Steven Joel Moran

Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.

Royce Young is a financial advisor at LFN Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at FTK Services LLC, Bethany Christian Services, PFS Investments Inc., and Primerica Financial Services. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing financial planning and portfolio management. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to develop personalized investment strategies and conducts quarterly account reviews.

Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.

Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, holding a Series 65 designation with three years of industry experience. He has been with Braeburn Wealth Management since 2020 and previously worked at Valeo Financial Advisors in 2021. Braeburn Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm provides fee-based investment management, financial planning, and consultation services using a strategic, diversified asset-allocation framework combined with fundamental, technical, cyclical, and quantitative analysis.

Ernest Anderson is a financial advisor at LFN Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Waddell & Reed and operates a marketing consulting business as a sole proprietor. Anderson is also a minority partner in a transition planning firm for advisors. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses multiple analytical methods and documents client objectives with investment policy statements to tailor portfolio strategies and provides ongoing monitoring.