Kevin Michael 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 at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Andrew Heitner is a financial advisor at Snowden Capital Advisors LLC with 31 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 in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and a range of advisory programs that utilize both in-house and third-party investment strategies.

Daniel Draper is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 66 designations and over 25 years of industry experience. Prior to joining Steward Partners, he worked with Purshe Kaplan Sterling Investments, CETERA Advisor Networks, Sapphire Blue Investment Partners, and Summit Financial Group. Outside of his advisory roles, he serves as trustee for an educational trust and manages family property through an LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, estates, and charitable organizations with investment advisory, financial planning, and managed account programs. The firm offers both discretionary and non-discretionary portfolio management through proprietary and third-party solutions and coordinates due diligence with custodial and platform partners.

Angela Granata is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with J.W. Cole Advisors, Inc. and its affiliated entity, J.W. Cole Financial, since 2015. Prior to that, she worked at KeyBanc Capital Markets Inc. for four years. Granata is also the owner of Luminous Consulting, a non-investment related business. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm uses a range of strategies and custodial platforms and provides both discretionary and non-discretionary account management.

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.