Joshua Crouch

Kim Wooden is a financial advisor at Harbour Investments, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Harbour since 2016, following five years at Compass Financial Advisors. Outside of advisory work, she is a part-time adjunct professor at Indiana University South Bend, teaching macro and microeconomics, and serves on the university's Senate Executive Committee. She also owns Wooden Accounting and has experience as an independent insurance agent. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and institutional entities. The firm offers a variety of investment management and financial planning services, utilizing multiple investment approaches and execution platforms tailored to individual adviser preferences.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Securities and Kovack Advisors since 2011. Outside of her advisory role, she operates Middleton Financial, a DBA focused on managing investments. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm emphasizes diversified asset-class exposure using mutual funds and ETFs, offers both discretionary and non-discretionary asset management, and utilizes third-party managers and model portfolios to meet client objectives.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior work includes roles at KeyBank N.A., TIAA-CREF, and LPL Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolio offerings. The firm emphasizes client-directed investment decisions supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Nathan Rock is a Series 66-registered advisor with The Huntington Investment Company based in Niles, MI, and has eight years of industry experience. His prior work includes positions at Ameriprise Financial Services, Principal Securities Incorporated, and Northwestern Mutual. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that combines third-party sub-managers and proprietary Private Bank offerings, using multiple wrap-fee programs on the Envestnet MAS platform.

John Seculoff is a Series 66-licensed financial advisor with Edward Jones, based in Dowagiac, Michigan, where he has worked since 2016. He has 14 years of industry experience. Outside of his advisory role, Seculoff is involved in his community as an assistant high school soccer coach, serves on multiple nonprofit boards including the Cass County Council on Aging and Beckwith Theatre, and holds leadership positions with the Rotary Club and Lee Memorial Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates an extensive national network of financial advisors and branch offices and offers both discretionary and non-discretionary managed solutions under a fiduciary standard.