Douglas Hoard

Shannon Nagy is a financial advisor with International Assets Investment Management, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at Securities America Advisors and Securities America Inc. since 2014. In addition to his advisory work, Nagy is a salaried resident producer and agent for Nichols Financial Group Inc., focusing on fixed annuity and life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s advisors use a customized, long-term approach to portfolio construction, employing mutual funds, ETFs, equities, fixed income, and may incorporate options hedges or third-party money managers to align with client objectives and risk tolerance.

Kevin Nichols is an advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 credentials. He has 36 years of industry experience, including roles at Securities America Advisors, Inc. and Securities America, Inc. since 1995, as well as ownership of Nichols Financial Group since 1986. Outside of his advisory work, Nichols is involved in fixed annuities and life insurance sales through Nichols Financial Group. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm’s network of independent adviser representatives delivers customized, long-term portfolio management utilizing mutual funds, ETFs, equities, and fixed income, with additional offerings including third-party manager programs and financial planning.

Jeremy Whitmore is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has prior work history including service in the United States Army for 20 years and roles at Central Michigan University and Lowe's Home Improvement. Outside of advisory work, he owns and operates Salty Chief Farm, a business involved in cattle and agricultural sales. Belpointe Asset Management serves a diverse client base, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs customized portfolios with a mix of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance, and supports its advisory practice with a broad range of affiliated businesses and product sponsorships.

Scott Showers is a financial advisor with J.W. Cole Advisors, Inc. in Ithaca, Michigan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2018 and previously spent ten years at ProEquities, Inc. Outside of his advisory role, Showers is involved in financial planning through Newton Showers Wealth Management, LLC, partners with 168 Wealth Strategists, sells Medicare Supplemental policies, and is an author. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent advisers. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Samuel Beals is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at Apex Marine, Inc. and Baptist Children's Home. He is also involved with DLP Financial Partners, LLC, a business related to his LPL activities. LPL Financial provides advisory and brokerage services to a diverse client base, offering a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Lori Neeb is a financial advisor at Edward Jones with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she is the president and owner of LORMAR Investments, LLC, a commercial real estate business in Weidman, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.