Flat-fee, retirement income strategy financial advisors in Traverse City, MI

Trevor Fetters is a financial advisor at CF Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with several firms, including First Asset Financial Inc. and Massachusetts Mutual Life Insurance Company. CF Advisors LLC provides fee-based investment advisory and portfolio management services to individuals, trusts, retirement accounts, corporations, estates, and nonprofit organizations. The firm manages approximately $62 million for about 98 clients, using a combination of fundamental and technical analysis alongside modern portfolio theory.

Mark Folgmann is a financial advisor at ARK Advisors, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license and has been with ARK Advisors since 2005. ARK Advisors, LLC is a fee-only, holistic financial planning firm serving individuals, families, and pension plan sponsors. The firm emphasizes a passive, long-term investment approach using low-cost, tax-efficient index funds and ETFs, and offers a range of financial planning and portfolio management services on both non-discretionary and discretionary bases.

Justin Neilson is a financial advisor at Hantz Financial Services, Inc. with six years at the firm and a total of one year of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Limitless Investment and Capital, Northwood University, and North and Kidd. Hantz Financial Services serves a diverse client base including individuals, pension and profit-sharing plans, charitable and corporate clients, and business owners. The firm emphasizes ETF-based model portfolios across multiple risk levels, supplemented by third-party managers and Direct Indexing, and offers a combination of advisory, brokerage, mortgage, and insurance services.

Joel Leipprandt is a financial advisor at Edward Jones in Traverse City, MI, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones, he worked in church ministry for seven years. He also coaches the junior varsity boys basketball team for Traverse City Area Public Schools. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a wide range of advisory programs and affiliated investment products. The firm is notable for its extensive retail advisor and branch network, as well as additional services including trust capabilities and securities-based lending.

Michelle Berry is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.W. Cole Advisors since 2021 and previously at Raymond James and Associates from 2017 to 2020. Berry is also involved with Michigan College Planning, providing college and career planning services. J.W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, third-party manager platforms, and digital advice for individuals, high-net-worth clients, and institutions. The firm utilizes a variety of investment strategies and platforms while managing accounts on discretionary and non-discretionary bases.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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 and investment options, operating under a fiduciary standard.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.