Regan Duperon is a financial advisor at DBS Investment Advisers, LLC with one year of industry experience. He holds the Series 65 designation and has been with DBS Investment Advisers since 2016. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm uses diversified allocations primarily in mutual funds and ETFs guided by modern portfolio theory and offers both discretionary and non-discretionary management through firm-developed or third-party model portfolios.

Theodore Schumann II is a CFP® and holds a Series 65 license with 16 years of industry experience. He has been with DBS Investment Advisers, LLC since 2010 and previously worked at Act Two Financial Advisors, LLC from 2021 to 2024. Outside of financial advising, he is involved in event planning and marketing through Great Lakes Events and Marketing, LLC, and has ownership interests in a real estate brokerage, intellectual property entity, and multiple Little Caesars franchise locations. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm employs diversified allocations mainly using mutual funds and ETFs, guided by modern portfolio theory and longer-term strategies, with portfolios tailored to client objectives, risk tolerance, and liquidity needs.

Ronald Haller is a financial advisor at RichMark Private Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at USA Financial Securities Corporation. He is also involved in business coaching through The Alternative Board, a fellowship of entrepreneurs. RichMark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by providing portfolio management, financial planning, and consulting services. The firm customizes strategies using various analysis methods and manages accounts both directly and through third-party platforms.

Zechariah Marotzke is a financial advisor at Richmark Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Smile America, University Lutheran Chapel, Q3 Asset Management, and the University of Michigan. Richmark Private Wealth Management serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other advisers by offering portfolio management, financial planning, and consulting services. The firm customizes investment strategies using various analysis methods and manages accounts both directly and through sub-advisers.

Blaise Zimmer is a financial advisor at Richmark Private Wealth Management with six years of industry experience. He holds a Series 65 designation and has previously worked in public school education. Outside of his advisory role, Zimmer owns a tree farm. Richmark Private Wealth Management serves individual clients, retirement plans, trusts, estates, and business entities, offering portfolio management and financial planning using a variety of investment methods and ongoing client review.

Kevin Sims is a financial advisor with Richmark Private Wealth Management in Frankenmuth, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Richmark in 2019, he worked at Capfinancial Securities, LLC and Captrust Financial Advisors. He is also licensed in insurance and has been involved in insurance sales since 1993. Richmark Private Wealth Management serves a diverse client base including individuals, retirement plan participants, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services, employing various analytical methods and both long- and short-term trading strategies, while managing accounts directly and through third-party platforms.

Taylor Hemphill is a financial advisor at Vertis Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Vertis Wealth and its predecessor firm since 2019. Outside of advisory work, he is an insurance agent, offering health and life insurance products. Vertis Wealth, LLC provides asset management and financial consulting services to individuals, charitable organizations, and corporations. The firm uses a long-term, value-oriented investment approach combined with strategic asset allocation, option strategies, and individualized portfolio management.

Mark Vanvoorhees is a CFP® with 31 years of industry experience and has been with Belpointe Asset Management LLC since 2019. Prior to Belpointe, he worked at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services, Inc. He teaches personal financial planning part-time at various universities and serves on the board of the Ignite the Arts Foundation, a nonprofit supporting arts development in Michigan. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers. The firm offers customized discretionary portfolio management and financial planning services, combining passive, active, and tactical strategies to meet client objectives across roughly 7,300 client relationships.

William Schmidt is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked with Belpointe since 2019, following 11 years at Premier Estate Planners, LLC. Outside of his advisory work, Schmidt owns and operates 1st College Planning Inc., providing college planning services. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through a network of 174 advisors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, institutions, and other advisers, utilizing customized portfolios that combine passive, active, tactical, and blended strategies.

Jonathan Gardey is a CFP® and CFA® affiliated with Modern Wealth Management, LLC, with 16 years of industry experience. He has worked at Modern Wealth Management since 2024 and is the managing member of Harrow Holding Group LLC, a commercial real estate holding company he has been involved with since 2000. Gardey also serves as chairman of the investment committee at Covenant Health Care. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized investment committee and a combination of model portfolios and third-party money managers.

Jeffery Gosen is a financial advisor at Founders Financial Securities LLC with 37 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role, he has operated Gosen Investments, LLC since 2013. Outside of finance, he is a joint owner of a family farm in Saginaw, Michigan. Founders Financial Securities serves a broad range of clients, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement consulting, and access to third-party asset managers, utilizing various investment programs and a combination of advisory, brokerage, and insurance services.

Melissa Seamon is a CFP® professional with 16 years of industry experience. She has worked at Modern Wealth Management, LLC since 2024 and previously spent 24 years at Gardey Financial Advisors LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and diverse investment tools.

Douglas Cellini is a CFP® professional with nine years of industry experience currently with Kingsview Wealth Management, LLC. His prior roles include six years at Edward Jones and two years at Horace Mann Investors, Inc. He also has experience managing a property business outside of his advisory work. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of proprietary and third-party investment strategies, including management of affiliated exchange-traded funds.

Paul Costa is a financial advisor at Corecap Advisors with 41 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, Costa is involved in insurance sales, specializing in life insurance, fixed annuities, and equity-indexed annuities. Corecap Advisors provides discretionary investment and portfolio management along with standalone financial planning to individuals, self-directed retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, using a variety of investment vehicles and sub-advisors to manage client portfolios.

Nicholas Elliott is a financial advisor with Hantz Financial Services, Inc. in Bay City, MI, holding a Series 66 designation and five years of industry experience. Prior to joining Hantz in 2021, he worked at Dick's Sporting Goods and Michigan State University among other positions. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension plans, and corporate clients. The firm provides financial planning and wealth management using ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and advanced technology platforms.

Jeremy Shafer is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked for Huntington Private Bank for ten years. Outside of advisory work, he manages the finances of a rental property. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and specialized consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Garrett Malmo is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining AE Wealth Management, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Malmo serves as a League Director for Michigan Youth Basketball, overseeing youth basketball games and acting as a point of contact for coaches. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Adam Chrysler is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwood University, Swan Valley Golf & Banquet, and Vondette Roofing. Hantz Financial Services serves a diverse client base including individual investors, high-net-worth households, pension and profit-sharing plans, as well as charitable and corporate clients. The firm employs ETF-based model portfolios supplemented by third-party managers and uses technology-driven methods such as automated tax-loss harvesting and AI-assisted data aggregation in its investment approach.

John Hereza is a financial advisor with PNC Wealth Management in Saginaw, MI, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has worked with PNC Bank since 2010 and PNC Investments since 2009. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm uses algorithmic risk assessments to guide portfolio strategy with implementation by approved third-party managers, focusing on mutual funds and ETFs with annual rebalancing.

Jacob Tragis is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding a Series 66 designation and eight years of industry experience. Prior to joining Hantz in 2018, he worked in the hospitality sector, including roles at Mountain Town Brewery, Olive Garden, and Bob Evans. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm emphasizes ETF-based model portfolios across varying risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.