Tyler Vertin

Dane Nelson is a financial advisor with Northern Edge Wealth Management in Marquette, MI. He holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management offers personalized financial planning and investment management, serving primarily retirement-plan and entity accounts. The firm’s research-driven investment approach focuses on long-term equity investments with an emphasis on dividend-growth stocks and uses a combination of in-house management and external managers.

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual and high-net-worth clients. The firm follows a personalized, research-driven investment approach with an emphasis on long-term equity-oriented strategies and also selects external money managers for portions of client portfolios.

Justin Le Page is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Northern Edge Wealth Management and has prior experience at Ameriprise and Purshe Kaplan Sterling Investments. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing primarily on retirement-plan and other entity accounts. The firm employs a research-driven, long-term investment process with an emphasis on fundamental analysis and dividend-growth equities.

Billie Paveglio is a Series 66 licensed financial advisor with seven years of industry experience. She has been affiliated with Larson & Associates Ameriprise Financial Services, Inc. since 2016 and currently works at Northern Edge Wealth Management in Marquette, MI. Northern Edge Wealth Management provides personalized financial planning, discretionary and non-discretionary investment management, and advises qualified retirement plans. The firm serves a client base concentrated in retirement-plan and entity accounts, employing a research-driven, equity-oriented investment approach with emphasis on fundamental analysis and dividend-growth equities.

Jesse Bell is a CFP® and ChFC® with 27 years of experience in financial advising. He currently works at Merit Financial Advisors and previously spent 15 years at Commonwealth Financial Network and 25 years at Bell Financial Services. Outside of his advisory work, he is a commercial pilot and flight instructor in Marquette, MI. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed models overseen by an internal Investment Committee.

Connor Mason is a CFP® with five years of industry experience and is currently an advisor at Merit Financial Advisors. He previously worked at Commonwealth Financial Network and Bell Financial Services. Mason is also the owner of CWMFS, LLC, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and offers coordinated wealth-management services including financial planning and retirement plan advice.