Marvin Peterson

Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Amy Birtcher is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Diversified Investment Advisors, Inc. and Diversified Investors Securities Corp. since 2006. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing Morningstar Investment Management’s proprietary tools for portfolio construction and oversight. The firm operates at scale with a large client base and a focus on non-discretionary asset management.

Duane Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Howard Baughman is a financial advisor with LPL Financial in Frankfort, MI, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at INVEST Financial Corp and as an independent insurance sales agent. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anna Gill is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously held various roles in the food and beverage industry, including a position as a server at Harrington's By the Bay. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.