Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Mark Aigner is an advisor at Saxony Capital Management, LLC with 30 years of industry experience. He has been with Saxony Securities since 2013 and holds Series 63 and Series 66 licenses. Saxony Capital Management provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors serving several hundred client relationships across multiple offices and uses a range of investment strategies including discretionary asset management, technical and fundamental analysis, and sub-advisor models.

Thomas Shelder is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at &Partners since 2023. Prior to joining &Partners, he spent 12 years with Edward Jones. Outside of his advisory role, he is the owner of AEL Properties, LLC, a rental property business in Williamsburg, MI. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, utilizing both proprietary and third-party strategy models within a technology-driven platform.

Gary Bice is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent 11 years at UBS Financial Services Inc. Outside of his advisory role, he is involved with the Karmanos Cancer Institute, attending annual meetings to stay informed about the organization. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic, fee-based financial planning and advisory services, with clients generally maintaining discretion over implementation.

Lebeau Potgieter is a financial advisor with Cetera, holding a Series 66 credential and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Voya Financial Advisors, and Fortress Financial. He serves on the board of The Pathfinder School and is an advisory council member for the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community initiatives in Michigan. Cetera Investment Advisers serves a diverse client base through a large network of independent advisors, offering discretionary and non-discretionary portfolio management, financial planning, and retirement solutions. The firm combines retirement and fiduciary services with a broad advisory platform and utilizes a range of model portfolios and third-party managed solutions.

Matthew Knust is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America NA, Merrill, and Central State Bank prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Michael Doyle is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. He has been with Raymond James & Associates since 2005. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-financing and investment banking capabilities.

Shereen Boyer is a CFP® with 33 years of industry experience and currently works at Morgan Stanley. She has held positions at Merrill and Bank of America prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Boyer serves on the Endowment Committee of Old Trail School, advising on fundraising strategy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Carl Oleson III is a financial advisor with Raymond James Financial in Maple City, MI, holding Series 63 and Series 65 credentials and bringing 50 years of industry experience. He has been with Raymond James Financial since 2010. Outside of his advisory role, he serves as president of Oleson Financial Group, an S Corporation associated with his business interests, and holds agent positions related to non-variable insurance through affiliated entities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that support client decision-making through tailored financial plans and a broad network of affiliated financial services.

Tory Mc Mullen is a financial advisor with Edward Jones in Suttons Bay, MI, holding the CFP® designation and Series 63 and 66 licenses. He has 21 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 advisors. The firm manages approximately $1.01 trillion in assets under management and provides services including overlay and tax-efficient strategies, separately managed accounts, and affiliated mutual funds.