Lowell Conner

Peter Bakalis is the sole advisor at Bakalis Financial Inc. in Trenton, MI, holding Series 63 and Series 66 credentials with 13 years of industry experience. His prior work includes roles at D.H. Hill Advisors, DH Hill Securities, Spc, and Sigma Financial Corporation. Outside of financial advising, he has owned and operated Maalouf Salon since 2009 and maintains an independent insurance agency. Bakalis Financial Inc. provides portfolio management services to individual and high-net-worth clients, utilizing a combination of analytic techniques and modern portfolio theory within a long-term trading framework. The firm manages approximately $26 million in client assets and offers both discretionary and non-discretionary investment mandates.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

John Robbins is a CFP® with 39 years of industry experience, currently serving at Jfr Financial Services, Inc. in Trenton, MI, where he has worked for 35 years. He has also held positions at LaSalle St Securities LLC and Lpl Financial LLC. Outside of financial advising, he authored a book titled *A View from the Back Row – What Happened to Our Church?* and serves as trustee managing charitable giving accounts. JFR Financial Services primarily serves individual and high-net-worth clients, offering comprehensive financial planning, investment management, consultations, educational seminars, and income tax-preparation services. The firm manages approximately $277 million on a discretionary basis and emphasizes fundamental, long-term investment analysis tailored to clients’ goals and risk tolerances.

Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

David Mcdonald is a financial advisor with MFG Capital, Inc. in Trenton, MI, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at MFG Capital since 2018 and has been involved with McDonald Financial Group since 2013. Outside of his advisory role, he is also active as an insurance agent, selling insurance products. MFG Capital, Inc. provides fee-based investment management and financial planning services to individuals and business entities, managing discretionary portfolios and co-advising some accounts with a third-party manager. The firm emphasizes individualized portfolios based on client goals, time horizons, and risk tolerance, and offers public educational seminars.

Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Burns is also the owner of PIN Seekers, LLC, a non-investment related business. River Raisin Investment Partners serves individual and high-net-worth clients as well as corporate retirement plans, employing an individualized asset-allocation approach that integrates exchange-traded funds with fundamental, technical, and tactical analysis. The firm offers portfolio management, financial planning, and retirement advisory services with a focus on participant-level management and institutional plan support.