Daniel O’Toole is a financial advisor at Wealth Management Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wealth Management Partners since 2005. Outside of advisory work, he teaches tennis several hours a week at Court One Athletic Club and owns a business that assists small businesses in setting up healthcare and other insurance-related benefit programs. Wealth Management Partners serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses by providing investment advice, financial planning, and business consulting. The firm typically recommends unaffiliated third-party portfolio managers on a non-discretionary basis and focuses on pension/401(k) consulting and employee education.

Michael Mc Carthy is a financial advisor with Neville Wealth Management in Frankfort, MI, holding a Series 65 designation and four years of industry experience. He previously worked at Raymond James Financial Services and Bank of Ann Arbor. Mc Carthy is also co-founder and CEO of momo financial, Inc., a firm that assists employees in maximizing their employee stock purchase plan benefits. Neville Wealth Management manages approximately $17.2 million across a small client base, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individuals, institutions, and various business entities using a rules-based investment process that incorporates strategic asset allocation and regular account reviews. It works explicitly with institutional and pension clients, including trustee consultation and pension consulting.

Blake Beebe is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2015. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, charitable organizations, and corporate and retirement plans. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

Duane Smith is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 32 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.

Howard Baughman is a financial advisor with LPL Financial in Frankfort, MI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at INVEST Financial Corp and operated as an independent insurance sales agent. His other business activities include managing Baughman Financial Group, Inc., and ownership of his current office location in Tampa, FL. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research resources, and technology-driven strategies.

Oliver Owens is a financial advisor with UBS Financial Services in Frankfort, MI, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS since 2008. Outside of his advisory work, he serves on the board of directors for Owens Land Company, a family partnership involved in property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, using proprietary research and model-based asset allocations to tailor client solutions.

Michael Lodes is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Edward Jones since 1990. He is based in Frankfort, MI, and holds the Series 63 designation. Outside of his advisory role, he serves on the Board of Directors for a condominium association in Kirkwood, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tia Kurina Cooley is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. Prior to her current role, she has worked at firms including Craig Wealth Advisors LLC and Bank of America. Outside of her financial career, she serves in a political office in Homestead Township. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting through analytical tools and supports clients in implementing recommendations via multiple advisory programs.

Brian Coughlin is a financial advisor at Merrill with 26 years of experience and holds a Series 66 designation. He has been with Merrill since 2000 and is also associated with Bank of America since 2011. Outside of his advisory role, Coughlin serves as an adjunct faculty member, teaching undergraduate business courses at Indiana Tech. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Marvin Peterson is a CFP® with 44 years of industry experience, currently with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 14 years. Peterson holds ownership interests in two investment-related firms, PORTICO Wealth Management LLC and Marvin J. Peterson LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and fee-based financial planning services, using research, planning tools, and simulation models to develop tailored recommendations.

John Kish Jr. is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in independent insurance brokering with Blue Cross Blue Shield of Michigan and co-owns a commercial business, Center St Property, LLC. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm provides tailored, research-driven recommendations combining income sources, Social Security options, and tax-smart withdrawal strategies, supported by algorithmic tools and a centralized consulting team.

Carl Oleson III is a financial advisor at Raymond James Financial with 50 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes leading roles in his own firms, including Oleson Financial Group and Ballard Wealth Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning supported by analytical tools and maintains unique municipal advisory capabilities alongside innovative employer advisory programs.

Frederick Miller is a financial advisor at Manitou Capital Management, Inc. in Frankfort, MI, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Manitou Capital Management since 2003 and serves as President of Manitou Investment Advisors, where he dedicates full-time efforts to portfolio management. Manitou Capital Management, Inc. provides discretionary investment management and related services primarily to pooled investment vehicles and institutional clients. The firm manages multiple strategies concurrently, emphasizing performance-based fees and side-by-side management.