Elizabeth K Berge

Michelle Shawn is a financial advisor with Retirement & Investment Planning, Inc. in Petoskey, MI, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include Gradient Advisors, LLC, and she also serves as an agent for Senior Benefits Network, focusing on Medicare, life, and annuities. Retirement & Investment Planning, Inc. provides non-discretionary asset management and retirement-plan advisory services to individuals, trusts, and employer-sponsored plans. The firm offers limited-scope ERISA 3(21) fiduciary services and typically manages assets through third-party platforms while employing a mix of fundamental, technical, charting, and cyclical analyses.

Michael Holifield is a financial advisor at West Arbor Solutions, LLC in Petoskey, MI, holding a Series 65 license with four years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development providing consulting for a strategic communications agency. In addition to his advisory role, Holifield provides business consulting services. West Arbor Solutions serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm incorporates insurance sales and business consulting through affiliated entities and tailors portfolios to clients’ goals, risk tolerance, and time horizons.

Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Paul Moody is a financial advisor at McDonald Partners LLC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, MI. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized investment approach, combining fundamental, technical, and cyclical analysis across multiple platforms.

Andrew Craig is a financial advisor at MariPau Wealth Management LLC in Petoskey, MI, holding a Series 65 credential with two years of industry experience. Prior to joining MariPau and Walloon Wealth Management, he has been a member-manager and 50% owner of Escape Games LI LLC, a physical escape room business, since 2018. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, integrating technology platforms for comprehensive portfolio oversight.