ADVISOR BIO

Charles Alley is a financial advisor with Edward Jones, a firm that manages over $825 billion in assets. Charles has been working in the financial industry since September 10, 2017 and has worked at Edward Jones since August 2017. Charles specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Charles holds Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

ADVISOR BIO

James Martin Winiarski is a financial advisor who is registered with the state of Michigan and other states. James Winiarski has been working in the financial services industry since 2013. He is currently employed with The Huntington Investment Co. in Saint Clair, Michigan. James Winiarski has passed multiple securities exams and has a Series 6, Series 7, Series 63, and Series 65 license. James Winiarski has been registered with the Financial Industry Regulatory Authority (FINRA) since 2015. James Winiarski is a registered Investment Adviser Representative (IAR) in Michigan and Arizona, and has an active investment advisory registration in the state of Michigan. James Martin Winiarski specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Lori Stephenson is a financial advisor with Stifel, Nicolaus & Company, Inc. Lori has been in the financial services industry since 2009 and is licensed in multiple states including Michigan, Texas, and several others. Lori holds Series 7 and Series 66 securities licenses and the SIE exam. Lori is a Registered Representative with Stiefel, Nicolaus & Company, Inc. Lori has a strong focus on building long-term relationships with clients and provides a variety of services including financial planning, portfolio management, and investment advice.

SPECIALIZATIONS