Lee Zimmerman

Erica Momany is a financial advisor at Koehler Financial Services, Inc. in Stevensville, Michigan, with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Koehler Financial Services since 1995. Outside of her advisory role, she serves as a Girl Scout leader for the Girl Scouts of Northern Indiana Michiana and coaches for Beachbody, a fitness and nutrition company. Koehler Financial Services provides discretionary portfolio management, asset-allocation advice, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm manages approximately $36.35 million in client assets using a combination of investment methods and offers model portfolios ranging from ultra-conservative to total-return allocations.

Stephen Peterson is a financial advisor at Personal Financial Advice & Insights, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at his current firm since 2016. Prior to that, he was involved in product design and consumer insights for two years. Personal Financial Advice & Insights, LLC offers fixed-fee financial planning services to individuals and high-net-worth households through a modular approach covering areas such as retirement planning, income tax strategy, elder care management, and small-business 401(k) plan analysis. The firm emphasizes client education and implementation support without managing client assets or using percentage-based fees.

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

Lucas Brown is a CFP® with 25 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. He has worked with True Blue Financial since 2009 and has been affiliated with LPL Financial since 2008. Outside of his advisory role, Brown is an adjunct professor at Cornerstone University and owns a small family-operated grain and grape farm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary financial planning and portfolio management, utilizing a combination of fundamental, technical, and cyclical analysis, and often implements third-party model portfolios and LPL-sponsored programs.

Nicole Coar is a financial advisor at True Blue Financial, LLC in Stevensville, Michigan, holding CFP® and Series 66 credentials with 12 years of industry experience. She has been with True Blue Financial since 2020 and previously worked at LPL Financial LLC from 2014. Coar is also a registered notary public in Michigan, providing notary services to clients without charge. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs a tailored, risk-based approach and utilizes third-party model portfolios and LPL-sponsored programs, supported by an in-house tax preparation business and insurance services.

Richard Martin III is a financial advisor at True Blue Financial, LLC with five years of industry experience. He holds a Series 66 designation and has worked at True Blue Financial since 2017, with prior experience at Crowe Horwath, LLP. In addition to his advisory role, Martin is a licensed notary and is involved in tax preparation and planning through True Blue Tax, a certified public accounting business. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a tailored, risk-based approach that includes third-party model portfolios and LPL-sponsored programs.