Howard Baughman

Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Anna Gill is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously held various roles in the food and beverage industry, including a position as a server at Harrington's By the Bay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tia Kurina Cooley is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Craig Wealth Advisors LLC. Outside of her advisory work, she serves in a political office in Homestead Township, Michigan. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm is notable for its emphasis on non-discretionary advisory services and its extensive affiliate network supporting municipal and institutional clients.

Brian Coughlin is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000 and has also worked at Bank of America, N.A. since 2011. In addition to his advisory role, he serves as an adjunct instructor of undergraduate business courses at Indiana Tech. Merrill serves a broad range of clients, offering managed account programs, discretionary portfolio management, and brokerage execution through a variety of investment strategies and a platform integrated with Bank of America affiliates.

Marvin Peterson is a CFP® with 43 years of industry experience, currently advising at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Peterson has ownership interests in Portico Wealth Management LLC and Marvin J. Peterson LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with various financial product offerings.