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 30 years of industry experience, currently serving at Belpointe Asset Management LLC since 2019. His prior experience includes roles at Richmark Private Wealth Management and Berthel Fisher & Company Financial Services. Outside of his advisory work, Vanvoorhees teaches personal financial planning part-time at various universities, performs as a band and orchestra musician, and serves on the board of the Ignite the Arts Foundation in Michigan. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm provides discretionary investment management, financial planning, and retirement consulting, offering customized portfolios through a combination of internal construction and third-party managers across passive, active, tactical, and blended strategies.

William Schmidt is a financial advisor at Belpointe Asset Management LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at Belpointe since 2019, following an 11-year tenure at Premier Estate Planners, LLC. Outside of his advisory role, Schmidt owns and operates 1st College Planning Inc., a college planning service. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and a range of advisory relationships.

Robert Britton is a financial advisor with Creative Financial Designs, Inc. in Frankenmuth, MI, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Creative Financial Designs since 2014 and also owns Robert H Britton & Associates, LLC, which provides financial planning and related services. Creative Financial Designs serves a wide range of clients including individuals, charitable organizations, corporate clients, and employer retirement plans, offering discretionary and non-discretionary investment management alongside comprehensive financial planning. The firm utilizes asset-class model allocations based on third-party research and offers strategies ranging from passive ETFs to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

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.

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 ChFC®-designated financial advisor with 28 years of industry experience, currently serving at Procyon Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. He has previously worked at firms including Sigma Planning Corporation and Founders Financial Securities LLC. Outside of finance, he owns and operates businesses in farming and lawn and landscape services through Tiger Jones Outdoors LLC and St Helen Cabin Masters LLC. Procyon provides investment management, financial planning, retirement-plan advisory, institutional consulting, and model-portfolio services to a diverse client base, including individuals, high-net-worth families, trusts, businesses, retirement plans, registered investment advisors, pooled investment vehicles, and government clients. The firm manages approximately $9.2 billion in assets, offering primarily non-discretionary portfolio management through mutual funds, ETFs, equities, and fixed income, and supports its investment process with AI tools and access to external managers.

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.

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.

Manuel Sanchez is a financial advisor at Commonwealth Financial Network with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Commonwealth since 2003. Outside of his advisory work, he co-owns Sanchez Industries, Inc., which operates Baby Ellie Auto Spa, a car wash service in Saginaw, MI. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Liu Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Liu is also president of Synergy CPA Tax & Financial Services LLC, where they provide tax preparation, accounting, and consulting services. Their prior work includes 12 years at the State of Michigan and ongoing roles with WFGIA and Transamerica Financial Advisors. Transamerica Financial Advisors serves individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, including fee-based wrap programs, model portfolios, and access to third-party money managers.

Nathan Hudson is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bankers Life Advisory, Bankers Life Securities, and Bankers Life & Casualty. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of analytical strategies to implement investment decisions, managing approximately $49.8 billion for over 127,000 clients.

Grayson Miller is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and has worked in various roles across several companies, including Aptiv, Arbor Research and Trading, and United Wholesale Mortgage. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm employs ETF-based model portfolios supplemented by third-party money managers and offers a combination of advisory, brokerage, mortgage, and insurance services through affiliated entities.

Jonathon Chapman is a ChFC® credentialed financial advisor with 34 years of experience, currently with Hantz Financial Services, Inc. since 1999. He also has a longstanding association with Ray Miller Jr. dating back to 1991. Hantz Financial Services, Inc. serves a diverse client base including individual, high-net-worth, pension, charitable, corporate, and business owner clients. The firm focuses on financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance product services within its enterprise structure.