Nolan Baldwin is a financial advisor at Stonepath Wealth Management in Traverse City, MI, holding a Series 65 designation. He has one year of industry experience and previously worked at Philip Simmons High School for four years. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a customized, fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios, generally taking a long-term approach while actively managing client accounts.

Jonathan Torbet is a financial advisor at Centennial Wealth Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory since 2011. The firm serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. Centennial Wealth Advisory combines fundamental analysis and modern portfolio theory with a long-term trading focus, often recommending third-party money managers and coordinating custody through major custodians.

Matthew Golba is a financial advisor with Stonepath Wealth Management in Traverse City, MI, holding a Series 66 designation and 18 years of industry experience. He previously worked at Cambridge Investment Research and its advisory affiliates from 2012 to 2023 before joining SPWM Advisors LLC. Outside of advisory work, Golba serves as a board member for the Legacy Aviation Learning Center, a charitable organization. Stonepath Wealth Management provides discretionary investment management, retirement-plan advisory, financial planning, and consulting services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies, supported by both fundamental and technical research.

Daniel Grix is a financial advisor at Success Wealth Management LLC in Traverse City, MI, holding a Series 65 credential with one year of industry experience. He has worked at Success Wealth Management since 2024 and is also involved with Modern District Financial, where he has been active since 2018. Prior to his financial career, he worked at Apache Trout Bar and Grille from 2015 to 2017. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and conducts regular account reviews, employing third-party sub-advisors while maintaining primary client contact.

Joseph Carpenter is a CFP® professional with 11 years of industry experience, currently serving at Centennial Wealth Advisory, LLC. His prior roles include positions at Hantz Financial Services and Personal Capital Advisors Corporation. In addition to his advisory work, he is a producer for fixed and indexed annuities under CWA Financial. Centennial Wealth Advisory serves individuals, high-net-worth clients, and corporations by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, often recommending third-party money managers and coordinating custody through major custodians.

Jack Klunder is a Series 65-registered advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, where he has worked since 2018. He has seven years of industry experience and also operates Who Did That Concrete and is involved with McBain Rural Agricultural School. In addition to his advisory role, Klunder is a licensed insurance agent and offers insurance products to clients. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. The firm’s investment approach integrates fundamental analysis and modern portfolio theory with a focus on long-term strategies tailored to client risk tolerances.

Leah Vanden Bos is a financial advisor at Centennial Wealth Advisory, LLC in Traverse City, MI. She holds a Series 65 designation and has been with the firm since 2022. Prior to her current role, she gained experience working in various academic positions at Grand Valley State University from 2020 to 2024. Centennial Wealth Advisory, LLC provides discretionary portfolio management for individuals, high-net-worth clients, and business entities, focusing on long-term trading and the use of outside money managers. The firm also offers tax preparation services and employs an investment approach based on fundamental analysis and modern portfolio theory.

Tammy Stoerkel is a financial advisor at Beck Bode LLC in Traverse City, MI, holding Series 65 and Series 63 designations with 22 years of industry experience. She has worked with LPL Financial since 2014. Outside of her advisory role, she is involved as a Mary Kay sales consultant. Beck Bode serves individuals, families, and 401(k) pension and profit-sharing plans with portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and offers a range of strategies, including Growth, Income Growth dividend-focused, and a short-term Options approach, while also providing subadviser services and ancillary accounting and tax preparation.

Ashley Smith is a financial advisor at Centennial Wealth Advisory, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Centennial Wealth Advisory since 2019. Prior to joining Centennial, she was employed at Shipt and Concorde Financial Group. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities with discretionary portfolio management, investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading and documents client risk tolerances to guide discretionary decisions.

Arthur Canfield is a financial advisor at Centennial Wealth Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory in various capacities since 2012. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading strategies, often recommending third-party money managers and coordinating custody through major custodians.

Brian Zezula is a Series 65-licensed advisor at Centennial Wealth Advisory, LLC with one year of industry experience. Prior to joining Centennial Wealth Advisory, he spent 25 years working at Clarkston Community Schools. Centennial Wealth Advisory provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, utilizing fundamental analysis and modern portfolio theory within a long-term investment approach. The firm also offers tax preparation services and collaborates with third-party investment advisers to manage client assets.

Steven Adams is a financial advisor at Stonepath Wealth Management with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, Adams is also an insurance agent with Stonepath Insurance Agency LLC, where he meets with clients to address insurance needs such as annuity products and life insurance. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans with discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios, taking a long-term approach while actively monitoring and adjusting accounts as needed.

Raymond Jager is a financial advisor at Centennial Wealth Advisory, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at 4Front Credit Union and State Savings Bank. Jager is also a licensed insurance agent. Centennial Wealth Advisory, LLC provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, combining fundamental analysis and modern portfolio theory with a focus on long-term trading and the use of outside money managers. The firm also offers tax preparation services and collaborates with third-party advisors for portions of client assets.

Kelly Bandli is a financial advisor at Success Wealth Management LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Leaders Group, Inc. and American Senior Benefits. Bandli is also the president of Bandli Financial Inc., where she manages and trains agents in insurance and investment services, and co-owns Fresh Coast Host, a vacation rental business. Success Wealth Management provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm uses a goal-based, Modern Portfolio Theory approach and offers ongoing portfolio management, full financial plans, and consultation services.

Matthew Desmond is a CFA® charterholder based in Traverse City, MI, with 13 years of industry experience. He has worked at Dynamic since 2019 and previously spent six years at Financial & Investment Management Group Ltd. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, pension plans, businesses, and other registered investment advisers. The firm emphasizes a long-term, client-specific portfolio construction process and provides a range of services including portfolio management, financial planning, retirement plan services, and sub-advisory support.

John Puetz is a financial advisor at RWA Wealth Partners with 15 years of industry experience. He holds a Series 65 designation and previously worked at Lejeune Puetz Investment Counsel LLC for 27 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach with an open-architecture platform and provides customized fixed income and cash management through internal credit analysis and a broad dealer network.

Robert Hughes is a financial advisor at SB Advisory, LLC with 40 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Principal Securities, Principal Life Insurance Company, and Next Financial Group. Outside of his advisory work, Hughes serves on several nonprofit boards, including Friends of West MI PAC and Michigan Trails Fund, and is active in organizing charitable events such as the Grand Rapids Gran Fondo and Armed Forces Thanksgiving. SB Advisory, LLC is a multi-team advisory firm serving individuals, businesses, and retirement plans, managing over $1.1 billion primarily on a non-discretionary basis. The firm offers portfolio management and various financial planning services, utilizing a combination of fundamental, technical, and qualitative analysis to tailor client portfolios.

Bari Bell Jr. is a financial advisor at Regal Investment Advisors LLC with 41 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Regal Investment Advisors since 2011 and Regulus Financial Group since 2014. Outside of advisory work, he is involved in insurance sales, including term and life insurance with Jackson National Life and fixed insurance with Pacific Life. Regal Investment Advisors LLC provides discretionary investment management services through independent financial advisers, serving individual, charitable, and corporate clients. The firm offers proprietary and third-party model portfolios, granting Regal authority to implement and manage strategies on behalf of clients.

Craig Leppien is an investment advisor representative at Signature Equity Partners, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors, Inc. and Cetera Investment Services LLC. In addition to his advisory role, he is an independent insurance agent involved in the sales and marketing of fixed annuities and non-variable insurance products. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of independent advisory affiliates using a variety of model-based investment programs.

Tyler Baer is a Series 66-credentialed financial advisor with one year of industry experience, currently with Packerland Brokerage Services, Inc. in Traverse City, MI. He has experience in real estate as a licensed agent at Manitou Commercial Real Estate, LLC, and operates Tyler Baer Coaching, providing leadership development and executive coaching services. Prior roles include work with The Mitten Real Estate Group and Modern Health. Packerland Brokerage Services, Inc. serves a diverse client base including individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory services through multiple program options. The firm is dually registered as an SEC investment adviser and FINRA broker-dealer, managing over $900 million in client assets and providing both brokerage and advisory solutions.