Blake Beebe

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Duane Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

John Kish Jr. is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield of Michigan and co-owns a commercial business, Center St Property, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides tailored, research-driven recommendations combining income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Carl Oleson III is a financial advisor with Raymond James Financial in Maple City, MI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Raymond James Financial since 2010. Outside of his advisory role, he serves as president of Oleson Financial Group, an S Corporation associated with his business interests, and holds agent positions related to non-variable insurance through affiliated entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making through tailored financial plans and a broad network of affiliated financial services.

Frederick Miller is a financial advisor at Manitou Capital Management, Inc. in Frankfort, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Manitou Capital Management since 2003 and serves as President of Manitou Investment Advisors, where he dedicates full-time efforts to portfolio management. Manitou Capital Management, Inc. provides discretionary investment management and related services primarily to pooled investment vehicles and institutional clients. The firm manages multiple strategies concurrently, emphasizing performance-based fees and side-by-side management.