Charles Kuhtz III is a CFP® professional with 41 years of industry experience, currently serving at Intrua Financial. He has previously worked at LPL Financial, Freedom Wealth Alliance, and Edward D. Jones & Co., L.P. Outside of his advisory work, Kuhtz has been involved as a musician since 1980. Intrua Financial provides investment advisory and portfolio management, comprehensive financial planning, and retirement-plan advisory services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process combining fundamental analysis, modern portfolio theory, and technical analysis to develop customized asset allocations, offering both discretionary and non-discretionary management.

Gregory La Freniere is a financial advisor at Kingsview Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 21 years. Outside of his advisory role, he owns North Forty Wild Apples LLC, an online retail business specializing in tree seedlings. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Lance Marcell is a financial advisor with PlanMember Securities Corporation in Kingsford, MI, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with PlanMember since 2016 and has operated his own financial services business since 2005. Marcell is also involved with the Michigan Association of Retired School Personnel, where he provides educational presentations. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to plan sponsors and participants.

David Mc Nurlen is a ChFC® and Series 66 licensed financial advisor with 23 years of industry experience. He is currently affiliated with Cambridge Investment Research Advisors and holds roles at Stephenson National Bank & Trust as a Trust Officer and at the Lena Public School District as a board member. His prior experience includes positions at LPL Financial, Allstate Insurance Company, and Farm Bureau Financial Services. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Richard Kinsey is a Series 66 licensed financial advisor with Edward Jones in Iron Mountain, MI, and has eight years of industry experience. Before joining Edward Jones in 2017, he worked in various roles at Town and Country Sales, Riverside Auto Group, and Messersmith Manufacturing Incorporated. Outside of his advisory work, he is involved in tree care and planting at Orchard Vulcan and participates in agricultural labor on a family farm in Crystal Falls, including livestock care and crop planting. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through an extensive network of financial advisors and branch offices nationwide.

Samuel Hofer is a CFP® professional with 38 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2021. Prior to this, he worked at LPL Financial, LLC for 10 years and has served at Stephenson National Bank & Trust since 2011. Outside of his advisory role, he is an independent insurance agent representing various companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a range of investment strategies.

Wanda Hart is a Series 66-licensed financial advisor with Edward Jones in Iron Mountain, MI, with five years of industry experience. She has held various roles, including work at Edward Jones since 2019 and involvement with several businesses in marketing, wellness, and nutrition. Outside of her advisory work, she assists on occasion with event catering at Curious Pig, a restaurant in Crystal Falls, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, affiliated mutual funds, and tax-efficient services. The firm supports over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Schlyn Thiry is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2019, Thiry worked at Integra First Federal Credit Union and Hudsons Classic Grill. Thiry also serves as a clerk for the Village of Daggett, where responsibilities include attending monthly meetings, preparing agendas and meeting notes, and managing billing processes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of over 23,000 financial advisors.

Hunter Mans is a CFP® with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. His prior experience includes roles at LPL Financial, Northwestern Mutual, and Tri-County Credit Union. Outside of advising, he coaches youth hockey and has been involved in photography project management. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

Sean O'Day is a financial advisor with Edward Jones in Iron Mountain, MI, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. 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 and offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.