Stephen Peterson

Erica Momany is a financial advisor at Koehler Financial Services, Inc. in Stevensville, Michigan, with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has been with Koehler Financial Services since 1995. Outside of her advisory role, she serves as a Girl Scout leader for the Girl Scouts of Northern Indiana Michiana and coaches for Beachbody, a fitness and nutrition company. Koehler Financial Services provides discretionary portfolio management, asset-allocation advice, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate entities. The firm manages approximately $36.35 million in client assets using a combination of investment methods and offers model portfolios ranging from ultra-conservative to total-return allocations.

James Roberts is the principal of Jim Roberts Investment Advisors LLC in St. Joseph, Michigan, with 20 years of industry experience. He holds a Series 66 designation and has worked at Centennial Securities Co., LLC since 2005. Outside of his advisory practice, Roberts is involved in real estate consulting through Jim Roberts Enterprises and serves as a 50% owner and CFO of Lake Company LLC, a commercial real estate venture. Jim Roberts Investment Advisors LLC provides investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, retirement plan sponsors and participants, as well as foundations and charitable organizations. The firm uses a combination of fundamental and technical analysis along with asset allocation software to build portfolios tailored to clients’ risk and return profiles, and also offers pension consulting and defined contribution plan advisory services.

David Rieth is the sole advisor at Northpointe Investment Advisory, LLC in St. Joseph, MI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northpointe since 2014. Outside of his advisory role, he is an independent insurance agent engaged in insurance sales. Northpointe Investment Advisory provides discretionary and non-discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and small businesses. The firm employs both fundamental and technical analysis to create tailored strategic allocations and is notable for combining insurance licensure with active trading strategies such as options, margin, and short sales.

Victoria Holt is a CFP® with 16 years of industry experience, currently serving as an advisor at True Blue Financial, LLC. Her prior experience includes roles at LPL Financial LLC and as an independent insurance agent. She is also involved in tax preparation through True Blue Tax, LLC, a business affiliated with her firm. True Blue Financial is a registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a four-advisor team, utilizing a range of investment strategies and third-party model portfolios, and maintains an affiliated in-house tax preparation service and licensed insurance agency.

Philip Ellis is a financial advisor at Blue Iguana Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Red Oak Capital Management, Inc. and Brittison Financial Group, Inc., where he remains active in an insurance-licensed role focusing on life and health. Blue Iguana Financial serves individual and high-net-worth clients by providing discretionary portfolio management tailored to client objectives and risk tolerances. The firm employs a combination of long-term trading, modern portfolio theory, quantitative, and technical analysis, often managing accounts under discretionary authority while incorporating third-party managers and written client restrictions.

Joshua Leonard is a financial advisor at Leonard Advisory Group LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Center Street Advisors and J. Leonard Financial Services. Leonard is also involved in marketing research focused on insurance product research and presentation. Leonard Advisory Group LLC provides portfolio management and financial planning services to individuals, including high-net-worth clients, and business entities. The firm manages approximately $69.5 million in client assets, employs fundamental analysis and modern portfolio theory for portfolio construction, and often uses discretionary authority to implement asset allocation.