Daniel Jeffries

Daniel Kill is the principal of DV Kill Advisory Services, LLC, an independent firm based in Marquette, MI. He holds the ChFC® designation and has 16 years of industry experience. Prior to founding his firm in 2014, he worked at Ohlmann Investment Advisors LLC and has been involved with Northern Michigan University, Ore Dock BotEco Center, and Immanuel Lutheran Church. DV Kill Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored investment supervisory services that include a broad range of asset classes and both fundamental and technical analysis. The firm also offers commissionable insurance products alongside advisory services, disclosing this as a potential conflict of interest, and manages accounts that often incorporate advanced trading strategies.

At Planpath Financial, LLC you are at the center of everything we do. When we create plans for your financial life, we first take time to listen to how you think about money and what you want your money to do for you. Everyone is different, therefore each financial plan is unique to the individual. Educators at heart, we want to make sure you understand our recommendations so you can feel confident about your future. The goal is to lead you to and through your best retirement, by maxmizing your spending and savings opportunites and minimizing your tax bill. We develop customized financial plans and leave no stone unturned. We will make sure your investments make sense for your goals and that you are adequately protecting your assets and against the "what ifs" of life. You'll feel confindent you are set up to retire according to plan. You will have your affairs in order to take care of those you care about after you are gone. Life changes and so do financial plans. We are with you every step of the way and always only a phone call away. You'll likely enter tax season feeling more prepared than ever and really good about the tax savings strategies that are part of your plan. We also help you with the human side of financial planning. At times the emotions that money can bring out could lead you down a trail that takes you away from your intended desination. We'll guide you along the path that leads to where you want to go. With all that being said, we do prefer to have an ongoing relationship with our clients and offer our services at a transparent flat-fee rate. We've learned many don't understand what their investments cost them or how their advisor gets paid. Here it is crystal clear and extremely fair. If you are a DIY investor, or just not quite ready for full comprehensive planning, we do offer as-needed services at an hourly rate. Just give the office a call, explain what you need help with, and we'll get you a quote for our services. If you choose to have us manage your investments, that is including in the flat-fee, and can be taken from your investment accounts or paid by ACH. You can call for a quick ten minute touch point if you just want to touch base first, and your next step would be to schedule a complimentary meeting where we can compare notes and see if working together seems to make sense.

Dane Nelson is a financial advisor with Northern Edge Wealth Management in Marquette, MI. He holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management offers personalized financial planning and investment management, serving primarily retirement-plan and entity accounts. The firm’s research-driven investment approach focuses on long-term equity investments with an emphasis on dividend-growth stocks and uses a combination of in-house management and external managers.

Allen Van De Kreeke is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has previous work experience with ERTS Wealth Advisors, LLC, Made in Nature, and Life Time Fitness. B.A. Roberts Financial Services provides investment advisory, financial planning, retirement plan advisory, and consulting services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in assets and employs a fiduciary standard with a primarily fundamental, long-term investment approach.

Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual and high-net-worth clients. The firm follows a personalized, research-driven investment approach with an emphasis on long-term equity-oriented strategies and also selects external money managers for portions of client portfolios.