Daniel Kill is the principal of DV Kill Advisory Services, LLC, an independent firm based in Marquette, MI. He holds the ChFC® designation and has 16 years of industry experience. Prior to founding his firm in 2014, he worked at Ohlmann Investment Advisors LLC and has been involved with Northern Michigan University, Ore Dock BotEco Center, and Immanuel Lutheran Church. DV Kill Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored investment supervisory services that include a broad range of asset classes and both fundamental and technical analysis. The firm also offers commissionable insurance products alongside advisory services, disclosing this as a potential conflict of interest, and manages accounts that often incorporate advanced trading strategies.

At Planpath Financial, LLC you are at the center of everything we do. When we create plans for your financial life, we first take time to listen to how you think about money and what you want your money to do for you. Everyone is different, therefore each financial plan is unique to the individual. Educators at heart, we want to make sure you understand our recommendations so you can feel confident about your future. The goal is to lead you to and through your best retirement, by maxmizing your spending and savings opportunites and minimizing your tax bill. We develop customized financial plans and leave no stone unturned. We will make sure your investments make sense for your goals and that you are adequately protecting your assets and against the "what ifs" of life. You'll feel confindent you are set up to retire according to plan. You will have your affairs in order to take care of those you care about after you are gone. Life changes and so do financial plans. We are with you every step of the way and always only a phone call away. You'll likely enter tax season feeling more prepared than ever and really good about the tax savings strategies that are part of your plan. We also help you with the human side of financial planning. At times the emotions that money can bring out could lead you down a trail that takes you away from your intended desination. We'll guide you along the path that leads to where you want to go. With all that being said, we do prefer to have an ongoing relationship with our clients and offer our services at a transparent flat-fee rate. We've learned many don't understand what their investments cost them or how their advisor gets paid. Here it is crystal clear and extremely fair. If you are a DIY investor, or just not quite ready for full comprehensive planning, we do offer as-needed services at an hourly rate. Just give the office a call, explain what you need help with, and we'll get you a quote for our services. If you choose to have us manage your investments, that is including in the flat-fee, and can be taken from your investment accounts or paid by ACH. You can call for a quick ten minute touch point if you just want to touch base first, and your next step would be to schedule a complimentary meeting where we can compare notes and see if working together seems to make sense.

Dane Nelson is an advisor at Northern Edge Wealth Management in Marquette, MI, holding Series 65 and Series 66 licenses. He began his financial advisory career in 2025 after working for Robert Half International from 2014 to 2025. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual high-net-worth clients. The firm uses a personalized, research-driven investment approach focused on long-term equity orientation, fundamental analysis, and allocation across equities, fixed income, and cash, while also recommending and monitoring external money managers for client portfolios.

Allen Van De Kreeke is a financial advisor with B.A. Roberts Financial Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining Roberts Financial, he worked at Erts Wealth Advisors, LLC and was involved with Made in Nature for seven years. B.A. Roberts Financial Services provides investment advisory and planning services to a diverse client base, including high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a fiduciary approach, combining internal management with independent managers and emphasizes a primarily long-term investment strategy.

Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual and high-net-worth clients. The firm follows a personalized, research-driven investment approach with an emphasis on long-term equity-oriented strategies and also selects external money managers for portions of client portfolios.

Jessica Kinonen is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Wealth Strategy Group for ten years. Kinonen serves as Vice President and Board Member of the Marquette County Police and Firefighters Fund. B.A. Roberts Financial Services provides investment advisory and planning services to individuals, families, trusts, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios through a combination of internal management and independent managers, with an emphasis on long-term investment strategies.

Justin Le Page is a financial advisor at Northern Edge Wealth Management with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is involved in the management of his firm and holds a license to sell fixed insurance products. Northern Edge Wealth Management is an SEC-registered investment adviser that provides discretionary and non-discretionary investment management, as well as financial planning and consulting services primarily for qualified retirement plans, pooled vehicles, institutional clients, and high-net-worth individuals. The firm employs a personalized, research-driven investment approach focused on long-term equity-oriented strategies and may utilize external money managers for portions of client portfolios.

Billie Paveglio is a financial advisor at Northern Edge Wealth Management with six years of industry experience. She holds a Series 66 designation and has worked at Larson & Associates Ameriprise Financial Services, Inc. since 2016. Prior to that, she was employed at Argonics, Inc. from 2004 to 2016. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual high-net-worth clients. The firm employs a research-driven, long-term equity-oriented investment approach and may utilize external money managers to oversee portions of client portfolios.

Ethan Hausmann is a financial advisor at KerberRose Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Scott Ciullo Inc. and AFlac. Outside of advising, Hausmann is an author of digital and print-on-demand books through Amazon Kindle Direct Publishing. KerberRose Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates tax, accounting, insurance, and retirement-plan administration through affiliated entities.

Alexandria Miller is a financial advisor at KerberRose Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with KerberRose since 2021. Prior to her advisory career, she worked at Lake Superior Christian Church and spent several years as a stay-at-home parent. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm utilizes asset-allocation models based on modern portfolio theory and offers integrated services through affiliated accounting and retirement plan administration firms.

Scott Ciullo is a financial advisor with KerberRose Wealth Management, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at APW Capital, Inc. and LPL Financial, LLC, with a career spanning roles in investment advisory and fixed life and annuity sales. Outside of his advisory work, he is involved in fixed life and annuity sales through Scott Ciullo, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Jacob Paupore is a financial advisor at Valic Financial Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Northern Michigan University and Negaunee High School. Paupore is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S. individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Jeffries is an advisor at Integrity Alliance, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2024, including roles at Hantz Financial Services and Flourish Financial Partners. In addition to his advisory work, he prepares tax returns and discusses tax savings strategies with clients through Ledford Tax & Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Haley Wainio is a CFP® and holds a Series 65 license with three years of industry experience. She is currently with CWM, LLC and Carson Wealth, both since 2025, and previously worked at ERTS Wealth Advisors, Mbank S.A., Huntington Bancshares, Wells Fargo, and Edward D. Jones. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers a range of services such as asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing both in-house and third-party investment strategies supported by institutional custodians.

Courtney Ter Mors is a financial advisor at Hantz Financial Services, Inc. in Marquette, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Hantz Financial Services since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and AI-assisted client data analysis, supported by a parent company structure that includes a trust bank and affiliated tax, business consulting, insurance, and mortgage services.

Jesse Bell is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. He has been with Commonwealth since 2011 and has operated Bell Financial Services since 2001. Outside of his advisory work, he is a commercial pilot and flight instructor based in Marquette, MI. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support. The firm offers discretionary portfolio management, multiple program structures, and access to extensive operations, technology, and compliance resources.

Jason Rolling is a financial advisor at CWM, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Carson Wealth and ERTS Wealth Advisors. Outside of his advisory work, he serves as a board member for the Noquemanon Trail Network, a nonprofit organization. CWM serves a broad mix of clients including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Paul Storm is a CFP® with 14 years of industry experience, currently with Valic Financial Advisors in Marquette, MI. He has been with Valic Financial Advisors and River Valley Bank & Investments since 2011 and has worked with Agia since 2022. Outside of his advisory role, he serves as chairman of a church board and is involved in managing family-owned commercial office buildings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Allan Wakkuri is a financial advisor at Hantz Financial Services, Inc. in Marquette, MI, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Lasco, Trunorth FCU, PNC Bank, and Northern Michigan University. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm’s investment approach emphasizes model-driven ETF strategies and offers a range of financial planning, portfolio management, and fiduciary services supported by affiliated tax, business consulting, and trust entities.