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.

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.

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.

Thomas Shelder is a CFP® professional with 15 years of industry experience. He has worked at Edward Jones for 12 years before joining &Partners, LLC, where he has been since 2023. Outside of his advisory role, he owns and maintains a rental property business. &Partners serves a diverse client base that includes individuals, institutions, and private businesses. The firm offers investment management, financial and tax planning, and municipal advisory services, utilizing both fundamental and quantitative strategies 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.

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.

Paul Brewer is a financial advisor with UBS Financial Services in Rapid City, MI, holding a Series 66 designation and 21 years of industry experience. He has been with UBS Financial Services since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to create tailored financial plans and portfolio management solutions.

Andrew Ashworth is a financial advisor with Equitable Advisors in Traverse City, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor Axa Advisors, LLC, where he worked for 16 years. Outside of his advisory role, he is approved to conduct other insurance activities with companies outside of the Equitable network. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm emphasizes tailored client solutions through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for investment implementation.

Craig Nicholson is a financial advisor with Robert W. Baird & Co. in Traverse City, MI, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Robert W. Baird & Co. since 2010. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies and management approaches.

Cary Wieting is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been affiliated with Bank of America and Merrill since 2010. Outside of his advisory role, he serves as a committee member of WS Family LLC and holds leadership roles as president and treasurer of the Bay Harbor Club Association homeowners association. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations, offering a range of model-based and discretionary investment strategies.

Christine Popp is a financial advisor with Robert Baird & Co. in Maple City, MI, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Robert Baird & Co. since 1998. Outside of her advisory role, she is a co-owner of Performance Tool Properties. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary and non-discretionary management, separately managed accounts, and overlay services.

Alexander Kokas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior roles at PNC Bank, Invest Financial Corporation, Investors Bank, and Astoria Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Tina Dittmer is a financial advisor at Merrill with 18 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 1994. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Patrick Kolody is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1993 and began his career with Merrill in 1996. Patrick works with high net worth individuals to define and implement their long-term financial goals. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Personal Investment Advisor (PIA) designation. Patrick earned a Bachelor's Degree from Grand Valley State University. His areas of focus include college education planning, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Patrick lives in Traverse City, Michigan, with his wife Joelle and their sons Sean and Parker. He is active in the community, serving on the board of Traverse City's At Risk boxing club, which works with disadvantaged youth, and participates in the Traverse City RipTide Youth Mentoring and Mentor Group. His personal interests include basketball, boating, golfing, reading, and spending time with family.

Paul Leonard is a financial advisor at Ameriprise with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services, Inc. from 2010 to 2018, followed by Securities America Advisors and Securities America, Inc. since 2018. Leonard serves as president of the Infinite Multisport Triathlon Club and is involved as treasurer of The Friends of Glacial Hills and president of Forest Condo. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on tax-smart withdrawal strategies and Social Security claiming options. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jennifer Youker is a financial advisor with Raymond James & Associates in Traverse City, MI, holding the CFP® designation and Series 63 and 65 licenses. She has 30 years of industry experience, including 13 years with Raymond James and a 30-year career at Youker Construction. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional investors, and municipal entities, offering financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Benjamin Watts is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2018. Prior to this, he was involved with Traverse City Whiskey Co. from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory approach incorporates modern portfolio theory and includes a broader set of financial product offerings than typical large institutional advisers.

Edward Schindler is a financial advisor with Robert W. Baird & Co. in Frankfort, MI, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Robert W. Baird & Co. since 1999 and also serves as a coach at Frankfort Elberta Public Schools. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, and institutions. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement diverse investment strategies.