Kaila Williams

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 worked at Sensible Financial Solutions since 2017, following a year at PNC Investments. Outside of finance, she has provided private piano instruction since 1999 and serves as chair of the Kalkaska Conservation District Board. Sensible Financial Solutions primarily serves individual and high-net-worth clients with financial planning and portfolio management, employing a mainly passive investment approach focused on diversified index funds and ETFs. The firm coordinates third-party portfolio management and offers services including direct indexing with ESG and tax customization.

Mark Folgmann is a financial advisor at ARK Advisors, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with ARK Advisors since 2005. ARK Advisors, LLC is a fee-only, holistic financial planning firm serving individuals, families, and pension plan sponsors. The firm emphasizes a passive, long-term investment approach using low-cost, tax-efficient index funds and ETFs, and offers a range of financial planning and portfolio management services on both non-discretionary and discretionary bases.

Darren Conklin founded Conklin Financial Management in 2017 with his wife, Barbara, after determining throughout his career in financial services that many people would be better served with a fee-based, fiduciary approach to planning and an investment philosophy built on a foundation of market information and financial science. Darren is a University of Michigan graduate and proud father of two and grandfather of three. He has been a business owner for many years and has extensive experience with starting, buying, and selling businesses; college funding; long term care; divorce; and retirement accumulation and income planning. Darren has been heavily involved in the community including many years as a high school football coach, board member and volunteer across many different organizations.

Keith Olshove is a financial advisor at Old Mission Investment Company, LLC in Traverse City, MI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Old Mission since 2014. Olshove serves on the investment committee of Old Mission Trust Company, contributing to trust administration, investment management, and tax management services. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning to individuals, trusts, retirement and pension plans, charitable organizations, and business entities. The firm emphasizes customized, low-turnover portfolios based on client risk profiles and fundamental analysis, managing accounts primarily on a discretionary basis.

Carey Tafelsky is a CFP® professional with 11 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2014. She holds a Series 65 license and participates on the investment committee of Old Mission Trust Company, where she is involved in trust administration, investment management, and tax management services. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning to individuals, trusts, retirement plans, and other entities. The firm emphasizes customized portfolios based on client risk profiles, using fundamental analysis and asset allocation to implement low-turnover, long-term strategies.

Susan Wipperman is a CFP® with eight years of industry experience, currently serving as a financial advisor at Old Mission Investment Company, LLC since 2017. She previously worked at Fifth Third Bank for 12 years. Outside of her advisory role, she serves on the board of directors for B May Bags, a women's handbag manufacturer, and is a member of the investment committee at Old Mission Trust Company. Old Mission Investment Company provides fee-based investment management, financial planning, and estate planning services to individuals, trusts, retirement plans, and organizations. The firm employs customized, risk-profile-driven portfolios with a focus on low-turnover, long-term strategies and manages accounts primarily on a discretionary basis.