Heidi Sophie Strutz

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.

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 registrations and previously spent 21 years at Edward Jones. Outside of advising, he owns North Forty Wild Apples LLC, an internet retail business specializing in tree seedlings. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies and third-party managers across various investment vehicles.

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.

Richard Kinsey is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017, following prior roles at Town and Country Sales and Riverside Auto Group. Outside of his advisory work, Kinsey is involved in agricultural activities, including planting and caring for apple trees and managing a family farm where he also tends to livestock and crops. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its offerings with a large network of financial advisors and a variety of affiliated services, including trust and securities-based lending options.