Gregory Louis La Freniere

Bradley Blomquist is a financial advisor with High Tide Advisory LLC in Iron Mountain, MI, holding a Series 65 credential and having one year of industry experience. He is also the founder of two affiliated businesses, BJB Insurance Solutions, which focuses on life-insurance and annuity products, and High Tide Tax Solutions, providing tax-return preparation and planning services. Prior to his advisory career, he worked at Pregis Corporation and spent time in full-time education. High Tide Advisory LLC offers non-discretionary portfolio management and financial planning to individuals, families, businesses, and employer-sponsored retirement plans. The firm uses a strategic, long-term allocation approach primarily through third-party ETF- and index-oriented model portfolios, with services that include tax-aware planning, insurance and estate coordination, and business retirement-plan consulting.

John Benzie is a Series 65-licensed financial advisor with 12 years of experience, currently with Global View Capital Management LLC. He has worked with multiple affiliates of Global View Capital since 2014. Outside of advisory roles, he officiates high school basketball and baseball games. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, integrating proprietary research and execution infrastructure to manage portfolios and held-away retirement assets.

Charles Kuhtz III is a CFP® certificant with 41 years of industry experience. He is currently with Intrua Financial and has worked at LPL Financial, LLC since 2016 and at Freedom Wealth Alliance from 2016 to 2023. Outside of financial advising, he is a musician based in Oconomowoc, WI. Intrua Financial is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, trusts, foundations, and employer-sponsored retirement plans. The firm uses a blend of fundamental, technical, and cyclical analysis to create customized asset allocations and provides both discretionary and non-discretionary portfolio management along with comprehensive financial planning and retirement plan advisory services.

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

Laird Trepp is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2021 and was previously with VOYA Financial Advisors. Trepp is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services and operates a multi-manager platform allowing advisors to implement diverse investment strategies.

Heidi Strutz is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Woodbury Financial Services, LPL Financial, McCash Investment Management, and Northern Interstate Bank. She is the owner of Strutz Financial Services, LLC, operating under the DBA The Investment Center, and volunteers locally as a member of Kiwanis. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services with a comprehensive approach that includes asset allocation tools, risk-tolerance assessments, and access to third-party money managers.