Elizabeth Tkacz Breitner

William Schmidt is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Belpointe since 2019, alongside his role at Premier Estate Planners, LLC since 2012. Outside of advising, he owns and operates 1st College Planning Inc., a college planning services business. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement consulting, utilizing customized portfolios and a range of strategies tailored to client goals and risk tolerance.

Andrew Butler is a CFP® professional with over 21 years of experience in the financial industry, currently serving at Edward Jones since 2004. He holds Series 63 and Series 66 licenses and is based in Mecosta, MI. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Grace Timmers is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2022, she worked in customer service at Antlers Fireside Grill and attended Grand Canyon University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Lisa Bondarenko is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory work, she plays the piano for Northland United Methodist Church in Stanwood, MI, performing at services, funerals, and weddings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.