Corby Kiss is a financial advisor at Harbour Investments, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Harbour Investments since 2006. Prior to and during his time at Harbour, he was also affiliated with Raba and has operated Kiss Financial Services and been involved with Amway Quixstar. Outside of his advisory role, he serves as a FINRA arbitrator and provides pre-paid legal services and identity protection. Harbour Investments offers investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate clients, retirement plans, and other financial advisors. The firm utilizes a combination of fundamental and technical analysis to create customized investment strategies across various asset classes and provides both discretionary and non-discretionary portfolio management.

Jacob Schumaker is a CFA® charterholder with 10 years at Plante Moran Financial Advisors and 4 years of industry experience. He is based in Portage, MI, and has worked exclusively with Plante Moran Financial Advisors since 2016. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base, including individual, institutional, and charitable entities. The firm employs strategic asset allocation, written investment policies, and a combination of fundamental, technical, and proprietary equity valuation methods to manage approximately $25 billion in assets across discretionary and non-discretionary arrangements.

Carl Doerschler is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Rose Street Advisors, LLC and his own firm, Doerschler & Associates Wealth Management LLC, where he remains actively involved. He also serves as a Notary Public in Michigan. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Christa Leson is a CFP® and holds a Series 65 license, working with Plante Moran Financial Advisors in Portage, MI. She has eight years of industry experience, including nine years at Plante Moran Financial Advisors. Christa's background includes roles at St Cloud State University before joining her current firm. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm employs a range of analytical methods and manages portfolios through discretionary and non-discretionary arrangements, supported by its affiliation with the broader Plante Moran enterprise.

Ian Randall is a CFP®-designated financial advisor with Plante Moran Financial Advisors, based in Portage, MI. He has four years of industry experience and has been with Plante Moran Financial Advisors since 2019. His prior work includes roles at Northville Hills Golf Club and Palatine Hill Wealth Management. Plante Moran Financial Advisors serves individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning, investment advisory, and estate-planning services, utilizing a mix of fundamental, technical, and proprietary equity valuation methods to manage portfolios through discretionary and non-discretionary arrangements.

Tyler Soares is a CFP® and CFA® professional with three years of industry experience, currently serving as an advisor at Zhang Financial. His prior experience includes roles at Wellington Management, Morgan Stanley, and JP Morgan. Zhang Financial is a fee-only investment adviser managing approximately $8.37 billion in regulatory assets, offering discretionary and non-discretionary portfolio management, financial planning, pension and retirement plan consulting, and institutional advisory services to individuals, charities, corporations, and government entities. The firm employs a blend of fundamental, technical, and cyclical analysis with various investment strategies and maintains formal affiliations providing tax preparation and estate planning services.

Zachary Saltzgaber is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 66 designation. His prior work includes roles at Ernst & Young and Byron Center Public Schools. M HOLDINGS SECURITIES, Inc. serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and a combination of in-house portfolio management and third-party sub-advisors.

Leslie Mc Cullough is a CFP® professional at Facet with one year of industry experience. Prior to joining Facet, Leslie worked for five years in retail banking at Comerica Bank. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic financial advice using its Total Financial Life Resources framework and primarily employs ETF-based discretionary asset-allocation programs.

Karla Reno is a financial advisor with Harbour Investments, Inc. in Kalamazoo, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been affiliated with both Harbour Investments and Investment Plus since 2006 and has been self-employed since 1992. Outside of her advisory role, she serves as a senior sales director with Mary Kay Cosmetics. Harbour Investments provides investment advisory and financial planning services to a diverse clientele, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to develop customized investment strategies and offers a range of portfolio management options and model-based solutions.

David Knibbe is a financial advisor at Harbour Investments, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Harbour Investments since 1997. He also founded Knibbe Investment Management LLC in 2006 and operates an independent insurance agency specializing in life insurance. Harbour Investments provides investment advisory and financial planning services to a diverse client base, including individual investors, charitable and corporate clients, and retirement plans. The firm employs a combination of fundamental and technical analysis to construct customized portfolios and offers model-based solutions through a subscription platform.

Sandy Derby is a CFP® and ChFC® with 35 years of industry experience, currently serving as a financial advisor at Harbour Investments, Inc. She has previously worked at Legacy Advisory Group, Derby Financial & Associates, Old National Bank, and LPL Financial. Derby is also the owner of Preferred Financial Group and operates as an independent insurance agent. Harbour Investments serves a diverse client base, including individuals, trusts, pension and 401(k) plans, and institutional entities. The firm offers portfolio management, financial planning, and multiple investment approaches tailored by individual advisors and third-party managers.

Michael Mueller is a CFA® charterholder with 33 years of experience in the financial industry. He has worked at Arcadia Investment Management Corp since 1988 and joined F L Putnam Investment Management Co. in 2026. He serves as a director of Proteos, Inc., a company that manufactures protein and peptide products, and is an unpaid advisor to the Nantucket Fund Advisory Committee. F L Putnam Investment Management Co. provides investment management and financial planning services to a diverse client base, including individuals, institutions, foundations, and endowments. The firm offers customized portfolios through internally managed strategies and third-party managers, with a focus on strategic asset allocation complemented by tactical adjustments.

Liam Millican is a financial advisor at M HOLDINGS SECURITIES, Inc. with Series 63 and Series 65 credentials. He has two years of industry experience, including roles at Doerschler & Assoc Wealth Mgmt and James Miller Financial. M HOLDINGS SECURITIES, Inc. serves a broad client base, including individuals, retirement plans, charitable organizations, and corporations, through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by a combination of portfolio managers and third-party sub-advisors.

Levi Hendershott is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at Zhang Financial since 2019 and previously spent five years at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for over 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal government entities, providing asset management, financial planning, pension consulting, and institutional advisory services.

Joel Macyauski is a CFP® with five years of industry experience, currently serving as a financial advisor at CX Institutional, LLC. He has previously worked at Cambridge Investment Research Advisors and MainStreet Financial. Macyauski is also involved as an independent agent in insurance and benefits. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, offering portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm combines fundamental, quantitative, technical, and cyclical analysis to manage diversified portfolios that include equities, fixed income, ETFs, structured products, and private investment funds.

Thomas Kehoe Jr. is a financial advisor at CX Institutional, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Oak Point Wealth Management, Oak Point Financial Group, and LPL Financial. Outside of his advisory role, he is a managing member of 721 Asset Management, LLC, which owns an office building leased to his former financial planning practice. CX Institutional serves individuals, charitable organizations, business entities, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform. The firm uses a blend of fundamental, quantitative, and technical analysis across various asset classes and supplements its services with technology for consolidated reporting and tax-efficient asset location.

Philip Brandt is a financial advisor at Prosperity Capital Advisors with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Harbour Investments Inc. and Brandt Wealth Advisors. In addition to his advisory work, Mr. Brandt is a licensed insurance agent and represents ACN Incorporated, providing telecommunications and energy services. Prosperity Capital Advisors is an SEC-registered enterprise adviser offering financial planning, consulting, and discretionary investment management to individuals, high-net-worth clients, corporations, trustees, retirement plans, and broker/dealer customers. The firm employs model-based, asset-allocation strategies with ongoing portfolio supervision, utilizing providers such as BlackRock, Dimensional, and Vanguard, and offers alternative and structured investment products through third-party platforms.

Lindsey Wegeler is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Plante Moran Financial Advisors with nine years at the firm and eight years of industry experience overall. Prior to joining Plante Moran, she worked at Western Michigan University for two years. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate-planning services to a diverse client base including individuals, institutions, trusts, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis alongside proprietary equity valuation models to manage a mixture of discretionary and non-discretionary portfolios.

Yuanlei Zhu is a CFA® charterholder with seven years of industry experience. He has been with Zhang Financial since 2019 and previously worked at TD Auto Finance and Ford Credit/Ford. Zhang Financial is a fee-only advisory firm with about 20 advisors managing approximately $7.2 billion for more than 2,100 clients. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and municipal entities, offering a range of services including asset management, financial planning, pension consulting, and institutional advisory.

Alex Zhang is a CFP® and CFA® with two years of industry experience, currently serving as an advisor at Zhang Financial in Portage, MI. His prior experience includes roles at Ropes & Gray, JPMorgan Securities LLC, and academic work at Harvard Law School. Zhang Financial is a multi-advisor, fee-only investment firm managing approximately $8.37 billion in assets. The firm offers portfolio management, financial planning, pension consulting, and institutional advisory services to a diverse client base including individuals, charities, corporations, and government entities, utilizing a mix of fundamental, technical, and cyclical analysis alongside internally developed model portfolios.