Michael Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Braeburn Wealth Management since 2011. Poland is also an independently licensed insurance representative for life and annuity products. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a client-driven discovery process and offers several in-house model strategies, emphasizing equities and incorporating client education through newsletters and workshops.

Michael Markey Jr. is a financial advisor at LFN Advisors Inc. in Muskegon, MI, holding a Series 65 license with 15 years of industry experience. He has been with LFN Advisors since 2013 and is co-founder of Oeconomous, a firm focused on transition planning for advisors. Markey also manages a radio show through Legacy Media Company, LLC. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities, providing financial planning and both discretionary and non-discretionary portfolio management. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to develop individualized investment strategies and conducts at least quarterly account reviews.

Royce Young is a financial advisor at LFN Advisors Inc. with 12 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at FTK Services LLC, Bethany Christian Services, PFS Investments Inc., and Primerica Financial Services. LFN Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities by providing financial planning and portfolio management. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to develop personalized investment strategies and conducts quarterly account reviews.

Melinda Weiss is a financial advisor with LFN Advisors Inc. She holds a Series 65 designation and has been with the firm since 2024. Outside of her advisory role, she is involved with the Grace Home School Association. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary and non-discretionary asset management along with comprehensive financial planning tailored through various analytical methods.

Dimitri Poland is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI, holding a Series 65 designation with three years of industry experience. He has been with Braeburn Wealth Management since 2020 and previously worked at Valeo Financial Advisors in 2021. Braeburn Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm provides fee-based investment management, financial planning, and consultation services using a strategic, diversified asset-allocation framework combined with fundamental, technical, cyclical, and quantitative analysis.

Ernest Anderson is a financial advisor at LFN Advisors Inc. with 17 years of industry experience. He holds a Series 66 designation and has held roles at firms including Waddell & Reed and operates a marketing consulting business as a sole proprietor. Anderson is also a minority partner in a transition planning firm for advisors. LFN Advisors serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary asset management along with comprehensive financial planning. The firm uses multiple analytical methods and documents client objectives with investment policy statements to tailor portfolio strategies and provides ongoing monitoring.

Logan Metcalf is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles outside the financial industry in various companies such as Airport Freight X-Change and West Side Social. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm customizes portfolios using a client-driven discovery process and employs multiple in-house model strategies emphasizing equities, while also offering educational workshops and regular newsletters as part of its services.

Roger Garretson is a financial advisor with Embark Financial Partners in Muskegon, MI, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Waddell & Reed, Inc. and various insurance agencies. He is a co-trustee of multiple living trusts. Embark Financial Partners provides financial planning and consulting services to individuals, trusts, retirement plans, and business clients. The firm delivers advice through written plans and consultations without managing client assets or taking custody.

Rebecca Novak is a Series 66-licensed financial advisor with LPL Financial, based in Grand Rapids, MI, and has nine years of industry experience. She has held roles at BCS Partners LLC and its affiliated entities, as well as at Waddell & Reed Inc. In addition to her advisory work, Novak is a commissioned notary and serves as a non-variable insurance agent for Embark Financial Partners. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions, supported by an in-house research team, combining large-scale advisory operations with insurance and lending products.

Eric Martinez is a CFP® professional affiliated with LPL Financial, with six years of industry experience. He previously worked at American Century Investment Services, Inc. and has been involved with community organizations such as the YMCA of Greater Kansas City. Outside of his advisory work, he is a co-founder and co-owner of the Kansas City Salsa Company LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and a broad platform that accommodates customized advisory and brokerage services.

William Bohne is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Overland Park, KS. He also operates BCS Partners LLC, doing business as Embark Financial Partners, providing financial planning and consulting services as an independent registered investment advisor. Additionally, he manages an insurance agency within BCS Partners, focusing on insurance platform oversight and product due diligence. LPL Financial serves a diverse client base that includes individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

Christian Binger is a CFP® professional with seven years of experience in the financial services industry. He is affiliated with Embark Financial Partners in Muskegon, MI, and has previously worked at firms including Waddell & Reed, Inc and LPL Financial LLC. Binger also serves as a non-variable insurance agent in connection with his advisory activities. Embark Financial Partners is a registered investment adviser that provides financial planning and consulting services to individuals, trusts, retirement plans, and businesses. The firm delivers advice through written financial plans and consultations rather than managing client assets directly.

Patrick Mutchler is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 65 designation and has 15 years of industry experience. Prior to joining Avantax, he worked at Investment Alliance, LLC and has been a partner and accountant at the regional CPA firm Brickley DeLong, Inc. since 1990. Mutchler also serves as a trustee for the Keeda Lasko trust. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies with discretionary portfolio management and offers tax-intelligent overlays and centralized trading through its designated custodians.

John Mcdaniel is an advisor at Fifth Third Securities, Inc. in Muskegon, MI, holding Series 65 and Series 63 credentials with one year of advisory experience. He has been affiliated with the Fifth Third organization since 2016, originally with Fifth Third Bank before joining Fifth Third Securities in 2025. Fifth Third Securities serves a broad client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, leveraging third-party portfolio managers and a range of strategies including mutual funds, ETFs, SMAs, and tax-efficient approaches.

Joel Austin is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at PNC Financial Services Group and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Robert Koekkoek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at Lincoln Investment since 2017 and is also associated with Legend Equities Corporation. Outside of financial advising, he serves as a basketball referee. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches, managing both discretionary and non-discretionary programs.

Andrew Zobel is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including JP Morgan Securities LLC and Valic Financial Advisors. Outside of his advisory role, Zobel operates two LLCs as a landlord for residential rental properties. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated approach combines financial planning with recordkeeping and administrative services, focusing on long-term portfolio returns and plan sponsor lineups.

Howard Mortenson is a financial advisor at Empower Advisory Group with 26 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at SigFig Wealth Management, Cetera, West Shore Bank, and Financial Engines Advisors. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and is closely tied to Empower’s recordkeeping and administrative platforms.

Daniel Peacock is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Brookstone Capital Management LLC and has been with White Pine Investment Management since 2012. In addition to his advisory work, he also operates as an independent life and health insurance agent for Reed Financial Services. Brookstone Capital Management is an SEC-registered firm that provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions. The firm offers investment management primarily through discretionary model portfolios, unified managed accounts, and separately managed accounts, supporting a large advisor network with turnkey asset management and wrap-fee programs.

Edward Mccombs is a financial advisor with PNC Wealth Management who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with PNC Investments LLC since 2009. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including a discretionary online offering available by invitation to employees. The firm’s approach involves algorithm-driven risk assessment and uses mutual funds and ETFs managed by PNC or third-party strategists.