Kevin Finn

Kristin Bennett is a CFP® professional with 12 years of experience in financial advising. She has worked at TruNorth Capital Management since 2023 and previously held positions at Greenleaf Trust and Plante Moran financial advisors. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, high-net-worth families, family offices, corporations, charitable foundations, and employer-sponsored retirement plans. The firm focuses on low-cost, broadly diversified portfolios managed on a discretionary basis, emphasizing ETFs, mutual funds, bonds, and cash equivalents with tactical asset allocation and periodic rebalancing.

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Paradigm Equities, Inc. and Mea Financial Services, Inc. since 2008. Outside of his advisory roles, he operates a home-based builder business. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm customizes investment strategies based on client profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based clientele rather than high-net-worth individuals.

Andrew Heitner is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fieldpoint Private Securities LLC for nine years before joining Snowden Capital Advisors in 2022. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a wide range of instruments and operating across institutional and cross-border relationships.

Angela Granata is a CFP® with 29 years of industry experience and is currently affiliated with J. W. Cole Advisors, Inc. She has been with J.W. Cole Financial and J. W. Cole Advisors since 2015. Outside of her advisory role, she owns Luminous Consulting, which operates as Luminous Wealth Management, a non-investment-related entity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

Gary Bice is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at UBS Financial Services Inc. Outside of his advisory role, he is involved with the Karmanos Cancer Institute, attending annual meetings to stay informed about the organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and advisory services, with clients generally maintaining discretion over implementation.

Sarah Polleys is a financial advisor with Edward Jones in Charlevoix, MI, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Community Reformed Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets under management and operates an extensive network of financial advisors and branch offices nationwide.