Phillip Jay Harmon

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Nicholas Vangeest is a CFP® with 15 years of industry experience, currently serving at First Heartland Consultants, Inc. since 2010. He also has a concurrent role with Drummond Capital. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities, offering financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions.

Kyleigh Karell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 credentials and five years of industry experience. Her prior roles include positions at Ameriprise, Fidelity Investments, JPMorgan Chase, and Fifth Third Securities. Outside of advising, she is active in social media affiliate marketing, creating content and promoting products for platforms such as TikTok, Walmart, and Amazon. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model featuring third-party sub-managers and proprietary private bank strategies, offering various wrap-fee programs and portfolio management options.

Ryan Hill is a financial advisor at The Huntington Investment Company with 12 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Huntington since 2016, previously spending one year with Ameriprise Financial Services. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate offerings, with portfolio management and custodial services provided via National Financial Services.

Steven Burt is a financial advisor with Centaurus Financial, Inc. in Fremont, MI, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Centaurus Financial since 2010 and has operated Oosting Burt & Associates since 1990, along with working as an enrolled agent since 1983. Outside of advising, Burt is involved in multiple business ventures including a vineyard partnership, grocery management, and serving as secretary of a pizza company. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm employs various investment approaches through discretionary and non-discretionary arrangements, utilizing platforms such as CLASSIC Plus and offers specialized retirement and annuity advisory services.

Scott Oosting is a financial advisor with Centaurus Financial, Inc. in Fremont, Michigan, holding Series 63 and Series 65 registrations and 38 years of industry experience. He has been with Centaurus Financial since 2010 and also co-owns Oosting, Burt & Associates, a firm providing tax preparation, management, accounting, audit, and review services for over three decades. Outside of financial services, Oosting is involved in training and breeding Standardbred racehorses and participates in agricultural and retail businesses including crop raising, custom butchering of beef, and water-powered jetpack rentals. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mixture of fundamental and technical analysis across discretionary and non-discretionary arrangements.