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.

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 financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and 14 years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Cetera Investment Services LLC, and Chemical Bank. Outside of his advisory work, he is also a professional poker player who participates in various tournaments. 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, third-party money manager selection, and retirement-plan consulting through a network of independent advisory affiliates, utilizing model-based investment solutions and both discretionary and non-discretionary service options.

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.

Chelsey Koster is a financial advisor with SB Advisory, LLC, holding a Series 66 designation and five years of industry experience. Her career includes roles at Next Financial Group, Advantage Benefits Group Inc, and Principal Securities Inc. She serves as a board member of the Young Leaders Society at United Way, participating in community events and fundraising efforts. SB Advisory, LLC is a multi-team advisory firm with 34 advisors managing over $1.1 billion for more than 2,600 clients. The firm primarily provides non-discretionary advice to individuals, businesses, and retirement plans, employing a combination of fundamental, technical, and qualitative analysis in portfolio management.

Sara Hornick is a financial advisor with CreativeOne Wealth, LLC in Traverse City, MI, holding Series 63 and Series 66 licenses and having nine years of industry experience. Prior to joining CreativeOne Wealth in 2022, she worked at USA Financial Securities from 2016 to 2022. She is also involved with Hudson Agency, where she sells health and life insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

David Knight is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Signature Equity Partners, LLC. He has previously worked at SPWM Advisors LLC, Cambridge Investment Research Advisors, Inc., TD Ameritrade, Inc., and Scottrade Inc. Outside of his advisory role, Knight is also an independent insurance agent with SPWM Insurance Agency LLC. 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, utilizing model solutions and both discretionary and non-discretionary account structures.

Zachary Liggett is a CFA® with 15 years of industry experience, currently serving as a financial advisor at Dynamic. He previously worked at Financial & Investment Management Group Ltd for six years before joining Dynamic in 2019. Outside of his advisory role, he participates as a member in a local investment club, Common Cents Capital LLC, based in Traverse City, MI. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and other registered investment advisers. The firm offers portfolio management, financial planning, and advisory services, with an investment approach tailored to client goals, risk tolerance, and liquidity needs, and places a notable emphasis on supporting other advisers through technology and operational 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.

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.