Rich Thomas Feight

Larry Fitzpatrick is the sole advisor at Fitzpatrick Financial Solutions, LLC, an independent firm based in Lansing, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience, having founded his firm in 2009. Fitzpatrick Financial Solutions provides investment advisory and financial planning services to individual investors as well as retirement plans, trusts, estates, and small-business pension arrangements. The firm emphasizes primarily non-discretionary account management, utilizing technical, fundamental, and statistical analysis with a focus on ETFs, stocks, and bonds for cost efficiency and liquidity.

Jon Solitro is a CFP® and Series 66-licensed advisor with 12 years of industry experience. He is the principal of FinancialMD, LLC and has previously worked with Principal Securities INC, Washington Avenue Advisors, Holt-Dimondale Agency, The Centennial Group, and Principal Life Insurance Company. He serves as a board member for Youth Haven. FinancialMD provides comprehensive financial planning and discretionary investment management to individuals, families, businesses, and retirement plans, utilizing both tactical and strategic allocation supported by fundamental and technical analysis. The firm offers tailored advisory services including tax preparation through affiliated entities and maintains protocols to address potential conflicts related to its licensed insurance activities.

Justin Martello is a CFP® with 19 years of industry experience and has been with Effective Assets since 2012, currently serving as the sole advisor at the firm. He also works as an independent insurance agent outside of his advisory role. Effective Assets is a small SEC-registered investment adviser managing approximately $165 million in client assets, providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth households, trusts, retirement plans, charitable organizations, and select businesses. The firm emphasizes socially responsible investing through ESG analysis and client-imposed social screens, with a focus on individualized asset allocation and regular client communications.

Michael Sullivan is the principal advisor at Sullivan Dunn Wealth Management in Okemos, MI, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Sigma Parkland Securities, LPL Financial, and Plan 4 Financial Design/Cetera. He is also a licensed insurance agent and serves as a trustee and beneficiary of a family trust. Sullivan Dunn Wealth Management provides portfolio management, pension and employee benefit plan consulting, and fee-based financial planning primarily to individuals and retirement plans. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to construct diversified portfolios and offers a range of investment strategies including options and private placements.

Gary Wedge is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He has been the sole advisor at Newage Advisors LLC since 2015. In addition to his advisory role, he works as an independent insurance agent specializing in life and health insurance and annuities. Newage Advisors LLC serves a select group of individual and institutional clients, including federal employees and high-net-worth individuals, providing discretionary portfolio management, financial planning, and participant account management for held-away retirement assets. The firm employs a Lifestyle Select buy-and-hold investment approach with strategic rebalancing and tactical adjustments, using mutual funds, ETFs, and occasionally alternative investments tailored to client goals and risk tolerance.

Richard Minaya is a financial advisor with Rich Michaels Investments, LLC in Potterville, MI, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Voya Financial Advisors for seven years and has been involved in insurance sales, including fixed, life, and health insurance products. Rich Michaels Investments primarily serves individual and high-net-worth clients, managing approximately $9.3 million across 41 accounts. The firm provides non-discretionary investment management using a combination of computer models, fundamental and technical analysis, and modern portfolio theory to develop and monitor targeted model portfolios.