Maria Kuitula is a financial advisor at Wordhouse Wealth Coaching with 15 years of industry experience. She holds a Series 65 designation and has been with Wordhouse Wealth Coaching since 2012. The firm serves individual clients with ongoing wealth coaching, financial education, portfolio analyses, and coordination with third-party advisers. Wordhouse Wealth Coaching utilizes a Free Market philosophy and a proprietary FMIA/MRI process to develop globally diversified, evidence-based portfolios, operating in a co-advisory role while third-party RIAs handle investment management.

Phyllis Wordhouse is a CFP® professional with 41 years of experience in financial advising. She has led Wordhouse Wealth Coaching since 2008, focusing on wealth coaching and financial education. Wordhouse Wealth Coaching serves individual clients with a range of financial situations, offering ongoing coaching, education classes, portfolio analyses, and third-party adviser recommendations. The firm employs a Free Market philosophy and a proprietary FMIA/MRI process to guide evidence-based, globally diversified portfolios managed by a third-party RIA.

Morgan Hunt is a Series 66-credentialed financial advisor with Fairway Investment Group, LLC and affiliated firms, holding one year of industry experience. Prior to his advisory roles, he worked for seven years at Martin Public Schools. He is also a representative with MEA Financial Services, where he is licensed to sell insurance products. Fairway Investment Group primarily serves individual clients associated with the Michigan Education Association and their families, providing fee-based portfolio management and advisory services. The firm utilizes a combination of fundamental, technical, and cyclical analysis and delivers investment strategies through LPL Financial-sponsored programs tailored to client objectives.

William Griffin Jr. is a financial advisor with Resurgent Advisors, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Resurgent Financial Advisors in 2020. Outside of finance, he operates a fine art photography business exhibiting in galleries and museums. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities, providing financial planning and investment management services. The firm’s investment approach is based on fundamental analysis and tailored client portfolios, incorporating mutual funds, ETFs, and independent Sub-Advisors with ongoing monitoring.

James Smith is an investment advisor at Asset Allocation Strategies, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GLP Investment Services, LLC and GLP & Associates, LLC. Outside of his advisory work, Smith is a math teacher and coach at Saugatuck Public Schools, a position he has held since 1997. Asset Allocation Strategies, LLC provides investment advisory services to individual retail clients and plan sponsors, managing retirement accounts and offering financial planning support. The firm employs proprietary and third-party model portfolios using quantitative asset-allocation techniques and serves nearly 3,900 clients with approximately $767 million in assets under advisement.

Tyler Bosch is a financial advisor at Foundations Investment Advisors LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MDRN Capital, LLC and operated Bosch Financial Services, LLC, which focuses on life insurance and annuity sales. Bosch also serves as a referral partner for Strike Tax, a firm specializing in R&D tax credit studies for small to mid-sized businesses. Foundations Investment Advisors provides a range of investment advisory and financial planning services to individual investors, trusts, estates, retirement plans, registered investment companies, and businesses. The firm utilizes model portfolios and third-party sub-advisers, offering both discretionary and non-discretionary management through a large network of affiliated offices.

Todd Carless is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He has held roles at Harbour Investments since 1994 and worked at Burnham & Flower Financial Inc. from 2001 to 2025. In addition to his advisory work, he operates as an independent insurance agent, including selling equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies and offers model-based solutions through a subscription platform.

Faith Lamere Richards is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at Fifth Third Bank and Good Earth Cafe. FIFTH THIRD SECURITIES, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients, including individuals, charitable organizations, and institutional investors. The firm combines municipal-advisor registration with corporate affiliation to Fifth Third Bank and provides multiple discretionary managed-account options along with features such as direct indexing and tax-overlay services.

Steven Tibbitts is a CFP® professional with 32 years of industry experience, currently serving clients through Commonwealth Financial Network and his own firm, Tibbitts Financial Consulting, both since 2005. He is based in Allegan, Michigan, and holds a Series 63 license. Outside of his advisory work, Tibbitts is a board member of the City of Allegan Brownfield Redevelopment Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized wealth management solutions, while delivering operational, compliance, and practice-management support to affiliated advisors.

Shaun Fischer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at CUSO Financial Services, Consumers Credit Union, MML Investors Services, Mass Mutual Life Insurance Company, LPL Financial, and Oak Point Wealth Management LLC. Fischer has been with PNC Wealth Management since 2015, with a current tenure beginning in 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies. The firm’s approach involves delegated portfolio implementation and emphasizes investment in mutual funds and ETFs with annual rebalancing.

Antwan Ward is a financial advisor with Fifth Third Securities, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Fifth Third Securities since 2018 and has worked at Fifth Third Bank since 2011. Outside of his advisory role, he is an owner of LionLync LLC, a holding company. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and features such as direct indexing and a tax-overlay service, supported by its affiliation with Fifth Third Bank and partnerships with National Financial Services and Fidelity Institutional Wealth Adviser.

Kelly Liebbe is a financial advisor with Fifth Third Securities, Inc. in Allegan, Michigan, holding a Series 66 designation and 17 years of industry experience. Kelly has been with Fifth Third Securities since 2011. Outside of financial advising, Kelly is involved in photography, operates an online merchandise business, and has experience as a beauty product sales consultant. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, featuring services such as direct indexing and tax-overlay strategies.

Matthew Ter Avest is a financial advisor at Commonwealth Financial Network with two years of industry experience. He has previously worked at Voisard Asset Management Group and Tibbitts Financial Consulting. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside model portfolios managed by its Investment Management and Research team.

Sandra Baughman is a financial advisor at Edward Jones in Hamilton, MI, holding a Series 66 designation with nine years of industry experience. She has been with Edward Jones Investments since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Marissa Selby Lopez is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles in education and nursery management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices.

Deborah Clark is a financial advisor at OSAIC with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services and Invest Financial Corp. Outside of her advisory role, she is a volunteer board member for the River Escape HOA and is involved in fixed insurance sales and tax preparation through her ownership of Clearwater Financial Inc. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation tools and offers various programs, including managed accounts and access to multiple custodial platforms.

Shelby Butler is a financial advisor with Thrivent Investment Management in Wayland, MI, holding a Series 66 designation and 19 years of industry experience. Butler has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning across a broad range of topics, with the option to combine planning with managed accounts under a consolidated billing arrangement.

Daniel De Weerdt is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Edward Jones in Hamilton, MI. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Rowe is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for the Kalamazoo County Sheriff's Office for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Andrus is a financial advisor at Edward Jones in Otsego, Michigan, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.