Shereen D Boyer

Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Saxony Securities since 2013. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning and consulting, employing a range of investment strategies including fundamental, technical, and quantitative analysis.

Gary Bice is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at UBS Financial Services Inc. Outside of his advisory role, he is involved with the Karmanos Cancer Institute, attending annual meetings to stay informed about the organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and advisory services, with clients generally maintaining discretion over implementation.

Lebeau Potgieter is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Cetera. He has held roles at firms including Avantax and Voya Financial Advisors. Outside of his advisory work, Potgieter serves on the boards of The Pathfinder School and the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community issues in Northern Michigan. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Shawn Bramer is a Series 66-licensed financial advisor at Thrivent Investment Management with one year of industry experience. His prior work includes roles at Thrivent Financial and local businesses such as Maple Hill Builders and Cherry Home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics like retirement, tax, estate, and special needs planning. The firm emphasizes goal-based analyses and allows clients to integrate planning with managed-account programs through its “WealthPlan” option.