Ashley is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Ashley Hardaway is an investment advisor representative with CWM, LLC. Ashley has been in the industry since 2015 and holds a Series 6, Series 7TO, Series 63, and Series 66 license. Ashley is also a registered representative in Illinois, Michigan, and Texas. Ashley has experience in various financial services, including insurance, consulting, and government contracting. Ashley provides financial planning, selection of other advisors, and portfolio management services for individuals. Ashley is passionate about helping her clients achieve their financial goals.

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ADVISOR BIO

Brendan Clune Walsh is a registered representative with M Holdings Securities, Inc. based in Detroit, Michigan. Brendan Clune Walsh has been in the financial industry since March 25, 2007. Brendan Clune Walsh is registered with FINRA and licensed to sell securities in 26 states. Brendan Clune Walsh offers a range of financial planning and investment advisory services to individuals, corporations, and businesses.

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ADVISOR BIO

Brian Nephew is an investment advisor representative at Signal Advisors Wealth, LLC. Brian has over 15 years of experience in the financial services industry, providing comprehensive financial planning and portfolio management services to individuals and families. Brian is committed to helping clients achieve their financial goals through a personalized approach. Brian is a graduate of the University of Connecticut and holds the Series 6, 63, and 65 licenses. Brian has a strong track record of success in the financial services industry and is dedicated to providing exceptional service to his clients.

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ADVISOR BIO

Caroline Holmes is a registered representative with Goldman Sachs & Co. LLC and has been in the industry since February 29, 2016. Caroline holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. She is registered in 53 states and the District of Columbia. Caroline specializes in providing financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

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ADVISOR BIO

Cartier Mary Zori is an Investment Advisor Representative at Plante Moran Financial Advisors. Cartier has been working in the financial industry since 2013. Cartier has a Series 65 license. Cartier is registered to provide investment advisory services in Michigan. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.52 billion in assets under management. Plante Moran Financial Advisors provides investment advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Cayla Phillips is a registered representative with J.p. Morgan Securities LLC in Detroit, Michigan. Cayla holds Series 6, 63, and SIE licenses and has been in the industry for 1 year. Cayla specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS