Kevin Paul Kelly & Associates

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Ventura Financial Planning Services-LPL Financial, situated in Kewadin, MI, operates as an independent broker-dealer renowned for its diverse range of investment products, advisory services, and holistic wealth management solutions. Catering primarily to financial advisors, institutions, and registered investment advisors (RIAs), they offer essential resources and cutting-edge technology platforms to facilitate tailored financial counsel delivery. Specializing in compliance oversight, practice management, and advanced technology services, Ventura Financial Planning Services-LPL Financial strives to equip advisors with the tools needed for impactful client interactions. At the heart of their mission lies a commitment to enhancing financial advisors' operational efficiency, precision, and autonomy in navigating the intricate financial services realm. By empowering advisors through innovative solutions, Ventura Financial Planning Services-LPL Financial positions itself as a pivotal ally in fostering advisors' adeptness in delivering top-notch financial guidance. Generated using this brand's available information