Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked in dental practice roles alongside his advisory career. Brink continues to practice dentistry, seeing patients four days per week. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting primarily for individuals and retirement plans. The firm uses diversified mutual fund and ETF allocations guided by modern portfolio theory, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

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.

Donna Bowen is an investment advisor representative with Fairway Investment Group, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. She has previously worked at Paradigm Equities, Inc. and MEA Financial Services and spent 28 years employed at Bullock Creek Schools. Bowen is also active as an insurance representative at MEA Financial Services, with the ability to offer life and long-term care insurance products. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, along with individual clients, trusts, estates, and select businesses. The firm provides fee-based investment advisory and portfolio management services, emphasizing a non-discretionary investment approach supported by comprehensive client profiling and regular portfolio monitoring.

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.

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.

Jonathan Gardey is a CFP® and CFA® with 15 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been involved with Gardey Financial Advisors LLC and Harrow Holding Group LLC since 2000. Outside of his advisory roles, he serves as Chairman of the Investment Committee for Covenant Health Care, overseeing the hospital’s insurance reserves, endowment, and pension funds. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan support.

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.

Eric Sowatsky is an investment advisor representative with Avantax Planning Partners, Inc. He holds the PFS™ designation and has two years of industry experience. Prior to joining Avantax in 2023, he worked at Yeo & Yeo Wealth Management LLC and has been involved with several affiliated entities including a CPA firm where he serves as principal and head of the Saginaw tax department. He is also a member of the Michigan Agribusiness Association Grain Committee. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

Melissa Seamon is a CFP® professional with 15 years of industry experience. She is currently with Modern Wealth Management, LLC and has a longstanding tenure at Gardey Financial Advisors LLC. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, charitable organizations, broker-dealers, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services such as discretionary investment management, modular financial planning, tax planning, estate-planning assistance, and insurance solutions.

Steven Benzing is a financial advisor with John Hancock Personal Financial Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at John Hancock Distributors, LLC, John Hancock, and CUNA Mutual Group. Outside of his advisory work, he serves as a part-time football coach for Meridian Public Schools. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers written, generally framed financial plans, with implementation decisions left to clients.

Douglas Cellini is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for six years and held roles at Horace Mann Investors, Inc. and Coldwell Banker Professionals. Outside of advisory work, he owns and manages Cellini Properties LLC, a rental property business. Kingsview Wealth Management is an SEC-registered firm managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment options including ETFs sponsored by its internal asset-management group.

Andrew Matuzak is a financial advisor with Avantax Planning Partners, Inc. He holds the PFS™ designation and Series 63 license, and has five years of industry experience. Prior to his current role, he worked with Cetera Wealth Services, LLC and Avantax Investment Services Inc. Matuzak serves as treasurer for both the Rotary International Club of Saginaw Valley and the Thomas Township Business Association, participating actively in community organizations. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies overseen by an Investment Advisory Committee and offers tax-intelligent overlays and discretionary portfolio management.

Tara Stensrud is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She also serves as a principal at Yeo & Yeo, P.C., a full-service CPA firm where she leads a team providing tax and accounting services across various industries. Outside of financial advising, she is involved as a shareholder in several affiliated businesses providing wealth management, medical billing, consulting, and real estate services. Avantax Planning Partners offers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborations with CPA firms and registered representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by a centralized investment advisory committee and tax-intelligent overlays.

Peter Bender is a CFP®-certified financial advisor with 24 years of industry experience, currently with Avantax Planning Partners, Inc. He has held positions at Cetera Wealth Services, Avantax Investment Services, and Yeo & Yeo Wealth Management, among others. Outside of his advisory work, he serves as Executive Director of the St. Lorenz Church Foundation and holds various trustee and board roles in nonprofit and community organizations. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies, discretionary portfolio management, and offers tax-intelligent overlays, operating within a larger corporate group that includes broker-dealer, investment adviser, insurance, and pension consulting affiliates.

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.

William Jones Jr. is a financial advisor with Procyon and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, with prior roles at firms including Sigma Planning Corporation and Oliver Lagore Vanvalin Investment Group. Outside of his advisory work, he is the sole owner of Tiger Jones Outdoors LLC, a farming and land management business, and St Helen Cabin Masters LLC, which provides lawn and landscaping services. Procyon serves a broad client base including individuals, high-net-worth clients, families, trusts, businesses, and institutional investors. The firm offers investment management, financial planning, retirement plan advisory, and consulting services, employing a fundamentally driven, customized investment process utilizing mutual funds, ETFs, individual equities, and fixed income.

Andrew Boerma is a CFP® with one year of industry experience, currently advising at The Huntington Investment Company. His prior roles include positions at SYM Financial Advisors, Benjamin F. Edwards, Isabella Community Credit Union, and earlier experience in non-financial sectors such as Enterprise Rent-A-Car and Dick’s Sporting Goods. 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, offering a range of wrap-fee programs that combine third-party and proprietary portfolio management strategies.

Nicholas Elliott is a financial advisor at Hantz Financial Services, Inc. with five years of industry experience. He holds the Series 66 designation and has previously worked at Dick's Sporting Goods, Michigan State University, and several other organizations. Hantz Financial Services, Inc. serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform managing approximately $10 billion in assets. The firm focuses on diversified, ETF-centered model portfolios, asset allocation, and periodic rebalancing, while offering a range of services including financial planning, portfolio management, and retirement consulting.

Steven Ringgold is a CFP® with 18 years of industry experience currently serving as a financial advisor at The Huntington Investment Company. His prior work includes roles at Ameriprise Financial Services, LLC and TCF National Bank, among others. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank strategies.

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.