David Louis Price

Jon Solitro is a Certified Financial Planner® with 13 years of industry experience. He is the principal of FinancialMD, LLC, an independent advisory firm, and has previously worked at Principal Securities, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. Solitro serves as a board member of Youth Haven. FinancialMD provides comprehensive financial planning and discretionary investment management services to individuals, families, business entities, and retirement plans. The firm offers tailored advice with a focus on cash and debt management, retirement and insurance planning, and tax-preparation services, using both tactical and strategic investment approaches.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.

Richard Diaz Jr. is the principal of MD Advice Financial in Holt, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior roles include positions at Principal Securities, Washington Avenue Advisors, The Centennial Group, Principal Life Insurance Company, and Securian Financial Services. He is also involved in fixed insurance and various insurance product lines. MD Advice Financial provides investment advice, comprehensive financial planning, and insurance solutions to individuals and high-net-worth clients. The firm employs a mix of tactical and strategic asset allocation models, offers discretionary management or oversight of external managers, and utilizes both fundamental and quantitative analysis in its investment approach.

Marvin Brigman is the principal of Brigman Wealth Management in Holt, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been self-employed since 1995 and maintains a life, accident, and health insurance license as part of his business activities. Brigman Wealth Management serves individual investors and a limited number of business clients, offering discretionary portfolio management and advice focused on fundamental securities analysis with a primarily long-term investment approach. The firm emphasizes selecting individual securities and provides direct oversight through the principal, managing approximately $5.4 million in assets across about 38 clients.

Anne Lee is a Series 65-licensed advisor with four years of industry experience, currently working at Church Organizers Foundation since 2016. She previously practiced law at Lee Law Office PLLC from 2014 to 2022. Church Organizers Foundation is a nonprofit registered investment adviser serving individuals, trusts, estates, pastors, school teachers, endowments, foundations, charitable trusts, and businesses. The firm offers customized portfolio management and financial planning, emphasizing stewardship-focused services for churches and nonprofits alongside conventional investment management.

Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.