Garret Mogg

Mark Reitz is a CFP®-certified financial advisor with 15 years of industry experience. He founded and has managed Reitz Capital Advisors LLC since 2013. Outside of his advisory role, he is involved in health insurance through a partial ownership in Mayan Group Benefits and operates an insurance agency, Mayan Agency. Reitz Capital Advisors provides investment management, financial planning, and consultation services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm employs a long-term investment approach based on strategic, diversified asset allocation informed by Modern Portfolio Theory and fundamental analysis.

Corey Ferris is a financial advisor with Ferris Financial Services, L.L.C. in Midland, MI, holding CFA® and ChFC® designations and bringing 19 years of industry experience. Prior to founding his current firm, he worked at Hantz Financial Services, Inc. for 18 years. He also operates as an insurance agent and tax advisor through a sole proprietorship. Ferris Financial Services provides discretionary asset management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm customizes investment programs based on client goals and risk tolerance, employing fundamental analysis and a range of strategies, including option writing, with ongoing portfolio reviews and implementation support.

Tyler Lyman is a financial advisor at Lyman Financial with a Series 65 designation and two years of industry experience. Prior to founding Lyman Financial, he worked at Laser Insurance & Elite Financial Group and currently holds a position at The Dow Chemical Company. He has also been involved in education roles at Michigan State University, Dow High School, and Jefferson Middle School. Lyman Financial provides ongoing financial planning services to individual clients without managing client assets. The firm emphasizes a diversified buy-and-hold investment approach using exchange-traded funds and offers comprehensive planning in cash flow, debt, insurance, estate, tax, and investment areas, operating with fixed planning fees and no account minimums.

Paul Witt is the sole advisor at WittFit Financial LLC in Midland, MI, holding a Series 65 designation with three years of industry experience. He has worked at Dow Chemical since 2001, where he serves as a technical leader focused on chemical reactors, optimization, and process modeling. WittFit Financial provides financial planning and investment advisory services primarily to individuals, including young professionals, families in transition, and ALICE households. The firm employs a coach–athlete client relationship model and emphasizes diversified, low-cost mutual funds and ETFs, offering tailored recommendations based on risk tolerance, tax considerations, and personal goals.

Mark Fetterolf is a financial advisor at My Financial Coach, LLC in Midland, MI, with 14 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2015 to 2018. Outside of advising, he is a licensed insurance agent. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory, offering continuous portfolio management and standalone planning with a focus on documented client risk tolerances and time horizons.

Bruce Beckett is a Series 65-licensed financial advisor with My Financial Coach, LLC in Midland, MI, where he has worked since 2017. He has eight years of industry experience and also co-owns Kamal'i, LLC, a childcare preschool and daycare center. Additionally, he holds ownership stakes in Parkcrest Development, LLC, and Jon Squires Enterprises, LLC, both involved in commercial property rental. My Financial Coach, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and business entities. The firm advises on a limited range of investments and combines fundamental and technical analysis with modern portfolio theory to deliver both ongoing account management and one-time financial plans.