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.

Jeremy Pearson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Bankers Life entities since 2004 and serves as an Agency Director managing a satellite branch of insurance agents, including responsibilities for hiring and training. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management and investment consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

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.

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.

Blair Anderson is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Hightower Advisors and Hightower Securities, LLC since 2009. Outside of his advisory work, he is a managing partner of a storage facility management company. 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, offering access to proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Holly Gallagher is a CFP® with 32 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2002, with a continuous tenure except for a concurrent role at Horizon Financial since 2002. Gallagher is president and sole owner of Holly Harrand, Inc., a securities operating S-corporation. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, compliance, and practice-management services while offering a range of investment strategies including discretionary model portfolios and personalized indexing options.

Craig Rosenberg is a financial advisor with J. W. Cole Advisors, Inc. based in Traverse City, MI. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining J.W. Cole Advisors in 2019, Rosenberg worked at Raymond James Financial Services and Century 21 Northland. He serves as president of the board for the Grand Traverse Area Spartans, a volunteer alumni organization for Michigan State University. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs both fundamental and technical analysis and combines discretionary and non-discretionary account management with a variety of digital advice and custodial platforms.

Matthew Quinter is a financial advisor at Fifth Third Securities, Inc. based in Traverse City, MI. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Quinter has been with Fifth Third Securities since 2007 and has worked at Fifth Third Bank since 2003. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Todd Horvath is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Cadillac, MI. He holds the Series 63 and Series 66 designations and has 16 years of industry experience, all with Fifth Third Securities and its affiliated entities. 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 combines its municipal-advisor registration with a large bank affiliation and provides multiple discretionary managed-account programs, including direct indexing and a tax-overlay service.

Zachary Liggett is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at Farther and previously worked at Dynamic Wealth Advisors, Financial & Investment Management Group Ltd, and Goldeneye Asset Management, LLC. Outside of his advisory role, he is a member of a local investment club, Common Cents Capital LLC, in Traverse City, MI. 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’s investment approach is based on Modern Portfolio Theory and employs proprietary model portfolios and algorithmic rebalancing, utilizing a range of asset classes including ETFs, mutual funds, individual equities, and fixed income.

Michelle Berry is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.W. Cole Advisors since 2021 and previously at Raymond James and Associates from 2017 to 2020. Berry is also involved with Michigan College Planning, providing college and career planning services. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms while managing accounts on discretionary and non-discretionary bases.

Kevin Beaudoin is a financial advisor with Private Advisor Group, LLC in Traverse City, MI, holding a Series 66 designation and 25 years of industry experience. He previously worked at Morgan Stanley for five years before joining Private Advisor Group and LPL Financial in 2015. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and provides access to proprietary and third-party managed account solutions.

Samuel Orlando III is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Maxar, SAIC, Booz Allen Hamilton, and SAIC Engility. Outside of his advisory work, he serves as Head Coach for the Select Team at Lakeshore Soccer Club. 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 supplemented by separately managed accounts and offers a range of fiduciary and advisory services supported by affiliated banking, tax, and insurance operations.

Duane Smith is a financial advisor at Private Advisor Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Advisor Group and LPL Financial since 2012, following a prior position at Edward Jones. Smith operates DJ Smith Financial Services as a DBA for his LPL business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement consulting services. The firm employs a fiduciary-based advisory model that integrates proprietary technology platforms and a combination of in-house and third-party investment strategies.

Michelle Burch is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., based in Williamsburg, MI. She has 18 years of industry experience and has been with Fifth Third Securities since 2011. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a unique municipal-advisor registration and integrated corporate structure.

William Collin is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following two years at Medtronic Diabetes. Outside of his advisory role, he is involved in operating a family-owned oil well in Michigan through Collin Oil Operations LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and affiliated capabilities across a large network of advisors and branch offices.