Lonnie Mclane

Jeremy was raised in Davison, Michigan and graduated from Davison High School. He is the son of an African-American Air Force Veteran who served in Vietnam and Korea. His mother, a retired IT professional, is the daughter of an AC Spark Plug engineer who worked in Flint for over 30 years. After high school, Jeremy attended Central Michigan University where he earned his Bachelor of Science in Business Administration with a double major in Personal Financial Planning and Real Estate Development & Finance. He was also a 4-year varsity letter recipient in football as a wide receiver. Fire Up Chips! Jeremy has been working in the financial services industry since 2012 and has been a Certified Financial Planner™ (CFP®) certificate holder since 2015. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by the CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests. Jeremy lives in Swartz Creek with his wife, Carol, an elementary school teacher at Dewitt Public Schools. They have been married since 2015 and have two children, Harrison and Scarlett, whom they welcomed in 2018 and 2021, respectively. Jeremy enjoys playing and watching sports, movies, and spending time with his family.

Kelly Crystal is the Resident Director at Merrill, having joined the firm in 2009 as a Financial Advisor. She brings over a decade of experience in wealth management, focusing on areas such as retirement planning, college education planning, family wealth management strategies, philanthropic planning, and portfolio management services. Kelly also advises on strategies for small business owners and life insurance needs, emphasizing personalized financial strategies tailored to her clients' lifelong goals. Before joining Merrill, Kelly spent ten years in the automotive industry working in Treasury and Finance. She holds a Bachelor of Arts degree in Finance from Michigan State University and a Master’s degree in Business Administration from Walsh College. Kelly has earned several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kelly resides in Davison with her husband and three children. She is actively involved in her community, serving on the Board of the American Red Cross-East Central Bay Chapter and as an Advisory Committee Member for the Community Foundation Women and Girls Fund. Additionally, she participates in organizations such as the Grand Blanc Rotary Club, Flint Women's Forum, Michigan State Genesee County Alumni Association, and the YWCA. In her free time, Kelly enjoys spending time with her family, traveling, and supporting youth sports as a coach.

Kourtney Fuller is an Investment Consultant at Fidelity Investments, a position she has held since 2025. In this role, she partners with clients to understand their financial goals and risk tolerance, conducting thorough analyses to support informed decision-making aligned with clients' financial objectives and well-being. Prior to this, she served as a Financial Representative at Fidelity Investments from 2023 to 2025. Kourtney's professional experience centers on investment consulting and financial representation within Fidelity Investments. Outside of her professional responsibilities, she has personal interests that include spending time at the beach, attending concerts, gardening, caring for pets, playing softball, and traveling.