Courtenay Lavigne

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

Lucas Brown is a CFP® with 25 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. He has worked with True Blue Financial since 2009 and has been affiliated with LPL Financial since 2008. Outside of his advisory role, Brown is an adjunct professor at Cornerstone University and owns a small family-operated grain and grape farm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical analysis, and often implements third-party model portfolios and LPL-sponsored programs.

Nicole Coar is a financial advisor at True Blue Financial, LLC in Stevensville, Michigan, holding CFP® and Series 66 credentials with 12 years of industry experience. She has been with True Blue Financial since 2020 and previously worked at LPL Financial LLC from 2014. Coar is also a registered notary public in Michigan, providing notary services to clients without charge. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs a tailored, risk-based approach and utilizes third-party model portfolios and LPL-sponsored programs, supported by an in-house tax preparation business and insurance services.

Richard Martin III is a financial advisor at True Blue Financial, LLC with five years of industry experience. He holds a Series 66 designation and has worked at True Blue Financial since 2017, with prior experience at Crowe Horwath, LLP. In addition to his advisory role, Martin is a licensed notary and is involved in tax preparation and planning through True Blue Tax, a certified public accounting business. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a tailored, risk-based approach that includes third-party model portfolios and LPL-sponsored programs.

John Gannon is a CFA® charterholder with 18 years of industry experience. He is currently with WealthCare Financial Group, Inc., where he has worked since 2025. His prior roles include positions at Fidelity Investments, JP Morgan Securities LLC, JP Morgan Chase Bank, Merrill Lynch, and Avatar Securities. WealthCare Financial Group, Inc. is a state-registered wealth management firm serving individuals, business owners, and retirement plan sponsors. The firm employs a “Structured Investing” philosophy with diversified, customized portfolios and provides retirement planning, portfolio management, and pension consulting through a six-advisor team managing approximately $28.2 million.

Stephen Dissette is a financial advisor with Horter Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Horter since 2014 and concurrently operates Stephen D. Dissette & Associates, where he offers fixed investments and annuity products through workshops and educational programs. Horter Investment Management provides portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm offers a range of model, multi-manager, and custom portfolios, combining tactical and passive strategies with access to alternative investments and third-party managers.