Morgan Hunt

Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

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.

Todd Carless is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He has held roles at Harbour Investments since 1994 and worked at Burnham & Flower Financial Inc. from 2001 to 2025. In addition to his advisory work, he operates as an independent insurance agent, including selling equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.