Lindsay Fitzpatrick is a CFP® with 12 years of industry experience, currently serving at Old Mission Investment Company, LLC since 2019. She previously worked at Rehmann Financial Network, LLC, Royal Alliance, and Rehmann Financial. Fitzpatrick serves as a Finance Committee Board Member for the YWCA of the Great Lakes Bay Region, reviewing financial statements and investment management for the nonprofit. Old Mission Investment Company is an independent, fee-based advisory firm with eight advisors that manages approximately $929 million for over 1,000 clients. 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.

Christopher Lamb is a financial advisor with Old Mission Investment Company, LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Old Mission Investments since 2006 and previously held positions at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Prudential Equity Group. Lamb also serves as president and CEO of Old Mission Trust Company, a corporate trust company providing trustee services. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients. The firm serves individuals, trusts, retirement plans, charitable organizations, and corporations with investment management, financial planning, and estate and wealth coordination, employing fundamental analysis and asset-allocation driven model portfolios focused on long-term, low-turnover 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 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.

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.

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.

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.

Marcus Hudson is a financial advisor with CreativeOne Wealth, LLC in Traverse City, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at USA Financial Securities from 2016 to 2022 and has owned Hudsons Agency LLC since 2012. Hudson is also an owner and executive partner of Hudson Agency, LLC, which provides life, health, accident, and property insurance services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.

Aaron Castaneda is a financial advisor with HBW Advisory Services LLC, holding a Series 65 designation and one year of industry experience. He has worked at Pathway Financial Design since 2021 and owns Integrity Window Cleaning, a window washing business. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach utilizing third-party money managers and model portfolios, serving a large client base with a mix of retail, institutional, and intermediary relationships.

Joshua Beitel is a Series 66-licensed financial advisor at Signature Equity Partners, LLC with 14 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Cetera Investment Services, Chemical Bank, Fifth Third Securities, and LPL Financial. Outside of his advisory work, he is a professional poker player participating in various tournaments throughout the year. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting.

Paul Smallwood is a financial advisor with Gateway Wealth Partners, LLC, holding CFP® and PFS™ designations and six years of industry experience. He has worked at Gateway Wealth Partners and LPL Financial since 2023 and previously spent four years at Fsc Securities Corp. In addition to his advisory role, he is a shareholder at Smallwood & Company, CPA, PLLC, where he provides tax compliance, planning, and accounting services. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and qualified employee benefit plans. The firm focuses on strategic asset allocation using primarily low-cost, diversified mutual funds and ETFs, supplemented by individual securities and Independent Managers, managing approximately $1.25 billion in assets.

Sara Hornick is a financial advisor with CreativeOne Wealth, LLC in Traverse City, Michigan, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at USA Financial Securities for six years and has been involved with Hudson Agency since 2015, where she is engaged in insurance and annuity sales. Hornick manages client portfolios through a mix of asset management and financial planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs discretionary portfolio management using proprietary models and third-party managers, serving high-net-worth and institutional clients with investment options that include ETFs, mutual funds, options strategies, and private investments.

David Knight is a CFP® professional with 12 years of industry experience. He is currently with Signature Equity Partners, LLC and has previously worked at SPWM Advisors LLC, Cambridge Investment Research Advisors, and TD Ameritrade, among others. Knight is also an independent insurance agent with SPWM Insurance Agency LLC. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates a multi-team structure of 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management and planning services.

Richard Lesley Jr. is a financial advisor at SPC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sigma Planning Corporation and Sigma Financial Corporation for 25 years. Outside of his advisory role, he manages a limited power of attorney for his mother. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm delivers tailored, discretionary investment advice through a large network of advisors and offers various account programs with custody and execution services primarily through Fidelity/NFS.

Heather Kilbourne is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to joining Fifth Third Securities and Fifth Third Bank in 2023, she worked at Wedbush Securities Inc. for eight years. Outside of her advisory role, she is a co-owner of Blueprint Investments LLC, a real estate and auto business. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with integrated supervisory and review processes.

Matthew Desmond is a CFA® charterholder with 13 years of industry experience. He is currently with Farther, where he has worked since 2026. Prior to that, he spent seven years at Dynamic Wealth Advisors dba Desmond Liggett Wealth Advisors and six years at Financial & Investment Management Group Ltd. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary models and algorithmic rebalancing, with a focus on ETFs, mutual funds, equities, and fixed income.

Donald Stellin is a financial advisor at Hightower Advisors in Traverse City, MI, holding a Series 66 designation with 25 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, since 2011. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment options including mutual funds, ETFs, alternative investments, and customized indexing.

Matthew Bohrer is a financial advisor at Mercer Global Advisors Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Mercer Global Advisors since 2019, following a 22-year tenure at Financial & Investment Management Group. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified portfolios with multi-factor tilts and tax management, using a range of investment vehicles and third-party platforms.

Amien Buyssens is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and has held various roles in education and local business prior to joining Hantz Financial Services. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies and offers a range of wealth management, retirement-plan advisory, and fiduciary services, supported by an array of affiliated financial and consulting businesses.