Mark Aigner is a financial advisor with Saxony Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Saxony Securities since 2013. Saxony Capital Management serves individuals, including high-net-worth clients, as well as institutional clients such as retirement plans, trusts, charitable organizations, and corporations. The firm operates a multi-team model with 38 advisors and offers discretionary asset management alongside financial planning and consulting, employing a range of investment strategies including fundamental, technical, and quantitative analysis.

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.

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.

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 currently serving at Signature Equity Partners, LLC since 2026. He previously worked at SPWM Advisors LLC and Cambridge Investment Research Advisors, Inc., among other firms. Outside of his advisory role, he 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 employs a multi-team structure and offers portfolio management and consulting services tailored to client profiles, utilizing the Vision2020 Wealth Management Platform and other portfolio management tools.

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.

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.

Matthew Conway is a financial advisor with Hightower Advisors in Traverse City, MI, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at LPL Financial and Ally Financial. Outside of advisory work, he is employed part-time by Uber. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Theodore Rammelkamp is a financial advisor with Empower Advisory Group in Traverse City, MI, holding Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at Bankers Life, Prudential Insurance, and Dr Pepper. He currently receives trailing commissions from previously sold business with no ongoing solicitation or servicing responsibilities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates.

Patrick Blume is a financial advisor with Fifth Third Securities, Inc. in Traverse City, MI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Fifth Third Securities since 2008. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on its Passageway Managed Account platform.

Michael Dib is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent eight years with Grand Traverse Pathology, LLC. Outside of his financial work, he serves as a junior officer at the Empire Masonic Lodge No. 597 F. & A. M., a fraternal organization involved in local community activities. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm integrates fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Natalie Mender is a financial advisor with Private Advisor Group, LLC in Traverse City, MI, holding a Series 66 designation and bringing 14 years of industry experience. Her prior experience includes eight years at Wells Fargo Clearing and two years at LPL Financial LLC. In addition to her advisory work, she has been involved with Shady Lane Winery since 2008. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model and utilizes various technology platforms and third-party managers to implement a range of investment strategies.

Christopher Radu is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes prior roles at Morgan Stanley from 2007 to 2015. Outside of his advisory work, he is a one-quarter owner of a local excavation and concrete business in Traverse City, Michigan. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing a range of strategies and technology platforms while offering access to proprietary and third-party managed account solutions.