Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Michelle Shawn is a financial advisor with Retirement & Investment Planning, Inc. in Petoskey, MI, holding Series 63 and Series 65 licenses and with nine years of industry experience. She has worked at Retirement & Investment Planning, Inc. since 2009 and was previously with Gradient Advisors, LLC. In addition to her advisory role, she is an agent at Senior Benefits Network, where she works with Medicare, life, and annuities. Retirement & Investment Planning, Inc. provides asset management, retirement-plan advisory, and financial planning services primarily to individual, non–high-net-worth clients. The firm operates mainly on a non-discretionary basis, uses a variety of analytical methods, and manages approximately $3.6 million in client assets across about 24 relationships.

Michael Holifield is a Series 65-licensed advisor with West Arbor Solutions, LLC in Petoskey, MI, and has three years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development for a strategic communications agency. In addition to his advisory role, he provides business consulting services. West Arbor Solutions offers discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs fundamental analysis to tailor portfolios based on client goals and risk tolerance, and it integrates insurance sales and business consulting as part of its service model.

Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

Andrew Craig is a financial advisor at MariPau Wealth Management LLC in Petoskey, MI, holding a Series 65 credential with two years of industry experience. Prior to joining MariPau and Walloon Wealth Management, he has been a member-manager and 50% owner of Escape Games LI LLC, a physical escape room business, since 2018. MariPau Wealth Management provides tailored investment advisory, portfolio management, and financial planning services for individual and high-net-worth clients. The firm employs a network of advisory affiliates and third-party managers, integrating technology platforms for comprehensive portfolio oversight.

Kristin Bennett is a CFP® professional with 12 years of experience in financial advising. She has worked at TruNorth Capital Management since 2023 and previously held positions at Greenleaf Trust and Plante Moran financial advisors. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, high-net-worth families, family offices, corporations, charitable foundations, and employer-sponsored retirement plans. The firm focuses on low-cost, broadly diversified portfolios managed on a discretionary basis, emphasizing ETFs, mutual funds, bonds, and cash equivalents with tactical asset allocation and periodic rebalancing.

Jeffrey Kazmierski is a financial advisor at Ash Matson Wealth Partners, Inc. in Petoskey, MI. He holds a Series 65 designation and has been with Ash Matson Wealth Partners since 2025. Outside of his advisory role, he is also involved with Apple Pie Properties, LLC. Ash Matson Wealth Partners provides investment advisory services to a range of clients, including individuals, pension plans, trusts, and corporations. The firm focuses on selecting and monitoring third-party investment advisers and acts primarily as an adviser and referral source rather than directly managing client portfolios.

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Paradigm Equities, Inc. and Mea Financial Services, Inc. since 2008. Outside of his advisory roles, he operates a home-based builder business. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm customizes investment strategies based on client profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based clientele rather than high-net-worth individuals.

Andrew Heitner is a financial advisor at Snowden Capital Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Fieldpoint Private Securities LLC for nine years before joining Snowden Capital Advisors in 2022. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and ERISA plan consulting, utilizing a wide range of instruments and operating across institutional and cross-border relationships.

Iryna Barkley is a financial advisor at Nicolet Wealth Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Barkley is based in Petoskey, Michigan. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support.

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Principal Securities Inc, Principal Life Insurance Company, Cuso Financial Services, L.P., and Encore Financial. Outside of his advisory work, he co-owns an online retail store on Etsy called Kindred Insights. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering integrated financial planning and investment management services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and provides both planning and managed account solutions within plan lineups selected by plan sponsors.

Dolores Angus is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at several firms including JPMorgan Securities LLC and Fifth Third Securities before joining Huntington in 2017. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform combining third-party sub-managers and proprietary models, overseeing approximately $6.3 billion in assets across nearly 400 advisors.

Betsy Britton is a financial advisor with Principal Financial Services and holds Series 63 and Series 66 licenses. She has 18 years of industry experience, having worked at Korthase Flinn from 2010 to 2026 before transitioning to Highstreet Insurance & Financial Services, which acquired Korthase Flinn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rochelle Roerig is a financial advisor with PNC Wealth Management in Petoskey, MI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm’s approach emphasizes portfolio strategies managed by PNC or third-party strategists, with automated risk assessment and annual rebalancing.

Jennifer Mackenzie is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Principal Life Insurance Company and Principal Securities INC, and currently operates within the High Street Insurance & Financial Services entity, which evolved from KorthaseFlinn. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs, with a focus on discretionary investment management and ongoing client reviews.

Randall Flinn is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes roles at Korthase Flinn and Principal Securities Inc. He serves as a board member of Moran Iron Works, where he participates in strategic and financial oversight. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Andrew Martin is a financial advisor with Fifth Third Securities, Inc. in Petoskey, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Infinex Investments, Inc. and Citizens National Bank before joining Fifth Third in 2020. Outside of his advisory role, Martin is involved in several non-securities businesses, including automotive repair and managing a banquet hall. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs that combine third-party managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.

Kristin Riley is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 credentials and four years of industry experience. Her prior work includes roles at Huntington National Bank and experience in marketing and pediatric dentistry. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm operates an open-architecture, model-driven platform utilizing third-party sub-managers and proprietary models, and offers specialized program options including tax management and impact/ESG overlays.