ADVISOR BIO

Ashley Marie Pockrandt is a registered investment advisor representative with LPL Financial LLC. Ashley has been in the industry since February 24, 2018 and holds Series 6, Series 63 and Series 65 licenses. Ashley is also registered with the state of Michigan. Ashley's previous experience includes working at The Huntington Investment Company. Ashley is based in Frankenmuth, Michigan, but serves clients in multiple locations across the state. Ashley specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Byron Swarts is a financial advisor with Oppenheimer & Co. Inc., registered with the state of Michigan. Byron has been in the industry since 2015, specializing in several areas including retirement planning and portfolio management. Byron has a comprehensive range of credentials with Series 7, 9, 10, 24, 66, and 99TO licenses and active registrations in several states. Byron is a dedicated professional with a strong commitment to providing personalized financial guidance.

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ADVISOR BIO

Colin Maurer is a registered representative with Edward Jones. Colin is a securities professional who is licensed to offer a range of financial services, including investment advice. Colin is based in FRANKENMUTH, MI. Colin has been working in the financial services industry since 2012. Edward Jones is a well-established financial services firm that provides investment and financial planning services to individual and institutional clients. The firm has a strong reputation for providing personalized service and a wide range of investment products and services.

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ADVISOR BIO

Daniel Waskiewicz is a registered representative with Oppenheimer & Co. Inc. and has been in the industry since 2011. Daniel has experience in both securities and investment advisory services and has a strong background in various financial areas including financial planning, pension consulting, and portfolio management for individuals and businesses. Daniel holds multiple licenses and certifications including Series 6, 7, 9, 10, 66, SIE, and 99TO and is registered in multiple states across the US. Daniel focuses on building long-term relationships with clients and providing them with customized financial advice and solutions.

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ADVISOR BIO

David Pendleton is a financial advisor who has been in the industry since 1979. David is a registered representative with Morgan Stanley and has been with the firm since 2014. Before that, David worked at UBS Financial Services Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc. David provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and investment companies. David is also a Director of Frankenmuth Mutual Insurance Co. and a board member of the St. Lorenz Foundation and the Frankenmuth Community Foundation. David is dedicated to providing his clients with the highest quality financial advice and service.

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ADVISOR BIO

Douglas Kline is an investment advisor representative with Oppenheimer & Co. Inc. in Frankenmuth, MI. Douglas has been in the industry since May 25, 1989. Douglas is registered to provide investment advice in Alaska, Arizona, Arkansas, California, Colorado, Delaware, Florida, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Douglas's specializations include investment advisory services for individuals, investment companies, pooled investment vehicles, business development companies, and pension and profit-sharing plans.

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ADVISOR BIO

Doyle Webb is a financial advisor registered with Edward Jones. Doyle has been in the financial services industry since February 2019. Doyle is a Certified Financial Planner™ professional. Doyle is registered with the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

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ADVISOR BIO

Edward Foltz is a financial advisor with Cetera Investment Advisers LLC. Edward has been in the financial services industry since 1998. Edward has experience providing financial advice to individuals, businesses, and institutions. Edward holds the Series 6, 7, 24, 63, and SIE licenses. Edward is registered to provide financial advice in Arizona, California, Florida, Georgia, Indiana, Kentucky, Louisiana, Michigan, Minnesota, North Carolina, Ohio, Oregon, South Carolina, and Tennessee. Edward also has experience working with Questar Capital Corporation and American General Financial Advisors, Inc. Edward is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Elaine Ardith Parlberg is a financial advisor with LPL Financial LLC. Elaine has been working in the financial industry since January 4, 2009 and holds the Series 7, Series 66 and SIE licenses. Elaine has previous experience at Sigma Financial Corporation, MML Investors Services, LLC and Mutual of Omaha Investor Services, Inc. Elaine is registered to provide investment advice in Michigan and Florida and is active in both the Broker-Dealer and Investment Advisor capacity.

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ADVISOR BIO

Mary Jean Guzak is a financial advisor with Edward Jones. Mary Jean has been working in the financial industry since 2013 and has been registered with the State of Michigan since 2013. Mary Jean holds several licenses, including Series 66 and Series 7. Mary Jean specializes in working with individuals, families, businesses and retirement plans. Mary Jean provides financial planning and investment management services to clients.

SPECIALIZATIONS