Kristi Ellen Turchan

Dragan Filipovic is the sole advisor at Gold Coast Capital Management, LLC, an independent firm. He holds a CFA charter and has four years of experience in financial advising. In addition to his advisory role, Dragan works as a Finance Director at Optum, a pharmacy business. Gold Coast Capital Management provides discretionary asset management and negotiable fixed-fee financial planning primarily to individuals, high net worth clients, trusts, charitable organizations, and estates. The firm uses a fundamental-analysis approach and actively incorporates options trading and derivatives strategies in client portfolios under discretionary authority.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business, exhibiting his work in galleries and museums. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning and investment management using a fundamental analysis approach, employing mutual funds, ETFs, selected Sub-Advisors, and other investment vehicles.

James Smith is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a concurrent background as a math teacher and coach at Saugatuck Public Schools since 1997. Prior to joining Asset Allocation Strategies, he worked in various roles including life insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and offers supplemental services such as 529 plan assistance and investment policy reviews.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC in Hamilton, MI, holding a Series 65 credential with two years of industry experience. Prior to joining Foundations, he worked at MDRN Capital, LLC and has operated Bosch Financial Services, LLC since 2018, where he sells life insurance and annuities. Outside of advising, he serves as a referral partner for Strike Tax, a firm offering R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, supported by a large network of affiliated offices.

Donald Fairman is a financial advisor with SPC based in Saugatuck, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sigma Financial Corporation since 2004. Fairman serves as president of the homeowners association for Douglas Harbor View Lofts in Douglas, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, delivering tailored and discretionary investment advice primarily through Fidelity custody arrangements.