Kristi Turchan

Morgan Hunt is a Series 66-credentialed financial advisor with Fairway Investment Group, LLC and affiliated firms, holding one year of industry experience. Prior to his advisory roles, he worked for seven years at Martin Public Schools. He is also a representative with MEA Financial Services, where he is licensed to sell insurance products. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and delivers investment strategies through LPL Financial-sponsored programs tailored to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 licenses and bringing 27 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 in galleries and museums. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, incorporating mutual funds, ETFs, and independent Sub-Advisors with ongoing monitoring.

James Smith is an investment advisor at Asset Allocation Strategies, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and GLP & Associates, LLC. Outside of his advisory work, Smith is a math teacher and coach at Saugatuck Public Schools, a position he has held since 1997. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing retirement accounts and offering financial planning support. The firm employs proprietary and third-party model portfolios using quantitative asset-allocation techniques and serves nearly 3,900 clients with approximately $767 million in assets under advisement.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MDRN Capital, LLC and operated Bosch Financial Services, LLC, which focuses on life insurance and annuity sales. Bosch also serves as a referral partner for Strike Tax, a firm specializing in R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides a range of investment advisory and financial planning services to individual investors, trusts, estates, retirement plans, registered investment companies, and businesses. The firm utilizes model portfolios and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Donald Fairman is a financial advisor with SPC in Ann Arbor, MI, holding Series 63 and Series 65 designations and bringing 25 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 serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement plan services. The firm provides discretionary and nondiscretionary management options and maintains unique affiliations with broker-dealers and insurance agencies that support a broad range of retirement services.

Joseph Sherburn is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Sherburn has been with Fifth Third Securities since 2014 and has worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and features such as direct indexing and tax-overlay services.