Timothy Wendt is a CFP® with 17 years of industry experience. He has been the principal advisor at Wendt Financial Advisors, LLC since 2020 and previously worked at Plante & Moran PLLC for 10 years. Wendt Financial Advisors is an independent, fee-only registered investment adviser serving individuals, couples, families, trusts, and estates with a focus on retirement accumulation and sustainable retirement income. The firm provides discretionary investment management and tailored financial planning, emphasizing broad diversification through primarily exchange-traded funds and no-load mutual funds, managed with a long-term, buy-and-hold approach and periodic rebalancing.

Alex White is a CFP® professional with eight years of experience, currently serving as an advisor at Miller Financial Services LLC since 2018. Prior to this, he worked briefly at Zhang Financial LLC and held positions outside the financial sector, including roles at The Cove Lakeside Bistro and Stryker Corp. He also holds an insurance license. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients, with a notable focus on public entities and formal 3(38) plan management. The firm integrates advisory, insurance, and administrative cash-management services through a small team serving a sizable client base.

Joseph Miller is a financial advisor at Miller Financial Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Miller Financial Services since 2007. Miller serves as a trustee on the board of the Homer Community Foundation, a nonprofit organization benefiting the community of Homer, Michigan, a position he has held since 2006. Miller Financial Services LLC provides discretionary portfolio management, financial planning, pension consulting, and related non-securities consulting to individual and institutional clients. The firm is known for its work with public entities and offers a combination of advisory, insurance, and administrative cash-management services.

Todd Candelaria is a financial advisor at Wealth Ease Wealth Management with a Series 65 credential and one year of industry experience. He is also the owner of a CPA firm providing tax and accounting services. Prior to joining Wealth Ease Wealth Management, he held positions at firms including Michael F McLain CPA and Plante Moran. Wealth Ease Wealth Management offers portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, and pension plans. The firm employs a combination of charting, fundamental, and technical analysis in its investment approach and typically manages client assets on a discretionary basis.

Isaac Lubbers is a financial advisor at Miller Financial Services LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Michigan State University and operated an auto detailing business. Miller Financial Services LLC provides discretionary portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm acts as a fiduciary, developing portfolios based on client objectives and risk tolerance, and is known for its work with public entities and formal 3(38) plan management services.

Austin Rinard is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Wealth Ease Wealth Management. Prior to founding Wealth Ease in 2025, he worked at Miller Financial Services for 13 years. Outside of financial advising, he co-owns a party rental business called Party Time Events. Wealth Ease Wealth Management provides portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses a range of investment methods and instruments, typically operates under discretionary authority, and coordinates estate and income tax planning through third-party professionals.

Chase Mc Gill is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 license and eight years of industry experience. He has worked with B. Riley Wealth Management since 2017 and has been with B. Riley Wealth Advisors since 2022. Outside of his advisory role, he is involved with Pino Wealth Management, LLC, a financial securities business. B. Riley Wealth Advisors provides investment advice and portfolio management to individual clients, pension plans, trusts, charitable organizations, and corporate clients. The firm utilizes various programs and platforms, including Envestnet and internally managed models, to manage over $4 billion in client assets.

Belinda Best is a financial advisor at Harbour Investments, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Harbour Investments since 2008. In addition to her advisory role, she operates a seasonal individual tax preparation business. Harbour Investments provides investment advisory and financial planning services to a diverse client base, offering customized strategies that include mutual funds, ETFs, and separately managed accounts, supported by ongoing monitoring and periodic reviews.

Richard Taylor is a CFP® professional with 34 years of industry experience, currently serving at FourStar Wealth Advisors, LLC since 2024. His prior experience includes eight years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs both fundamental and technical analysis, managing portfolios primarily on a discretionary basis with a focus on diversification across multiple asset types tailored to client risk tolerance and time horizon.

Christy Manthei is a financial advisor with FIFTH THIRD SECURITIES, Inc. holding a Series 66 designation and 18 years of industry experience. She has previously worked at Ameriprise, Comerica Securities, Fidelity Investments, and LPL Financial, among others. Manthei also provides retail bank clients with financial guidance and support through outside employment at Comerica Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and ETF models, SMA strategies, and tax-overlay services.

Ryan Swank is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. Prior to his advisory role, he worked for UPS for 20 years. He is also involved in fixed insurance sales, dedicating a portion of his time to this activity during business hours. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, enabling advisors to offer customized portfolio solutions and access to model portfolios managed by its Investment Management and Research team.

Dennis Asaro is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Commonwealth in 2018. Outside of his advisory role, he owns Asaro Consulting, Inc., which supports securities business operations. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice management.

Travis Morse is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Raymond James & Associates for 13 years before joining Janney Montgomery Scott. Morse is a member of the Battle Creek AMBUCS, a nonprofit organization that raises funds to help people with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Chris Vanderwaal is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 28 years of industry experience. He has been with Kestra Advisory since 2016 and has a longer tenure with Kestra Investment Services, LLC dating back to 2004, as well as experience with Massachusetts Mutual Life Insurance Company since 1998. Vanderwaal also operates under the Worgess Agency Inc., providing insurance and investment advisory services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm provides services such as plan design, fiduciary consulting, employee education, and utilizes multiple management platforms and third-party solutions to support its offerings.

Daniel Faett is a CFP® with eight years of industry experience, currently serving as a financial advisor at Kestra Advisory Services, LLC. His prior experience includes roles at Ford Estates, LLC, Bank of America, N.A., Merrill, and Kestra Financial Services, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Tyler Ewen is a CFP® professional with nine years of industry experience, currently serving as a financial consultant at Kestra Advisory in Battle Creek, MI. He has worked within Kestra Advisory and affiliated entities since 2015. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Paul Townsend is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has worked with Janney since 2020 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

Hunter Feraco is a financial advisor with First Command Advisory Services in Battle Creek, MI, holding a Series 66 designation and six years of industry experience. He has been affiliated with various First Command entities since 2019 and concurrently operates Feraco Holdings LLC, an S-corp related to his First Command business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Michael Oursler is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He has been with Janney since 2018 and previously worked at Raymond James & Associates for 14 years. Outside of his advisory role, he coaches youth baseball and serves as finance director on the board of the local baseball organization. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Shaun Fischer is a financial advisor with PNC Wealth Management, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at CUSO Financial Services, Consumers Credit Union, MML Investors Services, Mass Mutual Life Insurance Company, LPL Financial, and Oak Point Wealth Management LLC. Fischer has been with PNC Wealth Management since 2015, with a current tenure beginning in 2023. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and approved model strategies. The firm’s approach involves delegated portfolio implementation and emphasizes investment in mutual funds and ETFs with annual rebalancing.