Duane Keith 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 at Wellington Investment Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Private Client Services LLC before joining Wellington in 2016. Outside of his advisory role, he is a passive investor in several medical device and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm provides discretionary and non-discretionary portfolio management and financial planning, employing a range of analytical methods and tailoring investment strategies to clients’ 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 with Harbour Investments, Inc. in Richland, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raba and The Huntington Investment Company. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a variety of portfolio management, financial planning, and advisory services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Richard Taylor is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with FourStar Wealth Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Wells Fargo Clearing. FourStar Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes, offering financial planning, investment management, and retirement plan consulting.