Karen Beaver Hitz

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Bruce Twp, MI

Credentials

CFP®, Series 66

Industry experience

12 years

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Business exit / sale strategy Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

Work history

Edward Jones

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Dorina Z

Series 66

Macomb, MI

Fidelity

Dorina Ziba is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served in various capacities at Fidelity Investments, including Planning Consultant from 2023 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2020 to 2021. Before joining Fidelity, she worked as a Private Banker at Credit Union One from 2019 to 2020. In her work, Dorina focuses on understanding her clients' top priorities, preferences, and values to present options that align with their unique financial goals. She aims to ensure that each client gains clarity and confidence in their overall financial plan. Outside of her professional life, Dorina enjoys spending time at the beach, cooking and baking, engaging in fitness activities, and traveling.

Wealth management

Vincenzo R

Series 63, Series 66

Auburn Hills, MI

Merrill

Vincenzo Russo is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' personal values and financial goals to develop strategies that address short-, mid-, and long-term objectives. His approach includes providing support across areas such as general investing, retirement planning, and saving for unexpected events, while also facilitating access to Bank of America specialists for banking, credit, home financing, and small business solutions. With the designation of Personal Investment Advisor (PIA), Vincenzo emphasizes ongoing dialogue to address clients' evolving needs, ensuring advice and guidance remain aligned with their priorities. He holds a Bachelor's Degree from Michigan State University.

General retirement planning Wealth management

David H

Series 66

Troy, MI

Fidelity

David Harden is a Financial Consultant at Fidelity Investments, where he works with clients to develop personalized, goals-based financial strategies. He emphasizes tailored service and partners with clients to help them pursue their most important financial objectives. David has been with Fidelity Investments since 2020. Prior to that, he held roles as a Financial Solutions Advisor at Merrill from 2018 to 2020, an Investment Consultant at Scottrade from 2016 to 2018, and a Private Client Banker at JPMorgan Chase from 2010 to 2016. This experience has provided him with a broad background in financial consulting and client relationship management. Outside of his professional work, David enjoys bowling, cars, family activities, golf, and hiking.

Wealth management

Antonino A

Series 66

Shelby Twp, MI

Merrill

Antonino Aluia is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in family wealth management strategies, institutional and corporate benefit services, legacy planning, managing new wealth, personal retirement planning, and retirement income. Antonino works closely with clients to develop personalized financial strategies that align with their unique financial situations, family dynamics, and long-term investment goals. With a commitment to reducing the stress associated with financial management, Antonino emphasizes thoughtful planning, disciplined portfolio management, and building lasting client relationships. As part of an experienced Merrill team, he leverages industry-leading resources to help clients pursue their goals. Antonino holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Michigan State University. He is also affiliated with the Sigma Nu Fraternity. Outside of his professional role, Antonino lives in Shelby Township, Michigan with his wife, Katie, and their four children. He enjoys spending time with family and friends, as well as participating in activities such as golfing, cooking, various sports, and traveling. He is also active in community volunteer work, reflecting his dedication to the Merrill tradition of community involvement.

Wealth management General retirement planning Retirement income strategy General estate planning guidance Parents Mid-Career Professionals

Kristina A

Series 66

Auburn Hills, MI

Merrill

Kristina Abro is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with Merrill since 2012, following her graduation from Central Michigan University. In her role, Kristina employs a comprehensive approach to asset and liability management, focusing on creating personalized wealth management strategies tailored to each client's unique financial picture and goals. Her expertise covers a range of client focus areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, small business strategies, women and wealth, tax minimization, and retirement income. Kristina holds the designation of Personal Investment Advisor (PIA), reflecting her professional qualifications in the financial sector. Kristina is also engaged in community involvement, following Merrill's tradition of service by volunteering with local organizations. Outside of her professional work, her personal interests include cooking, reading, skiing, watching movies, and practicing yoga.

Wealth management Divorce financial planning College savings (529s, UTMA, etc.) Business sale tax planning Women's Finance Women Professionals

Jacob S

Series 63, Series 66

Lake Orion, MI

Fidelity

Jacob Soriano is currently the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding each client's personal motivations and important relationships to provide tailored financial advice. Prior to this, Jacob served as Vice President, Financial Advisor at Merrill Lynch from 2020 to 2023. Before that, he was Vice President, Private Client Advisor at JP Morgan Chase between 2017 and 2020, and began his career as a Financial Advisor at Merrill Lynch from 2015 to 2017. His experience spans wealth planning, financial advising, and private client advisory roles.

Financial Professional
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