James Roberts is the principal of Jim Roberts Investment Advisors LLC in St. Joseph, Michigan, with 20 years of industry experience. He holds a Series 66 designation and has worked at Centennial Securities Co., LLC since 2005. Outside of his advisory practice, Roberts is involved in real estate consulting through Jim Roberts Enterprises and serves as a 50% owner and CFO of Lake Company LLC, a commercial real estate venture. Jim Roberts Investment Advisors LLC provides investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, retirement plan sponsors and participants, as well as foundations and charitable organizations. The firm uses a combination of fundamental and technical analysis along with asset allocation software to build portfolios tailored to clients’ risk and return profiles, and also offers pension consulting and defined contribution plan advisory services.

David Rieth is the sole advisor at Northpointe Investment Advisory, LLC in St. Joseph, MI, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Northpointe since 2014. Outside of his advisory role, he is an independent insurance agent engaged in insurance sales. Northpointe Investment Advisory provides discretionary and non-discretionary asset and portfolio management services to individuals, high-net-worth clients, trusts, and small businesses. The firm employs both fundamental and technical analysis to create tailored strategic allocations and is notable for combining insurance licensure with active trading strategies such as options, margin, and short sales.

Philip Ellis is a financial advisor at Blue Iguana Financial, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms, including Red Oak Capital Management, Inc. and Brittison Financial Group, Inc., where he remains active in an insurance-licensed role focusing on life and health. Blue Iguana Financial serves individual and high-net-worth clients by providing discretionary portfolio management tailored to client objectives and risk tolerances. The firm employs a combination of long-term trading, modern portfolio theory, quantitative, and technical analysis, often managing accounts under discretionary authority while incorporating third-party managers and written client restrictions.

Joshua Leonard is a financial advisor with Leonard Advisory Group LLC in Saint Joseph, MI. He holds a Series 65 designation and has 10 years of industry experience, including roles at Center Street Advisors and J. Leonard Financial Services. Outside of advising, he is involved in marketing research focused on insurance product research and presentation. Leonard Advisory Group provides portfolio management and financial planning services to individuals, high-net-worth households, businesses, and investment entities. The firm emphasizes long-term trading supported by fundamental analysis and modern portfolio theory and incorporates third-party managers and custodial platforms as part of its investment approach.

Michael De Rosa Jr. is a financial advisor at Hartwell & Company with Series 63 and 65 licenses and two years of industry experience. His prior work includes roles at INX International and LPL Financial LLC, as well as periods dedicated to full-time education. Hartwell Wealth Management LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a diversified investment approach that incorporates cyclical, fundamental, quantitative, and technical analysis, typically focusing on ETF-based portfolios with both long- and short-term trading strategies.

Ryan Hartwell is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently associated with Hartwell & Company, where he has worked since 2019, and has prior experience with firms including LPL Financial LLC and USA Financial Securities. Outside of his advisory role, he is involved in an affiliated accounting and tax preparation practice. Hartwell Wealth Management LLC provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, and business entities. The firm employs a disciplined investment process that integrates cyclical, fundamental, quantitative, and technical analysis, typically utilizing ETF-based portfolios across multiple asset classes.

James Hartwell is a CFP® with 20 years of experience in the financial services industry. He is the principal of Hartwell & Company, where he has worked since 1989, and has held roles at USA Financial Securities and LPL Financial. Hartwell also oversees Hartwell Financial LLC, an accounting and tax preparation business. Hartwell Wealth Management provides portfolio management and financial planning primarily for individual investors, retirement plans, and business entities. The firm follows a fiduciary standard, employs a range of investment strategies including ETFs and mutual funds, and operates as a small, three-advisor firm with affiliated accounting and payroll services.

Jeffrey Melgard is a financial advisor at Rebellion Asset Management, LLC with nine years of industry experience. He holds a Series 65 credential and has worked at Rebellion Asset Management since 2024, with prior experience at Rebellion Capital Advisors, Symmetric Systems, and Smc Option Holdings. Rebellion Asset Management serves families, high-net-worth individuals, trusts, charitable entities, corporations, and other business clients by providing fee-based investment management and financial planning. The firm employs quantitative methods, technical analysis, and options strategies, and also acts as a sub-adviser and overlay provider to other advisors and institutions.

Scott Droskie is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and Fifth Third Securities. Outside of his advisory work, he serves as a trustee of a parents' trust. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and businesses through a national network of independent investment adviser representatives. The firm focuses on customized, long-term portfolio construction using a range of investment vehicles and may utilize third-party managers or wrap programs to implement client strategies.

Sarah Ward is a financial advisor at Curi Capital, LLC with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Curi Capital in 2025, she worked at Drucker Wealth, Hornor, Townsend & Kent, LLC, and Stifel. Outside of her advisory role, she owns a jewelry-making business. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach that combines proprietary strategies with third-party managers and private funds.

Amy Peirce is a financial advisor with Harbour Investments, Inc. in St. Joseph, MI, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. She has worked at Harbour Investments and Your Center for Investments since 2002. Peirce serves on the advisory board of Lory's Place, a nonprofit providing grief support. Harbour Investments offers 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 create customized portfolios using a range of investment vehicles, and provides ongoing account monitoring and model-based solutions through a subscription platform.

Craig Anderson is a financial advisor with Harbour Investments, Inc. in St. Joseph, Michigan, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience and has been with Harbour Investments since 2016. Outside of his advisory role, Anderson operates a hospitality bed and breakfast from his home and is an author working on multiple books available on Amazon. Harbour Investments serves a diverse client base including individuals, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches tailored by individual advisors and approved third-party managers.

Gregory Lannigan is a financial advisor with Harbour Investments, Inc. and Family Focused Financial, holding a Series 66 designation with six years of industry experience. Prior to his advisory roles, he spent ten years at Great Lakes Eye Care, where he continues to serve as a trainer in his spare time. Harbour Investments serves a diverse client base including individuals, trusts, and institutional entities, offering portfolio management, financial planning, and access to multiple investment strategies through both discretionary and non-discretionary services.

Carol Fasbender is a CFP® with 39 years of industry experience, currently affiliated with Harbour Investments, Inc. and Your Center for Investments, where she has worked since 2000. In addition to her advisory role, she is an independent insurance agent focusing on equity indexed annuities. Harbour Investments provides investment advisory and financial planning services to a diverse client base, utilizing customized strategies that include mutual funds, ETFs, fixed income, annuities, and model-based solutions.

Zayne Neumann is a financial advisor at Harbour Investments, Inc. with a Series 66 designation and approximately one year of industry experience. Prior to joining Harbour, he held roles at Family Focused Financial, State Farm, and various banking institutions. Harbour Investments serves a diverse range of clients including individuals, trusts, pension and 401(k) plans, and institutional entities, offering portfolio management, financial planning, and participant account management with multiple investment approaches tailored by individual advisors and approved third-party managers.

Adam Hentz is a financial advisor at Fifth Third Securities, Inc. based in St. Joseph, Michigan, holding Series 63 and Series 65 registrations with four years of industry experience. He has worked at Fifth Third Securities since 2022 and has been with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, combining advisor-directed mutual fund and ETF models, SMA strategies, tax-overlay services, and direct indexing options.

David Hawkins is a financial advisor at The Huntington Investment Company with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Ameriprise Financial Services, Cetera, and TCF National Bank. Outside of his advisory role, he is involved in real estate activities through D&H Rentals LLC, managing rental properties and overseeing building and renovation projects. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services, offering multiple wrap-fee programs on the Envestnet MAS platform. The firm combines third-party sub-managers and proprietary models through an open-architecture approach, with advisory arrangements primarily structured as percentage-of-assets wrap fees.

Beth Marsh is a financial advisor with Fifth Third Securities, Inc. in St. Joseph, MI, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She previously worked at The Huntington Investment Company for 21 years and FMB Community Bank for 27 years before joining Fifth Third Securities and Fifth Third Bank in 2018. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm provides multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kristopher Hickman is a financial advisor with Edward Jones in Coloma, MI, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in education at Watervliet Public Schools and has held positions in fitness, broadcasting, and insurance. Outside of his advisory role, he operates a used furniture sales business in Berrien Springs, MI. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its large nationwide network of advisors through affiliated mutual funds, trust services, and securities-based lending options.

Richard Sanders is a financial advisor with Robert Baird & Co. in St. Joseph, MI, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and non-traditional investment strategies.