David John Langworthy

Carrie Strongheart is a financial advisor at BFC Planning, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Previously, she worked at Institutional Securities Corp for 11 years and operated Strongheart Financial for 17 years. Outside of her advisory role, she is involved in budgeting and retirement needs analysis through Strongheart Financial and receives book royalties from a publishing venture. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm provides financial planning, asset management, and referral-based outside money manager services through a network of independent advisers.

Jon Lebaron is a CFP® and ChFC® with 30 years of experience in the financial industry. He has been with Harbour Investments, Inc. since 2011 and also operates Lebaron Financial Group, which has been active since 2002. Outside of his advisory work, he serves as a director for the Osceola Indian Club, Inc., a property management organization in Michigan. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized strategies across various investment vehicles and offers model-based solutions through a subscription platform.

Preston Baker is a financial advisor at Harbour Investments, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LeBaron Financial Group, as well as roles in local government and education. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm uses a combination of fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Daniel Terry is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward Jones since 1990. Outside of his advisory work, Terry engages in songwriting and has recorded an album. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Mollyc Cataldo is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2017, following a ten-year tenure at The Huntington National Bank. In addition to her advisory role, she is involved in managing vacant farm and hunting land in Big Rapids, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options, supported by a large nationwide network of financial advisors and branch offices.

Leisa Massie is a Series 66 licensed financial advisor with Edward Jones, based in Big Rapids, Michigan. She has over two years of industry experience and has been with Edward Jones since 2006. Outside of her advisory role, she occasionally engages in photography, focusing on events such as weddings and family portraits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large network of approximately 23,701 financial advisors nationwide.