Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Justin Keillor is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies, tax-efficient services, and affiliated investment products under a fiduciary standard.

Howard Baughman is a financial advisor with LPL Financial in Frankfort, MI, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He previously worked at INVEST Financial Corp and as an independent insurance sales agent. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Anna Gill is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously held various roles in the food and beverage industry, including a position as a server at Harrington's By the Bay. 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 range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Oliver Owens is a financial advisor with UBS Financial Services in Frankfort, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the board of directors for Owens Land Company, a family partnership involved in property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Michael Lodes is a CFP®-designated financial advisor with Edward Jones, where he has worked since 1990, totaling 34 years of industry experience. He serves as a member of the Board of Directors for the Townhouses @ Station Plaza Condominium Association in Kirkwood, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of financial advisors and branch offices.

Tia Kurina Cooley is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Craig Wealth Advisors LLC. Outside of her advisory work, she serves in a political office in Homestead Township, Michigan. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm is notable for its emphasis on non-discretionary advisory services and its extensive affiliate network supporting municipal and institutional clients.

Brian Coughlin is a financial advisor with Merrill, holding a Series 66 designation and 25 years of industry experience. He has been with Merrill since 2000 and has also worked at Bank of America, N.A. since 2011. In addition to his advisory role, he serves as an adjunct instructor of undergraduate business courses at Indiana Tech. Merrill serves a broad range of clients, offering managed account programs, discretionary portfolio management, and brokerage execution through a variety of investment strategies and a platform integrated with Bank of America affiliates.

Marvin Peterson is a CFP® with 43 years of industry experience, currently advising at Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2023. Peterson has ownership interests in Portico Wealth Management LLC and Marvin J. Peterson LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services, including specialized planning for business transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and tools to develop tailored recommendations and integrates advisory services with various financial product offerings.

John Kish Jr. is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield of Michigan and co-owns a commercial business, Center St Property, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides tailored, research-driven recommendations combining income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Thomas Baughman is a financial advisor with Raymond James Financial in Arcadia, MI, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has been with Raymond James Financial since 2000 and is also associated with Northwood Capital and Baughman Capital Management. Outside of his advisory work, he operates a support company, Northwood Capital, which manages his 1099 income. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, providing financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client assessments and supports implementation via various account structures, with a significant portion of its advisory business conducted on a non-discretionary basis.

Frederick Miller is a financial advisor at Manitou Capital Management, Inc. in Frankfort, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Manitou Capital Management since 2003 and serves as President of Manitou Investment Advisors, where he dedicates full-time efforts to portfolio management. Manitou Capital Management, Inc. provides discretionary investment management and related services primarily to pooled investment vehicles and institutional clients. The firm manages multiple strategies concurrently, emphasizing performance-based fees and side-by-side management.