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.

Natalie Mender is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 14 years of industry experience, including roles at LPL Financial and Wells Fargo Advisors LLC. Outside of her advisory career, she has been involved with Shady Lane Winery for over a decade. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm’s fiduciary-based model utilizes both proprietary and third-party strategies supported by technology platforms.

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.

Kevin Russell is a CFP® professional with 16 years of industry experience. He is currently with Mercer Global Advisors Inc. and has worked at Financial & Investment Management Group Ltd since 2002. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor strategies implemented through a combination of low-cost funds, separate account managers, and specialized programs.

Caitlin Falenski is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2011. She is based in Traverse City, MI. Outside of her advisory role, she serves on the finance committee and board of the Grand Traverse Regional Land Conservancy, a nonprofit organization focused on land protection. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and other clients. The firm offers a wide range of investment and consulting services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Dennis Prout is a financial advisor at Integrated Wealth Concepts LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Capital Asset Advisory Services, LLC and through his own firm, Prout Financial Design. Outside of his advisory work, he teaches at Northwestern Michigan College and serves as president of the board for the Grand Traverse Pavilions Foundation. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios comprising mutual funds, ETFs, equities, and fixed income.

Christopher Minkin is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 13 years of industry experience. He previously worked at Nationwide Investment Services Corp for 10 years before joining Voya Financial Advisors in 2022. He serves on the Board of Directors of the Traverse City Curling Club, a nonprofit organization that promotes the sport of curling in the local area. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides a range of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily operating through non-discretionary advisory arrangements.

Brandon Hale is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 19 years of industry experience. He has worked at The Huntington Investment Company since 2007 and was affiliated with Ameriprise Financial Services, LLC for one year. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that includes third-party sub-managers and proprietary Private Bank models.

Bruce Anderson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at firms such as Sigma Financial Corporation and Cetera, spanning over a decade before joining Transamerica. Outside of his advisory work, he serves as a high school golf coach at Grand Traverse Academy. Transamerica Retirement Advisors serves employer-sponsored retirement plan participants and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary software and model portfolios provided by Morningstar Investment Management, with a focus on asset allocation and retirement guidance for a broad client base.

David Cadarette Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and eight years of industry experience. Prior to joining AE Wealth Management in 2024, he worked at Horter Investment Management for seven years. He is also the owner of CLC Insurance Benefits, where he is involved in insurance sales and services. Additionally, he facilitates estate planning document services, coordinating client access to related platforms. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Justin Neilson is a financial advisor with Hantz Financial Services, Inc., holding Series 63 and Series 65 credentials and one year of industry experience. He has worked at Hantz Financial Services since 2020 and previously held positions at Limitless Investment and Capital, Northwood University, North and Kidd, Southwestern Michigan College Soccer, and Delta College. Hantz Financial Services, Inc. is an enterprise investment adviser and registered broker-dealer managing approximately $10 billion in client assets. The firm serves individual investors, corporate clients, and retirement plan sponsors through a multi-advisor platform, offering financial planning, wealth management, and a range of investment strategies focused on diversified, ETF-centered model portfolios.

Hans Mathiak is a financial advisor with Fifth Third Securities, Inc. in Traverse City, Michigan. He holds a Series 66 designation and has 23 years of industry experience. Mathiak has been with Fifth Third Securities since 2012. Outside of his advisory role, he performs nominal labor for private road maintenance in Lake Leelanau, Michigan. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and third-party portfolio management, and combines its municipal-advisor registration with a corporate affiliation to a large bank.

Renee Egelski is a CFP® professional with 15 years of experience in financial advising. She has worked at Mercer Global Advisors Inc. since 2018 and has also been affiliated with Financial & Investment Management Group Ltd since 2006. 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 employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Joseph Wieske is a CFA® charterholder with 38 years of industry experience. He is currently with The Huntington Investment Company and previously worked at Ameriprise Financial Services, LLC and Incapital LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party and affiliate managers across multiple wrap-fee programs on the Envestnet MAS platform.

Heidi Cartwright is a financial advisor with Integrated Wealth Concepts LLC in Traverse City, MI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her prior roles include positions at LPL Financial, Geneos Wealth Management, Capital Asset Advisory Services, and Wfg Investments. She also operates Prout Financial Design, an investment-related business she has managed since 2009. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement advisory services, implementing customized portfolios with a long-term focus using a range of investment vehicles and overseeing third-party managers.

Nathaniel Prout is a Series 65-licensed advisor at Integrated Wealth Concepts LLC with three years of industry experience. He has operated Prout Financial Design since 2014 and joined Integrated Wealth Concepts in 2025. In addition to his advisory role, he is involved in fixed annuities, fixed life insurance, and long-term care products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a mix of internally managed and third-party strategies with a primarily long-term investment approach.

Erik Lamp is a financial advisor with The Huntington Investment Company in Traverse City, MI, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at The Huntington National Bank since 2011, including his current role with The Huntington Investment Company beginning in 2011. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model with multiple wrap-fee programs and integrates third-party and proprietary investment strategies.

David Jung is a CFP® professional with 38 years of industry experience. He has been affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA since 1995 and has operated Dave Jung & Associates since 1991. His background includes ownership of a non-variable insurance agency in Williamsburg, MI. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives, operating an open-architecture platform with multiple custodians and third-party money managers.

Brandon Luck is a financial advisor with Hantz Financial Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Hantz Financial Services, his work history includes roles at various companies such as Melalevca and Amazon. 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 financial planning, portfolio management, and fiduciary services, supported by affiliated entities including a state-chartered trust bank and in-house tax and consulting services.

James Kingsley is a financial advisor with The Huntington Investment Company in Traverse City, MI, holding Series 63 and Series 66 registrations and four years of industry experience. His work history includes roles at Ameriprise, Bank of America, and Huntington National Bank. Outside of finance, he previously operated The Greener Cleaner Carpet Cleaning business for six years. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party sub-managers and proprietary Private Bank models within an open-architecture approach, offering portfolio management, trade execution, and overlay services.