Lisa Eileen Bondarenko

Carrie Strongheart is a financial advisor at BFC Planning, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Previously, she worked at Institutional Securities Corp for 11 years and operated Strongheart Financial for 17 years. Outside of her advisory role, she is involved in budgeting and retirement needs analysis through Strongheart Financial and receives book royalties from a publishing venture. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm provides financial planning, asset management, and referral-based outside money manager services through a network of independent advisers.

Andrew Butler is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house portfolio strategies, third-party managers, and alternative investments.

Elizabeth Gill is a financial advisor at Kingsview Wealth Management, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services combining in-house investment strategies with third-party managers and access to alternative investments.

Grace Timmers is a financial advisor at Kingsview Wealth Management, LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Before entering the financial industry, she had experience in the restaurant sector as a waitress. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and access to alternative investments.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 credentials with 14 years of industry experience. He has been with Fifth Third Securities since 2012 and associated with Fifth Third Bank since 2011. Outside of his advisory role, he owns and manages RENTGR.COM LLC, an internet marketing business for residential rental properties. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional accounts, offering investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides access to various portfolio management strategies, including direct indexing and tax-loss harvesting.

Elizabeth Tkacz Breitner is a CFP® professional with 29 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary, tailored investment solutions.