Thomas Michael Tacia

Carrie Strongheart is a financial advisor at BFC PLANNING, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Institutional Securities Corp and operates Strongheart Financial, a budgeting and retirement needs analysis service. She also has involvement in publishing through Taylor & Francis Group, LLC. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 advisors. The firm offers financial planning, portfolio management, and access to various investment platforms and sub-advisory programs.

Andrew Butler is a CERTIFIED FINANCIAL PLANNER™ with 22 years of industry experience. He has worked at Edward Jones from 2004 to 2026 before joining Kingsview Wealth Management, LLC in 2026. Butler holds Series 63 and Series 66 licenses and is based in Mecosta, Michigan. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing access to a wide range of investment strategies and third-party managers.

Elizabeth Gill is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for 18 years before joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm offers tailored portfolio management and utilizes proprietary model portfolios, ETFs, and partnerships to support client portfolios.

Grace Timmers is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones for four years and has a background that includes education at Grand Canyon University and work in the restaurant industry. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management through a combination of Investment Adviser Representatives and an internal portfolio management team.

Mark Fairgrieve is a financial advisor with Fifth Third Securities, Inc. in Big Rapids, MI, holding Series 63 and Series 66 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2012 and has worked with Fifth Third Bank since 2011. Outside of his advisory role, he manages an internet marketing business focused on residential rental properties. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering diverse program types and third-party portfolio managers via its Passageway Managed Account Platform. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual funds, ETFs, SMAs, and tax-overlay services.

Elizabeth Tkacz Breitner is a CFP® professional with 29 years of industry experience. She has been with Raymond James & Associates since 2002. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, offering financial planning, advisory programs, and institutional consulting with a focus on non-discretionary, tailored investment solutions.