Carrie Strongheart

Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Ian Mark is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including Edward Jones, SNI Financial, and Northland Investments. Outside of his advisory role, Ian works as an associate at The Home Depot in Cadillac, MI. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Rockford, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages an internet marketing business focused on residential rental properties. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinct municipal-advisor registration.

Kelly Brockette is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and with 27 years of industry experience. She has been affiliated with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011 and has worked with Lerner Financial Group, Inc. since 1994. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, high-net-worth households, retirement plans, charitable organizations, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, retirement plan advisory, and access to third-party sub-advisers through multiple account platforms and a network of independent financial professionals.

Sophia Schumacher is a financial advisor at Edward Jones in Big Rapids, MI, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at Bandit Industries, Trelan Manufacturing, Northwestern Mutual, and McLaren Central Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.