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.

Howard Ryan is the sole advisor at The Ryan Group Portfolio Design LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at The Ryan Group Portfolio Design since 2013 and previously at the Michigan Department of Treasury from 2011 to 2018. Outside of advisory services, he operates a tax preparation business as a sole proprietor. The Ryan Group Portfolio Design LLC provides investment management and consultation services to individuals, families, trusts, estates, and business entities. The firm focuses on individualized portfolio construction based on fundamental analysis and offers tax-planning consultations and annual 1040 preparation when requested.

Richard Price is a financial advisor with Meridian Asset Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Meridian in 2020, he worked at Michigan Securities, Inc. and Michigan Advisors, Inc. for 15 years. In addition to his advisory role, he is an independent insurance agent specializing in health and life insurance sales. Meridian Asset Management is a single-advisor registered investment adviser serving individuals, high-net-worth clients, businesses, trusts, and estates. The firm offers discretionary and non-discretionary investment management and financial planning, employing a strategic asset allocation approach based on Modern Portfolio Theory with a focus on income-producing large-cap dividend growers and diversified holdings across fixed income, small-cap, and international equities.

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.

Charles Dickinson is a financial advisor at William Mack & Associates Inc with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked at William Mack & Associates since 2022. Dickinson is also the managing member of Monitor My Advisor LLC, a compliance consulting firm serving registered investment advisers. William Mack & Associates is a fee-only, SEC-registered investment adviser managing approximately $820 million for about 957 clients. The firm serves individuals, trusts, retirement plans, and other entities, emphasizing diversification, tax efficiency, and low-cost implementation through no-load mutual funds and ETFs across multiple model strategies.

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.

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.

John Blanck is a financial advisor with Success Wealth Management LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has previously worked with The Leaders Group, Inc. and operates JB Financial LLC, where he serves as president and insurance sales manager. Blanck is also involved in insurance sales through American Senior Benefits. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, managing approximately $96.6 million in discretionary assets. The firm utilizes a goal-based, Modern Portfolio Theory approach to asset allocation and risk management, conducting regular account reviews and employing third-party sub-advisors as needed.

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.

Kevin Finn is a financial advisor at Harbour Investments, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2009. Outside of his advisory role, he is an independent insurance agent and is involved in buying and selling sports cards. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized investment strategies and offers both discretionary and non-discretionary portfolio management solutions.

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.

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.

Angela Granata is a CFP® with 29 years of industry experience and is currently affiliated with J. W. Cole Advisors, Inc. She has been with J.W. Cole Financial and J. W. Cole Advisors since 2015. Outside of her advisory role, she owns Luminous Consulting, which operates as Luminous Wealth Management, a non-investment-related entity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on either a discretionary or non-discretionary basis.

David Elliott is a financial advisor with Edward Jones in Bay Harbor, MI, holding Series 63 and Series 66 registrations. He has 19 years of industry experience, including 14 years at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harold Maude Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 2006 and previously at Axa Advisors, LLC. Outside of his advisory role, he serves as a trustee for multiple Irrevocable Life Insurance Trusts (ILITs). Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Elizabeth Berge is a financial advisor with Edward Jones in Boyne City, MI, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Edward Jones, she worked in manufacturing roles at Industrial Magnetics Inc., Moeller Mfg. Company LLC, and Williams International. Outside of her advisory work, she coordinates events for Boyne Ranch LLC Springbrook Farms and serves as a brand ambassador for Shaggy's Copper Country Skis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary managed solutions, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Sarah Polleys is a financial advisor with Edward Jones in Charlevoix, MI, holding a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2017 and previously worked at Community Reformed Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets under management and operates an extensive network of financial advisors and branch offices nationwide.

Zachary Buchanan is a CFP® professional with 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Christian Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and was previously with Bank One from 2006 to 2016. His current role is based in Petoskey, Michigan. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Carrie Titus is a CFP® professional with six years of industry experience, currently serving at Edward Jones in Charlevoix, MI. She has worked with Edward Jones since 2018 and has prior experience in various roles including retail with Tiny Man Company and education. Titus is a board member of the Crooked Tree Arts Center finance committee and serves on the Board of Review for Charlevoix Township. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Randolph Keys is a financial advisor with Edward Jones in Harbor Springs, MI, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Foster is a CFP® and Series 66-licensed financial advisor at Edward Jones with 11 years of industry experience. She has been with Edward Jones since 2014 and also has a background in contracting through her ongoing role at A & S Contracting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of advisors and branch offices nationwide.

Ruth Skop is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® and Series 66 credentials and has been with Edward Jones since 2008, following a prior career at Wood & Wicker Inc. Skop serves as a board member for Northern MI Equine Therapy, helping organize fundraising events to support scholarships for occupational therapy using horses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alfred Sickinger is a financial advisor with Raymond James & Associates in Boyne City, MI, holding a Series 66 designation and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partial owner of a garage used to store his car collection. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, combining investment advisory with municipal and public-financing capabilities.

James Richman is a financial advisor with Edward Jones in Boyne City, MI, holding a Series 66 designation and eight years of industry experience. He worked at ReeceNichols and Saint Paul's Episcopal Day School from 2007 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

David Ligotti is a CFP® with 25 years of experience in the financial services industry. He has been with Cetera since 2004 and also operates an accounting and tax business under Oakwood Business Services LLC. Outside of his advisory work, Ligotti serves as treasurer for two nonprofit organizations, Purple Rose Theatre Company and Leuk’s Landing, and participates in finance committees for local community and country club organizations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, supported by various program structures and model portfolios.

Matthew Pursley is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2022. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with an in-house Research team that offers model portfolios and a variety of investment solutions tailored to client needs.

Julia Buchanan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee on multiple charitable trusts and foundations, including the Woodward Governor Company Charitable Trust and the Gloyd Family Foundation Board of Trustees. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broad range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Timothy Knapp is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Clifford Harris is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 19 years. Outside of his primary role, he owns an LLC that provides fixed insurance services to existing clients and family and friends. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing technology-driven investment processes and access to multiple custodial platforms.

Benjamin Muladore is a financial advisor with Edward Jones in Charlevoix, MI, holding the CFP®, ChFC®, and Series 66 designations and has 19 years of industry experience, all with Edward Jones since 2007. Outside of his advisory role, he is involved with Farrell Property, LLC, managing investment property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors. The firm provides discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marianne Watson is a financial advisor at LPL Financial with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Cetera and First Community Bank. 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 range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings.

Kevin Larson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He collaborates with clients to develop personalized financial strategies designed to help pursue their long-term goals. Utilizing insights from Merrill and the banking and lending resources of Bank of America, he aims to create flexible wealth management approaches aligned with clients’ priorities and changing market conditions. Kevin holds a Bachelor’s Degree from the University of Alabama System and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also active in his community, volunteering with local organizations following the Merrill tradition of community involvement. Outside of work, Kevin enjoys boating, golfing, and skiing.

Larry Cassidy is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. Outside of his advisory work, he is involved in educational roles at local schools in Michigan. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.