Willis Ashby is a CFP®-credentialed financial advisor with 27 years of industry experience. He has been with Integra Financial, Inc. since 1993. In addition to his advisory role, he serves as a trustee for kids’ accounts and is a partner in a family partnership cooperative. Integra Financial provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and manages approximately $139 million in discretionary assets.

Jessica Socolovitch is a financial advisor with Wealth Personal, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked in various roles including as an independent insurance agent and at Bankers Life and its affiliates. Wealth Personal offers financial planning and investment management primarily to individual and high-net-worth clients, focusing on customized asset allocations supported by fundamental, technical, and cyclical investment analysis. The firm operates with a small staff and integrates insurance services alongside its advisory business.

Brian Cannon is a financial advisor at Wealth Personal with 10 years of industry experience. He holds a Series 65 designation and has worked at Financial Planning Consultants Of Northern Michigan, Inc. since 2015. Outside of finance, he owns and operates Advanced Dock Solutions, a dock installation and removal business in Central Lake, Michigan. Wealth Personal is a supported firm serving clients with personalized financial planning and investment advice.

Alison Ashby is a CFP® with three years of experience in the financial services industry, currently serving as an advisor at Integra Financial, Inc. She has been with Integra Financial since 2022. Integra Financial provides discretionary investment management, financial planning, retirement-plan advisory, and consulting services to individuals, high-net-worth clients, small businesses, trusts, and plans. The firm employs a value-oriented investment philosophy combining fundamental and technical analysis and offers an Emerging Investor program for households with under $100,000 in investable assets.

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Jonathon Wells is a financial advisor at Financial Transparency with 14 years of industry experience and holds a Series 66 designation. His prior work includes roles at Envision Financial Transparency, LLC and Consulting Services Support Corporation. He also provides consulting and development support for financial software through ProScore, LLC. Financial Transparency offers investment advisory and financial planning services to individuals, families, retirement plans, and businesses, utilizing asset allocation strategies based on Modern Portfolio Theory and the Efficient Market Hypothesis across multiple investment programs.

Paul Moody is a financial advisor at McDonald Partners LLC with 41 years of industry experience. He holds Series 65 and Series 63 licenses and has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, MI. McDonald Partners serves individual and institutional clients, providing investment management, financial planning, pension consulting, and brokerage services. The firm uses a customized investment approach, combining fundamental, technical, and cyclical analysis across multiple platforms.

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Paradigm Equities, Inc. and MEA Financial Services, Inc. since 2008. Outside of his advisory role, he operates a home-based builder business. 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 offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs, focusing on non-discretionary management with tailored recommendations based on client objectives.

Betsy Britton is a financial advisor with Principal Financial Services and holds the Series 63 and Series 66 licenses. She has 18 years of industry experience, including roles at Principal Financial Services since 2007, Korthase Flinn since 2010, and Highstreet Insurance & Financial Services since 2026. Korthase Flinn was acquired by Highstreet Insurance Partners, where she currently operates. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Randall Flinn is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Principal Financial Services since 2016. He is also involved in various business activities, including serving as a board member of Moran Iron Works and managing several LLCs related to office buildings and consulting services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money managers through various advisory and promoter arrangements.

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.

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.

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.

Elizabeth Berge is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she worked at Industrial Magnetics Inc., Moeller Mfg. Company LLC, and Williams International. Outside of her advisory role, she coordinates events at Boyne Ranch LLC Springbrook Farms and serves as a brand ambassador for Shaggy's Copper Country Skis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and comprehensive service offerings.

Matthew Knust is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has worked at Bank of America NA, Merrill, and Central State Bank prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ruth Skop is a financial advisor at Edward Jones with 17 years of industry experience. She holds the ChFC® and Series 66 credentials and has been with Edward Jones since 2008, following a prior career at Wood & Wicker Inc. Skop serves as a board member for Northern MI Equine Therapy, helping organize fundraising events to support scholarships for occupational therapy using horses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Alfred Sickinger is a financial advisor with Raymond James & Associates in Boyne City, MI, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2015. Outside of his advisory role, he is a partial owner of a garage used to store his car collection. 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 diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Richman is a financial advisor with Edward Jones in Boyne City, MI, holding a Series 66 designation and eight years of industry experience. He worked at ReeceNichols and Saint Paul's Episcopal Day School from 2007 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

William Bottrell is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008 and holds the Series 63 and Series 66 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Michael Healey is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves on the Day Park Advisory Committee in Torch Lake Township, focusing on park safety and related matters. 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 advisory process is driven by investment policy statements and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Robert Joyce is a financial advisor with Edward Jones in Bellaire, MI, holding CFP® and Series 66 designations and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is a partner in a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, managing over $1 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Kimberly Arnett is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds the Series 66 designation and is based in Kewadin, MI. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.