Sarah Anne Marie Holmes

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.

Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.

Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.

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.

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.