William Richards Griffin Jr.

Dragan Filipovic is the sole advisor at Gold Coast Capital Management, LLC, an independent firm. He holds a CFA charter and has four years of experience in financial advising. In addition to his advisory role, Dragan works as a Finance Director at Optum, a pharmacy business. Gold Coast Capital Management provides discretionary asset management and negotiable fixed-fee financial planning primarily to individuals, high net worth clients, trusts, charitable organizations, and estates. The firm uses a fundamental-analysis approach and actively incorporates options trading and derivatives strategies in client portfolios under discretionary authority.

Morgan Hunt is an investment advisor representative at Fairway Investment Group, LLC with two years of industry experience. He holds a Series 66 credential and previously worked in education, including seven years at Martin Public Schools. Hunt is also involved with MEA Financial Services as a financial representative. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, delivering advice on a predominantly non-discretionary basis and tailoring recommendations to client objectives.

James Smith is a financial advisor at Asset Allocation Strategies, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has a concurrent background as a math teacher and coach at Saugatuck Public Schools since 1997. Prior to joining Asset Allocation Strategies, he worked in various roles including life insurance and annuity sales. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm employs a strategic asset allocation process using quantitative techniques and model portfolios, and offers supplemental services such as 529 plan assistance and investment policy reviews.

Donald Fairman is a financial advisor with SPC based in Saugatuck, MI, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Sigma Financial Corporation since 2004. Fairman serves as president of the homeowners association for Douglas Harbor View Lofts in Douglas, MI. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers a range of account programs, delivering tailored and discretionary investment advice primarily through Fidelity custody arrangements.

Joseph Sherburn is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Sherburn has been with Fifth Third Securities since 2014 and has worked with Fifth Third Bank since 2012. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing clients access to multiple managed-account programs and features such as direct indexing and tax-overlay services.

Angela Holmes is an advisor with Fifth Third Securities, Inc. in Holland, MI, holding Series 63 and Series 65 licenses and having one year of industry experience. Her background includes roles at Fifth Third Bank, Huntington National Bank, and Allegan Credit Union prior to joining Fifth Third Securities. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, institutional investors, corporations, and trusts. The firm offers investment advisory and brokerage services through multiple program types on the Passageway Managed Account platform, combining advisor-directed models, SMA strategies, tax-overlay services, and direct indexing.