Bradley Blomquist

John Benzie is a financial advisor at Global View Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has worked with affiliated firms including Global View Capital Insurance Services and Global View Capital Advisors since 2014. Outside of his advisory roles, Benzie officiates high school basketball and baseball games. Global View Capital Management provides discretionary investment management and financial planning for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a model-driven, quantitative investment process that utilizes technical analysis, momentum, and trend-following signals, supported by a majority-owned research arm that delivers daily fund rankings and trade alerts.

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 21 years. Outside of his advisory role, he owns North Forty Wild Apples LLC, an online retail business specializing in tree seedlings. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

Laird Trepp is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including VOYA Financial Advisors and Planning Associates. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by various program structures and model portfolios.

Heidi Strutz is a Series 66-licensed financial advisor at OSAIC with seven years of industry experience. She has worked at firms including Woodbury Financial Services, LPL Financial, and McCash Investment Management. Outside of her advisory role, she is a member of the Kiwanis nonprofit organization in her local community. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base ranging from individual investors to corporations and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Richard Kinsey is a Series 66 licensed financial advisor with Edward Jones in Iron Mountain, MI, and has eight years of industry experience. Before joining Edward Jones in 2017, he worked in various roles at Town and Country Sales, Riverside Auto Group, and Messersmith Manufacturing Incorporated. Outside of his advisory work, he is involved in tree care and planting at Orchard Vulcan and participates in agricultural labor on a family farm in Crystal Falls, including livestock care and crop planting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through an extensive network of financial advisors and branch offices nationwide.