Amy Peirce is a financial advisor with Harbour Investments, Inc. in St. Joseph, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has worked at Harbour Investments and Your Center for Investments since 2002. Peirce serves on the advisory board of Lory's Place, a nonprofit providing grief support. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to create customized portfolios using a range of investment vehicles, and provides ongoing account monitoring and model-based solutions through a subscription platform.

Karla Middleton is a financial advisor at Kovack Advisors, Inc. with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has been with Kovack Advisors and Kovack Securities since 2011, following a one-year tenure at VOYA Financial Advisors. Middleton also manages her own investment advisory business under the name Middleton Financial. Kovack Advisors, Inc. is a multi-team registered investment adviser with around 260 advisors and more than $6 billion in client assets. The firm serves a diverse clientele including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing both internally created models and third-party managers to manage portfolios.

Craig Anderson is a financial advisor with Harbour Investments, Inc. in St. Joseph, Michigan, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, Anderson operates a hospitality bed and breakfast from his home and is an author working on multiple books available on Amazon. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Gregory Lannigan is a financial advisor with Harbour Investments, Inc. and Family Focused Financial, holding a Series 66 designation with six years of industry experience. Prior to his advisory roles, he spent ten years at Great Lakes Eye Care, where he continues to serve as a trainer in his spare time. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and access to multiple investment strategies through both discretionary and non-discretionary services.

David Nieset is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 63 designation and 36 years of industry experience. His prior roles include positions at Generational Wealth Management, LPL Financial LLC, and Avantax, among others. He is also involved in tax preparation and accounting services through The Business Center. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and pension and profit-sharing plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, typically implementing client strategies through third-party sub-advisers and model portfolios on either a discretionary or non-discretionary basis.

Carol Fasbender is a CFP® with 39 years of industry experience, currently affiliated with Harbour Investments, Inc. and Your Center for Investments, where she has worked since 2000. In addition to her advisory role, she is an independent insurance agent focusing on equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing customized strategies that include mutual funds, ETFs, fixed income, annuities, and model-based solutions.

Zayne Neumann is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Harbour, he held roles at Family Focused Financial, State Farm, and various banking institutions. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and participant account management with multiple investment approaches tailored by individual advisors and approved third-party managers.

Adam Hentz is a financial advisor at Fifth Third Securities, Inc. based in St. Joseph, Michigan, holding Series 63 and Series 65 registrations with four years of industry experience. He has worked at Fifth Third Securities since 2022 and has been with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

Greg Hildebrand is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 25 years of industry experience. His career includes roles at KeyBank N.A., TIAA-CREF, LPL Financial, Planmember Securities Corporation, and MSI Financial Services. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model for portfolio implementation and emphasizes non-discretionary management with integrated services from KeyCorp affiliates.

Alan Gort is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in tax preparation and financial planning services and owns a beach house rental property in Port Aransas, Texas. Lincoln Investment is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm’s investment approach includes advisor-led consulting, model portfolios managed by an in-house Investment Management & Research team, and the use of third-party managers and platforms tailored to client objectives.

Beth Marsh is a financial advisor with Fifth Third Securities, Inc. in St. Joseph, Michigan, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at Fifth Third Securities and Fifth Third Bank since 2018, following prior roles at The Huntington Investment Company and FMB Community Bank. Fifth Third Securities, Inc. serves a wide range of individual and institutional clients through investment advisory and brokerage services. The firm offers various managed account programs and third-party portfolio management options tailored to client risk profiles, operating as a wholly owned subsidiary of Fifth Third Bank.

Victoria Gort is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years at Legend Equities Corporation. In addition to her advisory role, Gort operates Executive Tax & Financial Services, where she provides tax preparation, long-term tax planning, and estate planning advisory services. She also holds an insurance agent license and manages a beach house rental business. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Anna Zlotnicki is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 credentials and has two years of industry experience. Her prior work includes roles at Fifth Third Bank and GRM Marketing. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers with advisor-managed options, supported by a platform that includes direct indexing and tax-overlay services.

Richard Sanders is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Robert Baird & Co. since 2019, following 21 years at J.J.B. Hilliard, W.L. Lyons, Inc. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing internal research and model-traded strategies with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Michael Constantine is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 32 years of industry experience. He has been with Ameriprise since 2005, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in real estate ownership through business entities that hold commercial and land properties. Ameriprise is a large institutional firm offering retirement-income planning services primarily to individuals with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions and uses a combination of research, modeling, and automated tools to generate tailored retirement income recommendations.

Jenna Everett is a CFP® professional with 37 years of industry experience, currently advising at Ameriprise since 2020. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she has business ownership in a non-investment-related real estate venture. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations in partnership with financial advisors.

John Medaris is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Cambridge Investment Research Advisors since 2018, and previously worked at Signator Investors, Inc. Medaris also serves as president of Medaris Financial Management, Inc., an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals.

Michael Kinney is a Series 66 licensed advisor at Stifel with 18 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services that incorporate proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tyler Streu is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds a Series 66 designation and has a diverse work history including roles at Thrivent Financial, Siena Heights University, and Duffield and Pastrick Family Funeral Home. Outside of his financial advisory role, he serves as Vice-Chairman of Salem Lutheran Church and Vice President of the Paw Paw Lake Rotary Club. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option but does not provide portfolio management for institutional clients.

Jennifer Salmon is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. She holds the Series 66 designation and is based in Niles, Michigan. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of more than 23,700 advisors.