Ashley Bosworth

Michael Gay is a CFP® professional with 13 years of industry experience. He is the principal of Planvesting, LLC, an independent investment adviser based in Grayling, MI, where he has worked since 2012. In addition to his advisory role, he has published on low-risk investing and provides small business consulting. Planvesting is a state-registered firm that offers consultative financial planning and portfolio management to individuals, retirement plans, trusts, estates, and other institutional clients. The firm emphasizes passive, asset-class-based portfolios using no-load mutual funds and ETFs, operating primarily on a non-discretionary basis with a fee structure based on fixed retainers or hourly planning rather than asset percentages.

Wayne Koppa is a financial advisor with Scout Financial Planning in Grayling, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Scout Financial Planning since 2005. Scout Financial Planning provides fee-only, as-needed financial planning and investment advice primarily to individual clients, focusing on a passive, long-term buy-and-hold approach with low-cost index investments. The firm does not offer ongoing portfolio management or custody of client assets and operates on an hourly or fixed-fee basis.

Mark Sloan is a financial advisor with Ameriprise in Grayling, MI, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Outside of his advisory role, Sloan serves on the Board of Directors for the AuSable Area Community Tennis Association and coaches girls varsity tennis at Crawford AuSable Schools. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendation reports. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Roger Cooley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. He has worked at Raymond James since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Cooley serves as a trustee for a family trust in Roscommon, Michigan. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Hunter Mires is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including CUSO Financial Services, J.W. Cole Advisors, and Mackinaw Financial Corporation. Outside of advisory work, he has been involved with golf clubs and held roles at Northern Michigan University and Travel Information Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of delivery options and investment strategies supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Athena Helinski is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has been with Ameriprise since 2023. Outside of her financial advisory role, she is employed as a physician assistant at Munson Healthcare Grayling Hospital, where she has worked since 2008. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies to provide tailored recommendations through a centralized consulting team.