Anna Mc Kenzie Gill

Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Amy Birtcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on non-discretionary asset management.

Duane Smith is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisor Group and LPL Financial since 2012, following a prior position at Edward Jones. Smith operates DJ Smith Financial Services as a DBA for his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model that integrates proprietary technology platforms and a combination of in-house and third-party investment strategies.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Howard Baughman is a financial advisor with LPL Financial in Frankfort, MI, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior roles include positions at Invest Financial Corp and Raymond James Financial Services. Outside of advisory work, he has ownership interests related to his office location in Tampa, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, institutions, and more. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Oliver Owens is a financial advisor with UBS Financial Services in Frankfort, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the board of directors for Owens Land Company, a family partnership involved in property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.