Charles Harvey Kuhtz III

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 21 years at Edward Jones. Outside of advising, he owns North Forty Wild Apples LLC, an internet retail business specializing in tree seedlings. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies and third-party managers across various investment vehicles.

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.

David Mc Nurlen is a ChFC® and Series 66-credentialed financial advisor with 24 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked with firms including LPL Financial and Allstate Insurance Company. Mc Nurlen serves as a board member for the Lena Public School District and is a trust officer at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent financial professionals, utilizing multiple portfolio management platforms and a mix of proprietary and third-party investment strategies.

Richard Kinsey is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017, following prior roles at Town and Country Sales and Riverside Auto Group. Outside of his advisory work, Kinsey is involved in agricultural activities, including planting and caring for apple trees and managing a family farm where he also tends to livestock and crops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its offerings with a large network of financial advisors and a variety of affiliated services, including trust and securities-based lending options.

Samuel Hofer is a CFP® professional with 39 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and has prior experience with LPL Financial and Stephenson National Bank & Trust. Outside of his advisory role, he acts as an independent insurance agent and holds a relationship manager position at Stephenson National Bank & Trust. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across various custody and platform arrangements.

Wanda Hart is a Series 66-licensed financial advisor with Edward Jones in Iron Mountain, MI, where she has worked since 2019. She has six years of industry experience and has been involved in various business activities, including assisting with catering events at Curious Pig, a restaurant in Crystal Falls, MI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, offering discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.