Duane Corts

Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Harry Boesch is a financial advisor with Wellington Investment Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has previously worked at Wells Fargo Advisors and Private Client Services LLC. Outside of his advisory role, he is a passive investor in several medical and healthcare-related companies. Wellington Investment Advisors manages discretionary and non-discretionary portfolios and provides written financial planning to individuals, charitable organizations, corporations, and other business entities. The firm serves approximately 375 clients with a team of five advisors and applies a range of investment strategies tailored to client objectives and risk tolerance.

Rebecca Artz is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Harbour since 2019. In addition to her advisory role, she is an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to build customized strategies across various asset classes.

Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.

Corby Kiss is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2006. Prior to and during his time at Harbour, he was also affiliated with Raba and has operated Kiss Financial Services and been involved with Amway Quixstar. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies across various asset classes and provides both discretionary and non-discretionary portfolio management.

Richard Taylor is a CFP® professional with 33 years of experience in the financial services industry. He is currently with FourStar Wealth Advisors, LLC and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages portfolios primarily on a discretionary basis using both fundamental and technical analysis, tailoring investments to clients’ risk tolerances and objectives.