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.

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.

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.

Marc Ruemmler is a financial advisor with Stonepath Wealth Management in Traverse City, MI, holding a Series 66 license and three years of industry experience. His previous roles include positions at SPWM Advisors LLC and Cambridge Investment Research. Outside of advising, he is an independent insurance agent with SPWM Insurance Agency. Stonepath Wealth Management provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients, including high-net-worth individuals, trusts, and charitable organizations. The firm constructs customized, primarily long-term portfolios using a mix of low-cost mutual funds, ETFs, individual securities, and independent manager strategies.

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 firms including The Leaders Group, Inc., and her own Bandli Financial LLC. Bandli is also co-owner of Fresh Coast Host, a vacation rental business. Success Wealth Management LLC provides advisory services to individuals and high-net-worth clients, offering discretionary asset management, financial planning, and consulting. The firm customizes asset allocation using Modern Portfolio Theory and integrates technology tools to support client service.

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 a financial advisor with Signature Equity Partners, LLC, holding a Series 66 credential and 24 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Cetera Investment Services, LPL Financial, and Merrill. He is also an independent insurance agent involved in the sales and marketing of fixed annuities and non-variable insurance. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure of 34 advisors and uses the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.