Patrick Francis Van Sumeren

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

Mark Recker is the principal of Recker Financial LLC and holds a Series 66 designation with 15 years of industry experience. Prior to founding his firm in 2018, he worked at Hantz Financial Services from 2010 to 2018. He is also a minority owner of Maurer Meat Processors in Ubly, Michigan, where he assists with financial management. Recker Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and a range of financial planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on passive, asset-allocation portfolios using index funds and ETFs, and provides ongoing comprehensive and hourly planning options.

Lee Fickes is a financial advisor at Professional Analysts, LLC with 55 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he was affiliated with Osaic Wealth, Inc. and Triad Advisors, Inc. In addition to financial advising, he owns and operates a tax preparation service. Professional Analysts, LLC provides fee-based financial planning and discretionary portfolio management primarily for individual clients. The firm’s investment approach is based on Modern Portfolio Theory and deliberate asset allocation, with a mixed business model that includes broker-dealer and insurance affiliations as well as limited tax-return services.

Erik Thompson is a financial advisor at Mid Michigan Insurance and Financial Services LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Bankers Life Securities Inc and Banker's Life and Casualty since 2011. In addition to his advisory role, Thompson serves as a branch manager, overseeing insurance sales and training new agents. Mid Michigan Insurance and Financial Services is a small, two-advisor firm providing investment advisory and financial planning services to individuals, trusts, companies, and pension plans. The firm offers written financial plans, consultations, managed model-portfolio solutions through third-party managers, and life insurance and annuity products, primarily operating on a non-discretionary basis.

Bradley Montgomery is a financial advisor with Great Lakes Bay Financial in Saginaw, MI, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of advisory work, he has a long-standing role as a sales associate at Home Depot and is also involved in independent insurance sales. Great Lakes Bay Financial provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses. The firm uses documented client objectives and risk profiles to guide investment decisions and offers portfolio management alongside hourly financial planning.

Suellen Estes is a financial advisor with Great Lakes Bay Financial in Saginaw, MI, holding Series 63 and Series 65 licenses and 40 years of industry experience. Her prior roles include positions at Belpointe Asset Management, Richmark Private Wealth Management, BFC PLANNING, and Berthel Fisher & Company Financial Services. She is also an independent insurance agent, although she spends little time on insurance sales. Great Lakes Bay Financial provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis to guide portfolio management and offers both ongoing asset management and hourly financial planning engagements.