Corey Ferris is a CFA® and ChFC® credentialed financial advisor with 20 years of industry experience. He is the principal of Ferris Financial Services, L.L.C., an independent investment advisory firm based in Midland, MI, and previously worked at Hantz Financial Services, Inc. for 18 years. In addition to advisory services, he operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and ERISA retirement-plan advisory services. The firm manages approximately $32 million across 38 client relationships and customizes portfolios based on fundamental analysis, asset allocation, and risk tolerance, with discretionary management and quarterly performance reporting.

Tyler Lyman is a financial advisor at Lyman Financial in Midland, MI, holding a Series 65 designation with three years of industry experience. His work background includes roles at The Dow Chemical Company and Laser Insurance & Elite Financial Group, alongside ongoing involvement with Michigan State University. Lyman Financial provides ongoing financial planning services to individual clients without managing assets or trading accounts. The firm emphasizes a diversified buy-and-hold approach using exchange-traded funds and offers comprehensive planning covering cash flow, debt, insurance, estate, tax, and investment strategies with fixed, non-AUM fees.

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.

Sara Brubaker is a ChFC® at RFM Financial Solutions, LLC with eight years at the firm and a total of two years in the financial services industry. Prior to her advisory role, she worked for 14 years in wholesale mattress sales and briefly in homemaking. RFM Financial Solutions serves individual investors, pension and retirement plan sponsors, corporations, and charitable organizations by providing portfolio management, pension consulting, and financial planning. The firm focuses on client-specific investment policies implemented primarily through no-load mutual funds and ETFs, with regular account reviews and client-directed investment restrictions.

Jason Cryderman is a Series 65-credentialed advisor with Great Lakes Investment Advisors Inc. in Midland, MI, bringing 15 years of industry experience. He has been involved in multiple related businesses, including Great Lakes Financial Freedom Group, where he serves as vice president and is active in insurance product sales, and Great Lakes Tax Advisors, which provides tax planning referrals. Great Lakes Investment Advisors offers investment consulting primarily to individual and retirement plan clients, facilitating referrals to third-party money managers rather than managing assets directly. The firm provides periodic advice on self-managed portfolios and operates with a fee-sharing model distinct from traditional AUM-based advisory practices.

Richard Arbury is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, Michigan, where he has worked since 2021. He has five years of industry experience. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities, advising on a limited range of investment types. The firm combines fundamental and technical analysis with modern portfolio theory and offers both ongoing account management and one-time financial plans.

Kevin Wray is a financial advisor at Insight Folios with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Insight Folios since 2017, following a two-year tenure at Beacon Capital Distributors Inc. He also operates Kevin Wray Financial Services, through which he has been involved in insurance and annuity sales since 1996. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, as well as ERISA plan consulting and participant advisory services. The firm serves other registered investment advisers through sub-advisory relationships and employs a team-based approach supported by proprietary planning software and artificial intelligence tools.

Jeffrey Brink is a financial advisor at DBS Investment Advisers, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked in dental practice roles alongside his advisory career. Brink continues to practice dentistry, seeing patients four days per week. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting primarily for individuals and retirement plans. The firm uses diversified mutual fund and ETF allocations guided by modern portfolio theory, offering both discretionary and non-discretionary management tailored to client objectives and risk tolerance.

Regan Duperon is a financial advisor at DBS Investment Advisers, LLC with one year of industry experience. He holds the Series 65 designation and has been with DBS Investment Advisers since 2016. DBS Investment Advisers, LLC provides portfolio management, financial planning, and pension consulting to individuals, including high-net-worth clients, and retirement plans. The firm uses diversified allocations primarily in mutual funds and ETFs guided by modern portfolio theory and offers both discretionary and non-discretionary management through firm-developed or third-party model portfolios.

Donna Bowen is an investment advisor representative at Fairway Investment Group, LLC with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fairway Investment Group, Paradigm Equities, Inc., and Mea Financial Services. Prior to her financial services career, she spent 28 years with Bullock Creek Schools. Bowen also serves as an insurance representative through MEA Financial Services. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm provides portfolio management through LPL Financial-sponsored programs, emphasizing tailored advice based on an Investor Profile Questionnaire and combines fundamental, technical, and cyclical analysis to guide asset allocation and model selection.

Steven Benzing is a financial advisor with John Hancock Personal Financial Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. He has 22 years of industry experience, including roles at John Hancock Distributors, LLC, John Hancock, and CUNA Mutual Group. Outside of his advisory work, he serves as a part-time football coach for Meridian Public Schools. John Hancock Personal Financial Services, LLC provides financial planning and consultative services to a wide range of clients, including individuals, trusts, estates, non-profits, and business entities. The firm employs a technology-assisted model that delivers written, generally framed financial plans, with implementation decisions left to clients.

Douglas Cellini is a CFP® professional with nine years of industry experience currently with Kingsview Wealth Management, LLC. His prior roles include six years at Edward Jones and two years at Horace Mann Investors, Inc. He also has experience managing a property business outside of his advisory work. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of proprietary and third-party investment strategies, including management of affiliated exchange-traded funds.

Jeremy Shafer is a CFP® and Series 66-registered advisor with six years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked for Huntington Private Bank for ten years. Outside of advisory work, he manages the finances of a rental property. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning, asset management, and specialized consulting services, employing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Garrett Malmo is a financial advisor with AE Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining AE Wealth Management, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, Malmo serves as a League Director for Michigan Youth Basketball, overseeing youth basketball games and acting as a point of contact for coaches. 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 portfolios, discretionary asset management, financial planning, and consulting services.

Jacob Tragis is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding a Series 66 designation and eight years of industry experience. Prior to joining Hantz in 2018, he worked in the hospitality sector, including roles at Mountain Town Brewery, Olive Garden, and Bob Evans. Hantz Financial Services serves a diverse client base, including high-net-worth individuals, pension plans, and business owners. The firm emphasizes ETF-based model portfolios across varying risk levels, supplemented by third-party managers and technology-driven solutions such as automated tax-loss harvesting and AI-assisted data aggregation.

Nathan Hudson is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining AE Wealth Management, he worked at Bankers Life Advisory and Bankers Life Securities, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and tactical asset allocation.

Brett Gehringer is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Hantz Financial Services since 2006. Outside of advisory work, he is also the owner of a commercial property management business. Hantz Financial Services, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm utilizes ETF-based model portfolios supplemented by third-party managers and employs technology-driven tools such as automated tax-loss harvesting to deliver comprehensive financial planning and wealth management.

Jason Crockett is a financial advisor with Hantz Financial Services, Inc. in Midland, MI, holding Series 63 and Series 65 credentials with 23 years of industry experience, all with Hantz Financial. Since 2004, he has also worked as a snowboard and ski instructor with Snowsnake Ski & Golf. Hantz Financial Services serves individual clients—including high-net-worth households—pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm delivers investment advice primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and innovative technologies such as automated tax-loss harvesting and AI-assisted data aggregation.

Jason Hall is a financial advisor with Hantz Financial Services, Inc. in Midland, Michigan. He holds Series 63 and Series 65 designations and has 24 years of industry experience, entirely with Hantz Financial Services since 2002. Hantz Financial Services serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporate clients, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across multiple risk levels, supplemented by third-party money managers and unified managed accounts.