William Flynn is a financial advisor at Up North Financial, LLC in Traverse City, MI, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Up North Financial since 2009. Up North Financial provides financial planning, consulting, and investment management services to individuals—including high-net-worth clients—as well as pension and profit-sharing plans and corporate entities. The firm customizes portfolios based on client objectives and risk tolerance, using a mix of fundamental, technical, and cyclical analysis, and offers both discretionary and non-discretionary management.

Mark Herman is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been associated with Up North Financial, LLC and Purshe Kaplan Sterling Investments since 2009. Herman is also a registered representative and an independent insurance agent. Up North Financial, LLC provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and corporate entities. The firm manages approximately $186.1 million in assets, focusing on tailored portfolios that align with clients’ objectives, time horizons, and risk tolerances.