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.

Michelle Shawn is a financial advisor with Retirement & Investment Planning, Inc. in Petoskey, MI, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include Gradient Advisors, LLC, and she also serves as an agent for Senior Benefits Network, focusing on Medicare, life, and annuities. Retirement & Investment Planning, Inc. provides non-discretionary asset management and retirement-plan advisory services to individuals, trusts, and employer-sponsored plans. The firm offers limited-scope ERISA 3(21) fiduciary services and typically manages assets through third-party platforms while employing a mix of fundamental, technical, charting, and cyclical analyses.

Michael Holifield is a financial advisor at West Arbor Solutions, LLC in Petoskey, MI, holding a Series 65 license with four years of industry experience. His prior work includes roles at Shindigz and Levitate, where he serves as COO and VP of Business Development providing consulting for a strategic communications agency. In addition to his advisory role, Holifield provides business consulting services. West Arbor Solutions serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm incorporates insurance sales and business consulting through affiliated entities and tailors portfolios to clients’ goals, risk tolerance, and time horizons.

Kyle Arnold is a financial advisor at West Arbor Solutions, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Horter Investment Management and Sinclair Broadcast Group. Outside of his advisory role, Arnold owns and operates Kyle Arnold Investments, where he provides life insurance and annuity sales and service. West Arbor Solutions offers discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes portfolio construction based on client goals, time horizon, and risk tolerance, using fundamental analysis and a mix of investment strategies under discretionary authority.

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.

Paul Moody is a financial advisor at McDonald Partners LLC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and 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, MI. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized investment approach, combining fundamental, technical, and cyclical analysis across multiple platforms.

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.

Jeffrey Kazmierski is a financial advisor at Ash Matson Wealth Partners, Inc. in Petoskey, MI, holding a Series 65 designation with one year of industry experience. He has worked at Ash Matson Wealth Partners since 2025 and has additional experience since 2012 with Apple Pie Properties, LLC. Ash Matson Wealth Partners provides advisory services to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm typically recommends third-party advisers to implement client investment strategies, using an individualized asset-allocation process based on clients’ goals and risk tolerance.

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 at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Andrew Heitner is a financial advisor at Snowden Capital Advisors LLC with 31 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 in 2022. Snowden Capital Advisors serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients, offering customized portfolio management, investment consulting, and a range of advisory programs that utilize both in-house and third-party investment strategies.

Iryna Barkley is a financial advisor at Nicolet Wealth Management with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Barkley is based in Petoskey, Michigan. Nicolet Advisory Services provides retirement plan advisory and consulting primarily for participant-directed defined-contribution plans such as 401(k) and 403(b) arrangements. The firm offers services including investment policy statement preparation, ongoing investment monitoring, participant education, and plan service provider support.

Sean Lynch is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Cuso Financial Services, Encore Financial, and Principal Securities. Outside of his advisory work, Sean co-owns an online retail store on Etsy. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, participants, and certain retail clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Dolores Angus is a financial advisor at The Huntington Investment Company with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services, LLC, JPMorgan Securities LLC, and JPMorgan Chase Bank. She is based in Petoskey, MI. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture investment model that incorporates third-party and proprietary strategies, offering wrap-fee programs through the Envestnet MAS platform.

Betsy Britton is a financial advisor with Principal Financial Services and holds the Series 63 and Series 66 licenses. She has 18 years of industry experience, including roles at Principal Financial Services since 2007, Korthase Flinn since 2010, and Highstreet Insurance & Financial Services since 2026. Korthase Flinn was acquired by Highstreet Insurance Partners, where she currently operates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

H. Peter Petrosky is a CFP® professional with 41 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2013. He holds Series 63 and Series 65 licenses and is based in North Palm Beach, Florida. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment products tailored to client objectives.

Rochelle Roerig is a financial advisor with PNC Wealth Management in Petoskey, MI, holding Series 63 and Series 65 licenses and with 25 years of industry experience. She has been with PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available to select employees. The firm’s approach emphasizes portfolio strategies managed by PNC or third-party strategists, with automated risk assessment and annual rebalancing.

Jennifer Mackenzie is a financial advisor with Principal Financial Services in Petoskey, MI, holding Series 63 and Series 66 credentials and 13 years of industry experience. She has worked with Principal Financial Services since 2018 and previously held roles at Korthase Flinn and Principal Life Insurance Company. Mackenzie also serves as an agent involved in life insurance and annuities at High Street Insurance & Financial Services. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel worldwide. The firm offers direct advisory programs, 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 Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He is also involved in various business activities, including serving as a board member of Moran Iron Works and managing several LLCs related to office buildings and consulting services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

Andrew Martin is a financial advisor with Fifth Third Securities, Inc. in Petoskey, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Infinex Investments, Inc. and Citizens National Bank before joining Fifth Third in 2020. Outside of his advisory role, Martin is involved in several non-securities businesses, including automotive repair and managing a banquet hall. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers a variety of managed account programs that combine third-party managers, strategist portfolios, and advisor-managed options, with features such as direct indexing and tax-overlay services.