Jonathon Patrick Wells

Dawn Moses is a financial advisor at Sensible Financial Solutions, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Sensible Financial Solutions since 2017. Outside of her advisory work, she has offered private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions provides financial planning and portfolio management primarily for individual and high-net-worth clients. The firm emphasizes a passive investment approach using diversified portfolios of index mutual funds and ETFs, typically managing accounts on a non-discretionary basis and coordinating access to third-party model portfolios.

Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.

Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.

Matthew Doran is a CFP® with 27 years of industry experience, currently serving as a financial advisor at \u0026Partners since 2023. His prior experience includes roles at Sage Wealth Planning LLC, Sage Consulting of Northern Michigan, and Edward D. Jones & Co., L.P. He is also the owner of Sage Wealth Properties, LLC. \u0026Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services. The firm employs a variety of investment strategies and third-party managers while providing ongoing monitoring and account reviews.

Paul Brewer is a financial advisor with UBS Financial Services in Rapid City, MI, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to create tailored financial plans and portfolio management solutions.

Paul Leonard is a financial advisor with Ameriprise Financial Services who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors. Leonard serves as president of the Infinite Multisport Triathlon Club and is involved as treasurer for The Friends of Glacial Hills. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized retirement income service that provides ongoing, tax-aware planning and written recommendations for clients approaching or in retirement. The firm’s approach includes investment research and third-party data, with a focus on dependable income sources and adaptive withdrawal strategies.