ADVISOR BIO

Cory Ryan Preuss is a financial advisor with Ameriprise Financial Services, LLC. Cory is an active Registered Representative and Investment Advisor Representative in Michigan and Texas. Cory has been in the financial services industry since 1997. Cory has previously been registered with several firms including Fidelity Brokerage Services LLC, TD Ameritrade, Inc., H&R Block Financial Advisors, Inc., Fifth Third Securities, Inc., Futureshare Financial LLC, J.J.B. Hilliard, W.L. Lyons, Inc., A.G. Edwards & Sons, Inc., and Smith Barney Inc. Cory has held several registrations over the years. Cory holds the Series 7, Series 63 and Series 66 licenses and the Securities Industry Essentials (SIE) exam.

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ADVISOR BIO

David Quinones is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. David is licensed to provide investment advice in 53 states, as well as Puerto Rico and the Virgin Islands. David has a combined 4 years of experience in the securities industry. David holds the Series 7, Series 66 and Series 63 licenses, as well as the SIE certification. David previously worked as a financial advisor for Wells Fargo Clearing Services, LLC. David specializes in financial planning, portfolio management, and educational seminars. David is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Debra Nowicki is a financial advisor at Edward Jones, serving clients from her office in Greenville, MI. Debra has been in the financial industry since 2015 and holds the Series 66, Series 7 and SIE licenses. She is licensed in Michigan and Texas. Debra specializes in financial planning, portfolio management for businesses and individuals, and pension consulting.

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ADVISOR BIO

Gary Zarkowski is a financial advisor with over 26 years of experience in the industry. Gary is currently registered with Osaic Wealth, Inc. Gary has a wide range of experience in financial planning, portfolio management and pension consulting. Gary is also a Certified Financial Planner and holds Series 63, Series 7, Series 24, and SIE licenses. Gary is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Jacob Kemp is a financial advisor registered with Edward Jones. Jacob has been in the financial services industry since 2019. Jacob has a Series 7TO, Series 66, and SIE license. Jacob is registered with the state of Michigan, California, Colorado, Florida, Ohio, and South Carolina. Jacob is also registered as an investment advisor representative in the state of Michigan. Jacob is a financial advisor who works with individuals, families, and businesses.

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ADVISOR BIO

Jeffrey Buursma is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey has been in the industry since 2019 and is licensed to provide investment advice in Michigan. He is a Series 66 and Series 7TO licensed advisor. He is currently registered in Florida, Indiana, Maine, Michigan, North Carolina, Tennessee, Virginia, and Wisconsin. Jeffrey has experience working with high-net-worth individuals, corporations, trusts/estates, insurance companies, pension and profit-sharing plans, and charitable organizations.

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ADVISOR BIO

Thomas Newell Wall is a financial advisor with Raymond James Financial Services Advisors, Inc. Thomas has been in the financial services industry since 2012. Thomas holds Series 7, 9, 10, 66 and SIE licenses. Thomas is registered to provide investment advisory services in 20 states. Thomas also works for Soave Financial Partners LLC. In addition to Raymond James Financial Services Advisors, Inc. Thomas also works with Edward Jones.

SPECIALIZATIONS