Joseph Miller

Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Alex White is a CFP® with seven years of experience in the financial industry, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to joining Miller Financial Services, he worked briefly at Zhang Financial LLC and The Cove Lakeside Bistro. He holds a Series 65 license and is also licensed in insurance. Miller Financial Services LLC manages approximately $462.9 million in assets for about 574 clients, including individual, high-net-worth, and institutional retirement plan participants. The firm employs both fundamental and technical analysis in its discretionary portfolio management and provides fiduciary services to state and municipal pension clients.

Todd Candelaria is a financial advisor at Wealth Ease Wealth Management LLC with a Series 65 designation. He has experience in accounting and tax services as the owner of a CPA firm and has held roles at several firms including Plante Moran and Michael F McLain CPA. Todd has been with Wealth Ease Wealth Management since 2026. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, and retirement plans. The firm employs a variety of investment strategies and coordinates estate-planning and income-tax planning services through unaffiliated professionals and a licensed third-party platform.

Isaac Lubbers is a financial advisor at Miller Financial Services LLC with one year of industry experience. He holds a Series 65 designation and has previous work experience at Michigan State University, Supreme Shine Auto Detailing, and Sunnybrook Golf Course. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and non-securities consulting to individual, high-net-worth, and institutional retirement plan clients. The firm manages approximately $462.9 million in assets for about 574 clients, including state and municipal pension plans, and employs a combined fundamental and technical investment approach.

Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.

Chase Mc Gill is a financial advisor at B. Riley Wealth Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at B. Riley Wealth Management since 2017. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets with around 274 advisors. The firm provides a range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.