Lindsay Fitzpatrick is a CFP® and holds a Series 66 license, with 13 years of experience in the financial industry. She has worked at Old Mission Investment Company, LLC since 2019 and previously held roles at Rehmann Financial Network, Royal Alliance, and Rehmann Financial. Fitzpatrick serves on the Finance Committee Board of the YWCA Great Lakes Bay Region, where she reviews financial statements, budgets, and investment management. Old Mission Investment Company is an independent, fee-based advisory firm managing approximately $929 million for over 1,000 clients. The firm offers investment management, financial planning, and estate and wealth coordination, utilizing 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, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Old Mission since 2006 and previously held roles at Purshe Kaplan Sterling Investments, Wells Fargo Clearing, and Prudential Equity Group. He also serves as President and CEO of Old Mission Trust Company, a corporate trust provider. Old Mission Investment Company is an independent, fee-based advisory firm serving individuals, trusts, retirement plans, charitable organizations, and corporations. The firm uses fundamental analysis and asset allocation-driven model portfolios focused on long-term, low-turnover strategies tailored to client risk profiles.

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 16 years of industry experience. He holds a Series 65 designation and previously operated Lejeune Puetz Investment Counsel LLC for 27 years before joining RWA Wealth Partners in 2023. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management strategies supported by internal credit analysis.

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 at CreativeOne Wealth, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at USA Financial Securities. Outside of advisory work, he is owner and executive partner of Hudson Agency, LLC, an insurance and annuity sales business. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, offering a range of investment options including ETFs, mutual funds, options strategies, and private investments.

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 financial advisor at Signature Equity Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has held prior roles at Cambridge Investment Research Advisors, Cetera Investment Services, Chemical Bank, Fifth Third Securities, and LPL Financial. Outside of his advisory work, Beitel participates as a professional poker player, competing in various tournaments. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm employs a multi-team structure with 34 advisors and utilizes the Vision2020 Wealth Management Platform to offer tailored portfolio management, financial planning, and retirement-plan consulting services.

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 at Signature Equity Partners, LLC with 12 years of industry experience. His prior roles include positions at SPWM Advisors LLC, Cambridge Investment Research Advisors, Inc., TD Ameritrade Investment Management, LLC, and Scottrade Inc. He also serves as 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 employs a multi-team structure of 34 advisors and offers tailored portfolio management and financial planning through the Vision2020 Wealth Management Platform, focusing on customized client solutions including tax management and socially responsible investing.

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. His prior work includes roles in education and service industries, including positions at Northwestern Michigan College and Bay Meadows Golf Course. Hantz Financial Services, Inc. serves a diverse range of clients including individuals, high-net-worth households, pension plans, charitable and corporate clients, and business owners. The firm offers financial planning and wealth management through ETF-based model portfolios and third-party managers, combining advisory, brokerage, mortgage, and insurance services.