Daniel Kill is the principal of DV Kill Advisory Services, LLC, an independent firm based in Marquette, MI. He holds the ChFC® designation and has 16 years of industry experience. Prior to founding his firm in 2014, he worked at Ohlmann Investment Advisors LLC and has been involved with Northern Michigan University, Ore Dock BotEco Center, and Immanuel Lutheran Church. DV Kill Advisory Services provides portfolio management and financial planning to individual and high-net-worth clients, offering tailored investment supervisory services that include a broad range of asset classes and both fundamental and technical analysis. The firm also offers commissionable insurance products alongside advisory services, disclosing this as a potential conflict of interest, and manages accounts that often incorporate advanced trading strategies.

At Planpath Financial, LLC you are at the center of everything we do. When we create plans for your financial life, we first take time to listen to how you think about money and what you want your money to do for you. Everyone is different, therefore each financial plan is unique to the individual. Educators at heart, we want to make sure you understand our recommendations so you can feel confident about your future. The goal is to lead you to and through your best retirement, by maxmizing your spending and savings opportunites and minimizing your tax bill. We develop customized financial plans and leave no stone unturned. We will make sure your investments make sense for your goals and that you are adequately protecting your assets and against the "what ifs" of life. You'll feel confindent you are set up to retire according to plan. You will have your affairs in order to take care of those you care about after you are gone. Life changes and so do financial plans. We are with you every step of the way and always only a phone call away. You'll likely enter tax season feeling more prepared than ever and really good about the tax savings strategies that are part of your plan. We also help you with the human side of financial planning. At times the emotions that money can bring out could lead you down a trail that takes you away from your intended desination. We'll guide you along the path that leads to where you want to go. With all that being said, we do prefer to have an ongoing relationship with our clients and offer our services at a transparent flat-fee rate. We've learned many don't understand what their investments cost them or how their advisor gets paid. Here it is crystal clear and extremely fair. If you are a DIY investor, or just not quite ready for full comprehensive planning, we do offer as-needed services at an hourly rate. Just give the office a call, explain what you need help with, and we'll get you a quote for our services. If you choose to have us manage your investments, that is including in the flat-fee, and can be taken from your investment accounts or paid by ACH. You can call for a quick ten minute touch point if you just want to touch base first, and your next step would be to schedule a complimentary meeting where we can compare notes and see if working together seems to make sense.

Dane Nelson is a financial advisor with Northern Edge Wealth Management in Marquette, MI. He holds Series 65 and Series 66 licenses and has one year of industry experience, including prior work at Ameriprise and over a decade at Robert Half International. Northern Edge Wealth Management offers personalized financial planning and investment management, serving primarily retirement-plan and entity accounts. The firm’s research-driven investment approach focuses on long-term equity investments with an emphasis on dividend-growth stocks and uses a combination of in-house management and external managers.

Allen Van De Kreeke is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. He holds a Series 65 designation and has worked at ERTS Wealth Advisors, LLC since 2023. Outside of financial advisory, he was involved with Made in Nature for seven years. B.A. Roberts Financial Services provides investment advisory, financial planning, and retirement plan consulting to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $374 million in assets and employs a fiduciary standard with a primarily fundamental, long-term investment approach, while maintaining flexibility to adjust based on client needs and market conditions.

Bruce Roberts is a CFP®-certified financial advisor with 32 years of industry experience. He is the principal at B.A. Roberts Financial Services, Inc. in Marquette, MI, and has previously worked at Erts Wealth Advisors, Sagepoint Financial, and American General Securities. Outside of his advisory role, he is a member of Circle of Trust Properties, LLC, which owns the building housing his office. Roberts Financial Services provides investment advisory and planning services to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios that combine internal management with independent managers and emphasizes a long-term investment approach with flexibility to adjust strategies as needed.

Tanner Carriere is a financial advisor at Northern Edge Wealth Management with two years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise. Northern Edge Wealth Management is an SEC-registered investment adviser serving qualified retirement plans, pooled vehicles, institutional clients, and individual and high-net-worth clients. The firm follows a personalized, research-driven investment approach with an emphasis on long-term equity-oriented strategies and also selects external money managers for portions of client portfolios.

Jessica Kinonen is a financial advisor at B.A. Roberts Financial Services, Inc. with two years of industry experience. She holds a Series 65 designation and previously worked at Wealth Strategy Group for ten years. Kinonen serves as Vice President and Board Member of the Marquette County Police and Firefighters Fund. B.A. Roberts Financial Services provides investment advisory and planning services to individuals, families, trusts, businesses, and retirement plans. The firm operates as a fiduciary, offering customized portfolios through a combination of internal management and independent managers, with an emphasis on long-term investment strategies.

Justin Le Page is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Northern Edge Wealth Management and has prior experience at Ameriprise and Purshe Kaplan Sterling Investments. Northern Edge Wealth Management provides personalized financial planning and investment management services, focusing primarily on retirement-plan and other entity accounts. The firm employs a research-driven, long-term investment process with an emphasis on fundamental analysis and dividend-growth equities.

Billie Paveglio is a Series 66 licensed financial advisor with seven years of industry experience. She has been affiliated with Larson & Associates Ameriprise Financial Services, Inc. since 2016 and currently works at Northern Edge Wealth Management in Marquette, MI. Northern Edge Wealth Management provides personalized financial planning, discretionary and non-discretionary investment management, and advises qualified retirement plans. The firm serves a client base concentrated in retirement-plan and entity accounts, employing a research-driven, equity-oriented investment approach with emphasis on fundamental analysis and dividend-growth equities.

Ethan Hausmann is a financial advisor at KerberRose Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at KerberRose since 2020, following roles at Scott Ciullo Inc. and Aflac. Hausmann is also an author with publications on Amazon Kindle Direct Publishing. KerberRose Wealth Management is an independent firm serving individuals, high-net-worth clients, trusts, corporations, and retirement plans. The firm employs a multi-advisor approach, offering portfolio management and financial planning services using asset-allocation models informed by modern portfolio theory.

Alexandria Miller is a financial advisor at KerberRose Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has been with KerberRose since 2021. Prior to her advisory career, she worked at Lake Superior Christian Church and spent several years as a stay-at-home parent. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm utilizes asset-allocation models based on modern portfolio theory and offers integrated services through affiliated accounting and retirement plan administration firms.

Scott Ciullo is a financial advisor with KerberRose Wealth Management, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at APW Capital, Inc. and LPL Financial, LLC, with a career spanning roles in investment advisory and fixed life and annuity sales. Outside of his advisory work, he is involved in fixed life and annuity sales through Scott Ciullo, Inc. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Jesse Bell is a CFP® and ChFC® with 27 years of experience in financial advising. He currently works at Merit Financial Advisors and previously spent 15 years at Commonwealth Financial Network and 25 years at Bell Financial Services. Outside of his advisory work, he is a commercial pilot and flight instructor in Marquette, MI. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach utilizing centrally managed models overseen by an internal Investment Committee.

Connor Mason is a CFP® with five years of industry experience and is currently an advisor at Merit Financial Advisors. He previously worked at Commonwealth Financial Network and Bell Financial Services. Mason is also the owner of CWMFS, LLC, a private entity involved in securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients. The firm focuses on long-term, diversified portfolios managed through centrally overseen models and offers coordinated wealth-management services including financial planning and retirement plan advice.

Jacob Paupore is a financial advisor with Valic Financial Advisors in Negaunee, MI, holding a Series 66 designation and three years of industry experience. He has worked at Valic Financial Advisors since 2022 and is also appointed as an agent to sell non-securities insurance products for AGIA. Prior to this, he spent several years associated with Northern Michigan University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts with third-party model managers and overlay options.

Daniel Jeffries is an advisor at Integrity Alliance, LLC with Series 63 and Series 65 credentials. He has been working in the financial services industry since 2024, including roles at Hantz Financial Services and Flourish Financial Partners. In addition to his advisory work, he prepares tax returns and discusses tax savings strategies with clients through Ledford Tax & Financial Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing various investment approaches and custodial platforms.

Haley Wainio is a CFP® with four years of industry experience, currently serving as a financial advisor at CWM, LLC. Her previous roles include positions at Carson Wealth, ERTS Wealth Advisors, Mbank S.A., Huntington Bancshares Inc., Wells Fargo Bank, and Edward D. Jones & Co., L.P. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary account management with model portfolios overseen by an in-house Investment Committee and offers a range of services such as portfolio management, financial planning, and retirement-plan services.

Courtney Ter Mors is a financial advisor at Hantz Financial Services, Inc. in Marquette, MI, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Hantz Financial Services since 2004. Hantz Financial Services serves individual investors, charitable organizations, corporate clients, and retirement plan sponsors, offering financial planning, portfolio and wealth management, and fiduciary services. The firm employs model-driven ETF strategies and provides access to alternative investments and AI-assisted client data analysis, supported by a parent company structure that includes a trust bank and affiliated tax, business consulting, insurance, and mortgage services.

Jason Rolling is a financial advisor with CWM, LLC in Marquette, MI, holding Series 63 and Series 65 licenses and totaling nine years of industry experience. His prior roles include positions at Carson Wealth, ERTS Wealth Advisors, SagePoint Financial, and MBANK. He serves as a board member of the nonprofit Noquemanon Trail Network. CWM, LLC is an SEC-registered investment adviser with over 600 advisors serving individuals, families, institutions, and corporations. The firm manages discretionary portfolios using model strategies and combines fundamental and technical analysis, third-party sub-advisors, and customized tools to serve its clients.

Paul Storm is a CFP® professional with 14 years of industry experience, currently advising clients at Lincoln Investment. He has worked previously at Agia, Valic Financial Advisors, and River Valley Bank & Investments. Outside of his advisory role, he serves as chairman of his local church board and manages family-owned commercial and residential properties through LLCs. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house investment research team and a broad network of advisors.