Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Alex White is a CFP® professional with eight years of experience, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to this, he worked briefly at Zhang Financial LLC and held positions outside the financial sector, including roles at The Cove Lakeside Bistro and Stryker Corp. He also holds an insurance license. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients, with a notable focus on public entities and formal 3(38) plan management. The firm integrates advisory, insurance, and administrative cash-management services through a small team serving a sizable client base.

Joseph Miller is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as a trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the community of Homer, Michigan, a position he has held since 2006. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related non-securities consulting to individual and institutional clients. The firm is known for its work with public entities and offers a combination of advisory, insurance, and administrative cash-management services.

Isaac Lubbers is a financial advisor at Miller Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State University and operated an auto detailing business. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm acts as a fiduciary, developing portfolios based on client objectives and risk tolerance, and is known for its work with public entities and formal 3(38) plan management services.

Harry Boesch is a financial advisor at Wellington Investment Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Private Client Services LLC before joining Wellington in 2016. Outside of his advisory role, he is a passive investor in several medical device and healthcare-related companies. Wellington Investment Advisors manages approximately $261.4 million for around 386 clients through a team of eight advisors. The firm provides discretionary and non-discretionary portfolio management and financial planning, employing a range of analytical methods and tailoring investment strategies to clients’ objectives and risk tolerance.

Rebecca Artz is a financial advisor at Harbour Investments, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Harbour since 2019. In addition to her advisory role, she is an independent insurance agent, which includes activities related to equity-indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing a combination of fundamental and technical analysis to build customized strategies across various asset classes.

Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.

Corby Kiss is a financial advisor with Harbour Investments, Inc. in Richland, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at firms including Raba and The Huntington Investment Company. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments serves a diverse client base including individuals, trusts, pension plans, and institutional entities. The firm offers a variety of portfolio management, financial planning, and advisory services, employing multiple investment approaches tailored by individual advisors and third-party managers.

Richard Taylor is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with FourStar Wealth Advisors, LLC, where he has worked since 2022. Prior to that, he spent eight years at Wells Fargo Clearing. FourStar Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm uses a combination of fundamental and technical analysis to tailor portfolios across various asset classes, offering financial planning, investment management, and retirement plan consulting.

Christy Manthei is a financial advisor at Fifth Third Securities, Inc. with 19 years of industry experience and a Series 66 designation. Her prior roles include positions at Ameriprise, Comerica Securities, Fidelity Investments, and LPL Financial. She also provides financial guidance to retail bank clients at Comerica Bank and offers money market options through Maestro. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a range of program types on its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a corporate structure as a wholly owned subsidiary of Fifth Third Bank.

Travis Morse is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Janney Montgomery Scott. Morse is a member of the Battle Creek AMBUCS, a nonprofit organization that raises funds to help people with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Chris Vanderwaal is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2004, as well as experience with Massachusetts Mutual Life Insurance Company since 1998. Vanderwaal also operates under the Worgess Agency Inc., providing insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides services such as plan design, fiduciary consulting, employee education, and utilizes multiple management platforms and third-party solutions to support its offerings.

Daniel Faett is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. His prior experience includes roles at Ford Estates, LLC, Bank of America, N.A., Merrill, and Kestra Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Tyler Ewen is a CFP® professional with nine years of industry experience, currently serving as a financial consultant at Kestra Advisory in Battle Creek, MI. He has worked within Kestra Advisory and affiliated entities since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Paul Townsend is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2020. Prior to that, he was with Wells Fargo Clearing from 2016 to 2020. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services supported by centralized asset management and custody capabilities.

Hunter Feraco is a financial advisor with First Command Advisory Services in Battle Creek, MI, holding a Series 66 designation and six years of industry experience. He has been affiliated with various First Command entities since 2019 and concurrently operates Feraco Holdings LLC, an S-corp related to his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

David Mabis is an Associate Financial Advisor with PNC Wealth Management in Battle Creek, MI, holding a Series 66 designation and 12 years of industry experience. Prior to joining PNC in 2026, he worked at Ameriprise Financial Services from 2017 to 2026 and held various roles in the insurance and community association sectors. He serves on the Board of Directors of the Gull Lake Area Rotary Club and is its President. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessments and third-party strategists to manage investments primarily in mutual funds and ETFs.

Michael Oursler is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He has been with Janney since 2018 and previously worked at Raymond James & Associates for 14 years. Outside of his advisory role, he coaches youth baseball and serves as finance director on the board of the local baseball organization. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

James Barber is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Securities America Inc and Berkshire Hathaway HomeServices. His current tenure at Janney Montgomery Scott began in 2026. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Richard Tsoumas is a CFP® and PFS™ professional with 27 years of industry experience. He has worked with Kestra Advisory since 2016 and has been involved with Kestra Investment Services, LLC and The Planning Group since 1999. Tsoumas serves as a trustee and treasurer on the board of the Guido A. & Elizabeth H. Binda Foundation and is a co-trustee of the W. K. Kellogg Foundation Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and investment advice supported by comprehensive due diligence, serving a client base that includes large institutional investors and sovereign wealth funds.