Jeffrey Keen is a financial advisor at AZA Capital Management with 16 years of industry experience. He has worked at AZA Capital Management since 2005. Outside of his advisory role, Mr. Keen owns Broadreach Enterprises, LLC, a non-investment business focused on maintaining operational continuity through an off-site office location. AZA Capital Management serves individuals, families, financial advisors and their clients, institutions, retirement plans, and charitable organizations. The firm uses a combination of quantitative analysis and qualitative research to implement tactical, multi-factor asset allocation strategies primarily through index-based ETFs and dynamic equity and fixed-income exposures.

Luke Mooi is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI. He holds a Series 65 designation and has nine years of industry experience. He has been with Centennial Wealth Advisory in various capacities since 2014. 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 approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, often recommending third-party money managers and coordinating custody through major custodians.

Carey Tafelsky is a CFP® professional with 11 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2014. She is a member of the investment committee at Old Mission Trust Company, where she participates in trust administration, investment management, tax management, and related fiduciary services. Old Mission Investment Company is an independent, fee-based advisory firm that manages approximately $929 million for over 1,000 clients through a team of eight advisors. The firm provides investment management, financial planning, and estate-and-wealth coordination using fundamental analysis and asset-allocation driven model portfolios tailored to client risk profiles.

Lauren Golba is a financial advisor at Stonepath Wealth Management with eight years of industry experience. She holds a Series 66 designation and has worked previously at Cambridge Investment Research Advisors, Inc., Cambridge Investment Research, Inc., and Huntington National Bank. Outside of her advisory role, she serves as a board member of the Woodland Office Center Association. Stonepath Wealth Management serves individuals, trusts, estates, businesses, and employer retirement plans by providing discretionary investment management, financial planning, model portfolios, and retirement plan advisory services. The firm employs a fiduciary-driven investment process that combines fundamental and technical analysis to build diversified portfolios with a long-term focus while actively monitoring and adjusting client accounts.

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.

Susan Wipperman is a CFP® and Series 65-registered advisor with Old Mission Investment Company, LLC, where she has worked since 2017. She has eight years of industry experience and previously spent 12 years at Fifth Third Bank. Outside of her advisory role, she serves on the board of directors for B May Bags, a women's handbag manufacturer, and participates on the investment committee of Old Mission Trust Company. Old Mission Investment Company is an independent, fee-based advisory firm serving over 1,000 clients with investment management, financial planning, and estate coordination. The firm employs fundamental analysis and asset allocation through model portfolios built with non-proprietary funds and individual securities, favoring long-term, low-turnover strategies tailored to client risk profiles.

Daniel Grix is a financial advisor at Success Wealth Management LLC with a Series 65 designation and two years of industry experience. He has been associated with Success Wealth Management since 2024 and also maintains a role at Modern District Financial, where he has worked since 2018. Prior to his advisory career, he worked at Apache Trout Bar and Grille for two years. Success Wealth Management LLC serves individuals and high-net-worth clients with discretionary asset management, financial planning, and consulting services. The firm employs Modern Portfolio Theory and customizes asset allocation based on clients’ goals and risk tolerances, while utilizing technology for marketing and meeting support but not for investment decisions.

Joseph Carpenter is a CFP® with 12 years of industry experience currently serving at Centennial Wealth Advisory, LLC. He has worked at several firms, including Hantz Financial Services and Personal Capital Advisors Corporation. He is also a producer for fixed and indexed annuities through CWA Financial. 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 long-term trading and outside money manager selection.

Jack Klunder is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, holding a Series 65 registration and eight years of industry experience. He has worked with Centennial Wealth Advisory since 2018 and also has a 20-year history with Who Did That Concrete and McBain Rural Agricultural School. Outside of advising, he is a licensed insurance agent and offers insurance products to clients alongside his advisory services. Centennial Wealth Advisory, LLC provides discretionary portfolio management primarily to individuals, high-net-worth clients, and business entities. The firm utilizes fundamental analysis and modern portfolio theory, focusing on long-term trading and outside money manager selection, while also offering tax preparation services and working with third-party investment advisers.

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 with Beck Bode LLC in Traverse City, MI, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She previously worked for LPL Financial for eight years. Outside of her advisory role, she has been involved as a sales consultant for Mary Kay. Beck Bode serves individuals, families, and 401(k) plans, offering portfolio management, financial planning, and pension consulting, with additional accounting and tax preparation services. The firm employs fundamental analysis across multiple strategies and provides subadviser services to other advisors while managing accounts on a discretionary basis within a fiduciary framework.

Jeffrey Johnson is a financial advisor with Old Mission Investment Company, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Old Mission since 2006 and previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Clearing. Johnson serves on the board of directors for Old Mission Trust Co LLC, an affiliated trust company. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients through a team of eight advisors. The firm offers investment management, financial planning, and estate and wealth coordination services, typically employing long-term, low-turnover strategies using primarily non-proprietary mutual funds, ETFs, and individual securities tailored to client risk profiles.

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.

Ryan Knabusch is a financial advisor at Old Mission Investment Company, LLC with nine years of industry experience. He holds the Series 65 designation and has previously worked at Sandbox Financial Partners LLC, Sculati Wealth Management, LLC, and Plante Moran Financial Advisors. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients through a team of eight advisors. The firm offers investment management, financial planning, and estate and wealth coordination services, primarily using long-term, low-turnover strategies based on fundamental analysis and asset-allocation driven model portfolios.

Chelsey Koster is a financial advisor at SB Advisory, LLC with six years of industry experience. She holds the Series 66 credential and has previously worked at Next Financial Group, Principal Securities Inc., and Advantage Benefits Group. Outside of her advisory role, Koster serves as a board member for the Young Leaders Society of United Way, where she participates in community fundraising and volunteer events. SB Advisory, LLC is an SEC-registered multi-team advisory firm managing over $1.1 billion for more than 2,600 clients. The firm serves individuals, businesses, and retirement plans, providing primarily non-discretionary portfolio management and financial planning services using a combination of fundamental, technical, and qualitative analysis.

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.